You are here: netFORUM Pro Modules > Administration > Drop-Down List Setup > Setting Up the Category Drop-Down List
Setting Up the Category Drop-Down List
The Category Code can be used to designate categories that you use when adding items to your personal calendar in My Calendar.
You can add , edit
,
or delete
drop-down list items
from the Category Code list.
To add a Category Code to the drop-down list:
- Navigate to the CRM Overview page.
- On the Overview page, click Setup.

- On the Customer Information page, select the Miscellaneous tab.
- On the Category
child form, click ADD
. The Enter Category window displays.
- Enter a Category Code.
- Enter a Description.
- Click Save to add the code to the Category Code drop-down list. This adds the activity code to the Category Code drop-down list.
To edit a category code:
- Click the Edit
button next to the list item you would like to edit.
- Make your changes and click Save.
To delete a category code from the drop-down list:
- Click the Delete
button next to the list item you would like to delete.
- Click OK to confirm the deletion.