To access the Manage Categories section, follow these steps:
From the lower section of your Acteol CRM modules menu panel, click General Settings.
Click Manage Categories.
View and manage the existing categories
To view and manage the existing categories, view the categories list:
Actions:
Delete the category.
Edit the category.
Category ID
Category Name
Created By
Created On
Brand Name
Last Modified By
Last Modified On
Create a new category
From the Manage Categories in the Settings, click New Category.
Add the category's details:
The category name.
The category description.
The brand to which the category will be assigned.
To which modules the category will be visible for:
SLP.
Feedback and Enquiries.
Tracker.
Click Submit.
Add the locations details:
From the Locations drop-down, select the relevant locations that will have this category available.
Click Add Locations.