Step-by-step articles and video walkthroughs for your website and the tools behind it.
The Category Management tool allows users to create and manage categories and tags to segment their people database, providing options to customize category types, access levels, and tracking for more efficient organization.
Version 1.1 • Last Updated 12/22/2025 2:22:19 PM
Sign in to your Client Dashboard and submit a Help Request. It goes to the team that works on your site, and you can follow the reply in one place.
