Modify an existing non-system category
- Last UpdatedApr 24, 2025
- 1 minute read
While system categories are non-editable, you can easily modify any existing non-system category.
To modify an existing non-system category
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Select the row header of the desired note in the CRM Notes Categories dialog box.
The Edit Category dialog box opens.
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Change the Name or Description as desired.
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Select Save Changes.