Category Manager

Category Manager

Some versions of CompanionLink have a feature called the Category Manager. To start in your CompanionLink Setup select Category Manager:

Creating a New Category

To create an additional category to be synchronized in your Category Manager select the conduit you wish to synchronize (Contact, Calendar, Task, or Notes) and select Create New Category:

A field will open allowing you to rename the Category, enter a name appropriate and select OK:

To configure the new category select the category and choose Application Settings:

Select the Database you wish to sync with. This will take you to the setting tabs specific to the database you have selected to sync with. Once configured the category will appear under a Special Categories Section.

This will need to be repeated for each conduit you wish to synchronize.