You can add, delete, and change categories as well as assign them to a category group. You can also change the order in which categories display in NexJ CRM , and make a category active or inactive.
You can also filter the categories list by category group and status to display only the categories that you want to view.
Adding categories to the system
You can add new categories in NexJ Admin Console.
To add a new category:
- Navigate to the Entity Codes page.
- In the Categories tab, click the Categories subtab, and then click the Add Category button at the top of the categories list. The Add Category dialog opens.
- In the Detail tab, in the Name field, enter the category's display name.
- [Optional] In the Description field, enter a description of the category. The description displays in NexJ CRM .
- [Optional] In the Icon field, to select an icon to represent the category in NexJ CRM :
- Click the Select button . The Select Icon dialog opens.
- Select an icon and click OK . The Select Icon dialog closes.
- In the Group field, select the category group to apply to the category. The category group defines the tab in which the category displays on the Contacts workspace.
- Select the Active checkbox to make the category available in NexJ CRM .
- [Optional] Select the End User Read Only checkbox to prevent this category from being accessible in NexJ CRM . If enabled, the only way that this category can be added or removed is by modifying the database directly.
[Optional] If you want to select this category as a field, when specifying rule criteria in the Rules tab on the Customize workspace in NexJ CRM , select Show in Rule Conditions . If the checkbox is not selected, this category will not be available for selection in the Field Picker dialog when creating rule criteria.
- [Optional] In the Reference Name field, modify the internal reference name. The Reference Name field populates based on the value entered in the Name field.
In the Entity Types tab, use the Add or Remove buttons to define the entity types that the category belongs to.
In the Security tab, you can change the view and edit security levels of this category.
- Click OK .
The Add Category dialog closes.
The category is added to the system and is available to users in NexJ CRM.
Modifying categories
You can modify a category's properties and change the entity types for which a category is available.
For example, you can edit the name, description, and icon that display in NexJ CRM for a category, change a category's group, and make a category active or inactive.
The changes that you make to a category are also reflected in any contacts associated with this category.
To modify a category:
- Navigate to the Entity Codes page.
- In the Categories tab, select the Categories subtab.
- In the categories list, select the category that you want to modify. The category's details appear in the Detail area to the right of the categories list.
- To modify a category's properties:
- In the Detail area, click the Edit button . The Edit Category dialog opens.
Make your changes, then click OK . The Edit Category dialog closes.
- To change the entity types in which a category is available:
- In the Entity Types area, click the Select button . The Select Entity Types dialog opens.
- In the list on left, select the entity type to make the category available in, and click Add .
- Click OK . The Select Entity Types dialog closes.
You can only add entity types that have been added to the category group to which the category belongs. For example, if a category belongs to the Profile category group, then you can only add entity types that belong to the Profile category group.
The category's properties are now modified.
Reordering the categories list
You can change the order in which categories display on the Contacts workspace in NexJ CRM by moving them up and down in the categories list.
To change the categories list order:
Navigate to the Entity Codes page.
- In the Categories tab, select the Categories subtab.
- In the categories list, select the category whose position you want to change in the order.
- Click the Up and Down buttons at the top of the categories list to move the selected category up or down respectively.
- Click the Save button to save your changes to the list's order.
The order in which categories display for new and existing contacts in NexJ CRM is updated.
Deleting categories from the system
You can delete categories that you no longer want.
To delete a category:
- Navigate to the Entity Codes page.
- In the Categories tab, in the Categories subtab, click the Action button for the category you want to delete and select Delete . A confirmation dialog opens, asking you to confirm that you want to delete the selected category.
- Click Delete .
The category is deleted.