What are Categories and Groups?

One of the ways to organize your contact database in Annelite is to use Contact Groups. They are are hierarchically organized into Categories and can be managed in Settings > Contact Groups. In the left vertical Groups tab, you can collapse categories for compact view, and drag-and-drop to reorder the display sequence. This is done…

What is the difference between Groups and Tags?

Contact Groups don’t change much over time and remain more or less constant for your business. They can have hierarchy and be organized into categories. While in theory you can create as many groups as you’d like, they are limited in number from the practical standpoint. Having too many will make the list too long…