Adding and Modifying a Category

Updated 1 year ago by Amruta Phansalker

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

You cannot delete a category that is used in an interaction.
  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.

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