Very new to Maximizer 10.5, I notice you can add and insert documents to clients in the address book. However, the dialogue box where you enter category is not accessible when I click insert document. It does not allow input and I would like to categorize documents. If it is a matter of having to add category names first as an administrator, can a couple of examples be supplied?
Original Post
Well, sign in as administrator, select address book, click the menu bar item File, click Preferences, selct a tab. At this point, you can get help by prssing F1 or proceed to System Fields. In System fields, you can add, modify, or delete values such as Note or document categories. I am not sure how to duplicate categories from another section of Max for use in Document categories.

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