Combine Categories in Connections

Learn how to combine multiple categories into one single category.

Combine 2 or more Categories

1. Use the Categories screen to create a new Category that will combine two or more other Categories.
2. Once the new Category is created, use the Assign/Unassign screen for the new Category to search for Contacts in the other Categories.
3. For each search, make sure all the checkboxes are checked and click the "Assign/Unassign" button to add all search results to the new Category.
4. Keep doing this for all the Categories you want to combine into the NEW Category.
5. When you're finished you should have a new Category with members from all other Categories that you searched for.