Use Categories in Global Settings to organize your records to meet your needs.

Create a New Category

To create a new custom field select and fiil in the information oulined below.

  1. Internal Name: The name of this category internal to your organization. If you do not give the category a display name (below) the internal name will appear publicly.
  2. Display Name: If you would like this category to have a different name from the internal name you have given it, you can give it a display name here.
  3. Description: Write a brief description to remind yourself and others what can be put in this category.
  4. Useable For: Indicate what can be put in this category, for example, is this category only for documents, logistics, etc. To allow any category, leave this section blank.
  5. Applicable to events: If a category is not relevant for all events it can be marked as “Applicable for” to ensure it will only be shown for certain events.

Save your changes

Categories: +/- Columns

When you click you can select which columns will appear in the categories table.

  1. This box allows you to select every category.
  2. ID Each of the categories is given an ID to allow you to find it easily.
  3. Name Give you categories names to help you keep track of them.
  4. Description Write a brief description to remind yourself and others what can be put in this category.
  5. Events: Use this field to search for specific events in categories.
  6. For Indicate what can be put in this category, for example, is this category only for documents, logistics, etc. To allow any category, leave this section blank.
  7. Currently used to categorize: This column indicates what is being categorized, for example, published sessions, people, documents, etc.
  8. Times Used Find out how many times each category has been used.