Add, Edit or Remove a Contact Category

You can use contact categories to organize your contacts in the Contacts Directory. For example, you may want to create a contact category for each department in your organization. 

Learn how to create or delete a contact category in Govstack.

Add a category

To create a new contact category in the Contacts Directory, you need to:

1. Select the 'Content' tab from the Govstack main menu
2. Navigate to the 'Contacts Directory' in the left navigation tree and select the arrow next to the page name. This will open a variety of options below
3. Select 'Categories'
4. Right click on the 'Categories' page in the left navigation tree and select 'Create' from the slide-out panel
5. Select 'Contacts Category'
6. In the 'Enter a name...' field located at the top of the page, add a name for the new contact category
7. Under the 'Template' dropdown located at the right of the page, select the template you want to use for the new category
8. Save and publish your new contact category

You can now add contacts to this category. 

Edit a category

To edit the name of a contact category from the Contacts Directory, you need to:

1. Select the 'Content' tab from the Govstack main menu
2. Navigate to the 'Contacts Directory' in the content tree and click the arrow next to the 'Contacts Directory' node. More options will appear below
3. Click the arrow next to the 'Categories' option
4. You will now see a list of all the contact categories
5. Select the category you want to edit
6. Select the 'Info' tab at the top right of the screen (when you open the category you will be in the 'Redirects' tab, which will prevent you from editing the name field)
7. Edit the name field at the top of the category page
8. Select 'Save and publish' to complete the operation

Delete a category

To remove a contact category from the Contacts Directory, you need to:

1. Select the 'Content' tab from the Govstack main menu
2. Navigate to the 'Contacts Directory' in the left navigation tree and select the arrow next to the name 'Contacts Directory'. More options will appear below
3. Select the arrow next to the 'Categories' option
4. You will now see a list of all the contact categories
5. Select the category you want to delete
6. Right click on the category in the left navigation tree and select 'Delete'
7. Select 'OK' to confirm that you want to delete the category

Make sure that you assign any contacts that were part of the deleted category to a new category. Contacts without a category will not appear in the public contacts directory.