How to remove a contact from a category in Planyard

If a contact no longer belongs to a specific category, you can easily remove it. This helps keep your contact list accurate and ensures that only relevant categories are linked to each contact and their company.

How to remove a category from a contact

1. Go to Contacts in the top menu.
2. Open the Contacts tab.
3. Select the contact you want to update.
4. On the left side, review the contact details.
5. At the bottom, find the Categories section.
6. Click the pencil icon to edit.
7. Untick the boxes for the categories you want to remove.
8. Click Save.

The removed categories will no longer be assigned to the contact or shown under the associated company.