How to Edit Categories- (Only Account Coordinator can edit)

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  1. Click on the Categories tab to access the following screen.
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  1. Categories will be assigned to the business when they are imported to system.
  2. You can add additional Categories by Holding down MAC and the Ctrl on PC
  • Select number of Categories by highlighting them.
  • Click ADD icon.
  1. To Remove Categories, Use the above selection process.
  • Highlight selected categories.
  • Click REMOVE icon.
  • Use the “Clear all” link to clear all Categories at once.
  1. Once the data is entered or changed click on either Save or Cancel.

Screencast

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