Create and organise categories to structure your records.
Categories are used to organise your records and make them easier to filter and manage. Each record can be assigned to a category.
Categories help organise your records clearly. This becomes especially useful when viewing records in lists, filtering information, and preparing exports.
Go to the categories section from your dashboard.
Select add category and enter a name.
Use sort order to control how categories are displayed in lists.
Existing categories can be edited or deleted from the list page.
The name used to identify and group records.
Controls the order categories appear. Lower numbers appear first.
Optional notes can be used to explain the purpose of a category or how you intend to use it.
No, but they help organise records and improve filtering.
Yes, categories can be edited at any time.
Records linked to it will no longer have that category assigned.
Yes, using the sort order field.
