Account Administration
Setting up Category Groups and Categories

You can customise the application by adding your own categories. The categories can be associated with appointments, contacts and tasks and can be used to retrieve data using the advanced search.

Categories are organised within Category Groups. For example, you might set up some categories to categorise your sales process (enquiry, order placed, shipped, invoiced) and group them in a category group called 'Order Processing'.

Only users with Administration capability can create category groups and categories.

 
To set up a Category Group:

  • Log on using a Username that has Administration capability.

  • Click the Tools menu and select the Categories Admin option.

  • In the Categories Admin window, click New Category Group or alternatively, right-click in the Category Group List and select New Group.

  • In the Category Group window, enter the Group Name and tick the required Applies to checkboxes.

  • Click the OK button.
To set up Categories within a Group:

  • In the Categories Admin window, select the Category Group you want to add categories to.

  • Click New Category or alternatively, right-click on the group and select New Category.

  • In the Categories Details window, enter the Category Name and, if required, assign a colour to the category.

  • Click the OK button.
To move categories between groups:

  • In the Categories Admin window drag and drop the category to the required group.