Create a new non-system category
- Last UpdatedApr 24, 2025
- 1 minute read
Follow the procedure below to create a new non-system category.
To create a new non-system category
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On the CRM Notes Categories dialog box, select New Category.
The New Category dialog box opens.
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Enter a Name for the category.
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Enter a Description of the category.
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Select Save Changes.
The new non-system category appears on the CRM Notes Categories dialog box.