Category ¶

Argomenti collegati:

The categories are customizable additional fields from all users and allow further personalize searches.

By clicking on "Add category" opens the following box:

Type the name of the category that you want to add, select whether it is of type global (or is visible from all users) or personal (or visible only from the current user) and click the button to confirm; to close the window click .

You can select the categories of membership of a company, a user or a Lead, when you create or change the tab.

To delete a category click . ATTENTION! You cannot delete categories that are in use!

7.1.2 Category In this section you can set the categories in which the reports will be cataloged.

To insert an entry fill the box under "Category" with the description of the type of report and click the button to finish entering. Repeat this procedure for each category that you want to add.

To make one or more changes to act directly on the fields of the table, and then click .

To delete one or more categories, select the corresponding boxes in the column and click the button to confirm.