Working With Categories

Categories can help keep your data organized, especially when you're dealing with a lot of information. WP-CRM System reports will even sort your data by category so you can quickly find what you are looking for.

Adding Categories In A Record

When creating a new record in WP-CRM System you will see a box that is usually below the Publish box that will look something like this: 

This isn't useful by itself, but you can quickly click the +Add New Organization Type link to create a new category. Note: "Organization" will be replaced with "Category", "Project", etc. as appropriate so depending on the type of record you are working with you may see something slightly different.

Enter the title you would like to use for the category, and if you already have several categories you can create a parent/child relationship by using the drop down menu. Once you have entered the category name, click the Add New button and your record will be assigned to that category. In the future, any new records you create can be assigned to the same category by clicking the checkbox next to it. 

Managing Categories

On occasion it may become necessary to edit or delete categories altogether. You can do this by visiting WP CRM > Settings > Categories tab. Click the type of category you need to manage (contacts, tasks, organizations, opportunities, or projects). 

When editing categories, you can change the category name, add new categories, or delete them altogether. If you have a large number of categories to add to your site, this section may be easier to work with than the edit screen as shown earlier.

Categories in Reports

When you view your reports in WP CRM > Reports, you can click on any of the tabs (Project, Task, Opportunity, Organization, Contact) and find your records organized by category by clicking on the "...by Type" link. All records that are assigned to a category will be listed here. You can quickly go to the details page for an individual record by clicking on it's name from the list.