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Editing Categories

Choose Edit Categories... in the Edit menu. This dialog box appears:

Add new: Creates a new category. The number of categories is unlimited.

Edit: Renames the category and updates all its occurrences in the list's records.

Delete: After confirmation, deletes the category and all its occurrences in the list's records (the records themselves are not deleted).

Move up and down: Moves the category in the list, which can be freely ordered. The related categories may thus be grouped in the menu (for example 'Personal' and 'Family').

After you close the dialog, Carnet may sweep the entire list to correct the records if needed.

Global Categories, List Categories

When you edit categories, only the categories of the current list are affected. Each list has its own categories.

If you edit categories when there is no list open, the changes affect the global categories. These categories are only used while creating a new list, where they are duplicated.

Modifying the global categories has no effect on existing lists, which are independant since the moment they were created. Only lists created after the change will be affected.

If a list includes an undefined category, the related text string is simply part of the notes. The missing category can be defined afterwards and it will be automatically recognized in all records where it appears.

In the Address Book options, you can choose to filter categories while printing the notes. This option is not available in the other types of printing templates.