This guide covers three account-wide classifications and defaults: address tags, contact category types, and default roles & titles.
Address tags
- Address tags — go to Settings → Data & records → Tags & categories → Address tags. Create address tags to classify addresses (these flow into features such as Visits). Use Add to create one, and the pencil / delete icons to manage them.
- Address display on profiles and maps — the Address type and Default map address controls live at Settings → Organisation → General preferences → Profile & Display. See General preferences — profile display, contact lookup & feature folders.
Contact category types
Category types classify People and Organisations and give each a colour for quick visual identification on business cards.
- Go to Settings → Data & records → Tags & categories.
- Open the Person category or Organisation category tab.
- Select Add to create a category type.
- Enter a name and set a colour. Tick Use as SwiftBadge on the tab to show the categories as badges on cards and in Swift Search results.
To delete a category type, use the delete (trash) icon beside it — note that removing a category affects records currently classified with it.
Default roles & titles
Default roles & titles predefine the role and job-title suggestions shown when editing a profile or linking a person to an organisation. Users can still add their own.
- Go to Settings → Data & records → Default roles & titles.
- Click Create to add a role title (for example Account Manager).
- Use the pencil icon to rename or delete an existing entry.
Notes
- Category colours are designed for quick identification on business cards — choose distinct colours for the categories you use most.
- For the full tag and category set, see Tags & categories; for profile address display, contact lookup and feature folder defaults, see General preferences — profile display, contact lookup & feature folders.