September 5, 2018
Estimated reading time: < 1 min
In this part of Settings, you can define Categories and keywords applied in the application.
Categories are used to group unified entries in the module. After creating Category and giving it a name, it is necessary to check the module to which this Category will be applied.
If several modules are checked, this means that, say, the category ‘Clients’ are used in both Contacts, and Companies modules. The user should understand that both Contacts, and Companies can be Clients.
Number of Categories in the application is unlimited.
Keywords are used to further group Categories. After creating Keyword and giving it a name, it is necessary to check the module to which this Keyword will be applied.
Number of Keywords in the application is unlimited.
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