When your account is created, there is a pre-built list of categories. Categories are used to categorise your contracts and the companies that you sign contracts with. Categories help you easily organise these records and quickly find the important information that you need.
You can see the list of all categories by going to the:
> Account administration > Categories
From here you can add new categories or delete existing ones. If a category is used on a company or contract record, it cannot be deleted. To delete a category used on a company or contract, you would have to first change the selected category on the specific record.
There are two ways to create a new category:
1. On the Categories page, click on the new category button . Enter the name of the new category and then click Save at the bottom of the page.
2. You can also create a new category while creating/editing a contract or a company.
- Click on the Category field and then on the Add new button.
- Enter the Name of the new category.
- Click Save.