Categories provide a method of organizing Contacts that is synchronized with Outlook, but that not available to other users at the firm. A Category is a keyword or phrase that helps you easily find, sort, filter, or group Contacts. You can use them to define “personal lists” of Contacts and you can assign Categories to your Contacts. Contact Categories are created in Settings.
For example, suppose you want to invite a subset of your Contacts to your annual golf event. You can create a Category called Golf Event Attendee, and then apply that Category to the appropriate Contacts.
Categories that a Contact belongs to can be seen on the Contact Detail page. For example, the following Contact Detail page pictured below shows a Contact in the InterAction+™ Client Personnel and Client Categories that a user created.