Table of contents

Setting up Custom Categories

Last modified 07:46, 24 Apr 2017
Table of contents
  1. On the main menu, click Maintenance > User Defined > Custom Categories.

  2. In the Custom Categories window, in the blank row at the top of table, enter the name of the Category.
    To modify the category name, edit the text directly.

  3. To make the category available on the 
    Contact window > Extra tab, select the Contact check box.
    To remove the category from the page, clear the check box.
    Employee > Extra tab, select the Employee check box.
    To remove the category from the page, clear the check box.

  4. To make the category mandatory for users to enter, select the Is Mandatory check box.

  5. Select the Data Type from the drop down list. The options are Text, Flag and Number.

  6. If required, select a Default Value from the drop down list and then press [Enter].
    The new category moves to the bottom of the table, a new blank row is created at the top, and a + sign appears next to the new category.

  7. To set up category options, click the + sign next to the category.
    The table expands to display a new row for values.
    Clicking the - sign will collapse the table.

  8. Enter a Value.
    To modify a Value name, edit the text directly.

  9. To enter additional values, press [Enter].

  10. In the new Value row enter the next Value, repeating steps 8 to 9 till you have entered all the values for the new Custom Category.

  11. To enter additional categories, repeat steps 2 to 9.

  12. When you have finished setting up Custom Categories, click File:dirname/central/070_Maintenance/110_User+Defined/030_Custom+Categories/010_How+to+set+up+Custom+Categories/bttn_ok.gif to save the changes and close the window.

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