6. Category Settings

Categories allow you to organize your Dashboard’s content in a better way.

Categories are available for Invoices, Estimates, Cases, etc.

You will be able to use/select your categories, whenever you are creating a new item, such as a new case.

Example

You may want to create categories for your cases as follows:

• Study
• Visit
• PR
• PGWP
• etc.

• To create a new category, simply click the add button, as shown above.
• You can also change the name of a category by clicking the edit button.
• You can also move items from one category to another
• Note: that you cannot delete the system Default category
• Note: You cannot delete a category that already has items in it. You must first move the items into another category.