Category Management

Categories can be used to identify records by a common set of words or phrases (where more than one may be relevant).


Tip: Categories are useful for filtering and searching and can also be used for reporting and for inclusion in Campaigns.

Adding A Category

New Categories can be set up in the Category Management area. 

Once a new Category has been added you can select the Items you want the category to be available in.

Propagate To Parent Items


The Propagate option will automatically apply the Category to all parent items (up to the Account) when it is added to an item. Toggling the Propagate or other options will not affect existing applied Categories.

Categories By Item Type

Item Type will allow you to view and manage Categories by item.

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