- Login and access the Contacts app from the universal menu.
- Click on the More(...) icon and select the Settings.
- In the Settings page, click on the Contacts and select the Scope.
- Here, you can view the Item Categories and the Toggle for the Item Categories Tracking.
- Enable the Toggle.
- You can change the name of the Section in the Title.
- By enabling the Help Icon, you can add the help icon with the text for the section for clarification.
- In the Help text, add the lines that will be displayed in the Help icon.
- You can also add the More Info URL.
- In the Add Item Category title, you can change the title for the button.
- By using the Add Item Category Privilege, you can set the Privileges for the Item categories tracking system based on Employee privileges.
- Here, you can set the Default Item Category for the Item.
- Click and search from the Select Item Category list.
- The scope will get updated.
- Now, go to the Contact home page. Create or select any contact.
- Scroll down the Contacts overview page to view the Item Categories section i.e named Item Categories.
- You can view the Help icon with the added text.
- Then, click on the Add Item button, you can view the list of categories from the Items app.
- Click on the select and the item Category will get added to the list.
- The selected category will get added to the list.
- By using the Delete icon, you can delete the Category.
Related Links
Steps to Create sites
Steps to enable both sites and Item categories
