Bookshelf v7.5: Adding a Category

Adding a Category

You can add categories to accounts, contacts, and opportunities. The procedure that follows explains how to add a category for accounts. You can add a category for contacts or opportunities by navigating to the appropriate screen, and then following Step 3 through Step 7 in the procedure.

To add an account category

Navigate to the Accounts screen.

In the Accounts list, select the account for which you want to add a category.

Click the Categories view tab.

In the Categories list, click New.

In the new record, click the select button in the Category field.

In the Pick Category dialog box, choose an existing category, or click Query to locate a category, and then click OK.

NOTE: In the Pick Category dialog box, click New to create a new category, and then complete the category name, description, and public fields to add the new category to the Pick Category dialog box.

Complete the category fields.

The following table describes some of the fields.


Field	Comments
Category	Opens a dialog box that allows you to select an existing category or add a new one.
Category Rank	A value that defines the category. The rank can be any numeric value.
Comments	A text field for additional information about the category.
Private	A check box which, when selected, restricts sales team members from seeing how you have categorized the account. When the check box is selected, the category is private. Clear the check box to designate the category as Public allowing access by team members.
Value	The numeric value assigned to the category.
Value Rank	Defines the rank of the value.