System ➔ General ➔ CRM ➔ Categories
This document provides you the steps to creating and maintaining account categories.
Categorizing your accounts is important as this can facilitate the maintenance of accounts. Accounts can be categorized according to the geographical zone, business focus, or the number of branches of the accounts.
The information in this document is applicable to product update 407. If you have versions lower than this, certain features explained here will not be applicable.
Type the label for the categories that you want to define. You can define up to 15 categories for your accounts.
Click this to save the newly created categories and changes made to the category labels.
Click this to exit.
Click this to maintain the properties for each category. You can create category codes and edit the properties of each category. For more details, see Maintaining properties of accounts categories.
This green check mark indicates that the category has already been defined with a code.