Categorizing fields and objects in Organization

Categories and fields can be managed under ‘Settings’ –> ‘Fields & properties’ in the Organization tree.

Add a category

1. Go to the tab ‘Information’ of the object to which you want to add categories, and click on ‘Category’.
2. Enter the name of the category.
3. Click ‘Save’ to confirm.

Delete a category

1. On the right side of the category, click on .
2. Click on ‘Delete’ to confirm, or on ‘Back’ to cancel.

Edit a category name

1. On the right side of the category, click on .
2. Enter the new name of the category.
3. Click ‘Save’ to confirm the change.

Sort categories

On the right side of a category, click on the move icon (green arrow) in the direction you want to move the category. The category will move to the new location within a few seconds.