adding-a-category

This topic describes how to do the following:

• Add a Category
• Edit a Category
• Delete a Category

Add a Category

1. Log on to Maximizer CRM.
2. Go to Administration > Settings.
3. Expand Interactions; and then expand System Fields.
4. Click Category.

   

5. Click ADD ITEM.
6. In the text box that appears at the bottom of the list; type a name for the category; and click SAVE.

   

The newly-added category is placed alphabetically in the list. Click the eye icon to show or hide it.

Edit a Category

1. Log on to Maximizer CRM.
2. Go to Administration > Settings.
3. Expand Interactions; and then expand System Fields.
4. Click the drop-down arrow next to a Category and click Edit.

   

5. In the text box that appears in place of the category; type a name; and click SAVE.

Delete a Category

1. Log on to Maximizer CRM.
2. Go to Administration > Settings.
3. Expand Interactions; and then expand System Fields.
4. Click Category.
5. Click the drop-down arrow next to a Category and click Delete.
6. On the confirmation message box; click OK.