Adding New Categories

[Guest]

Could someone please send me a quick guide on how to add / amend Call Categories using the new Admin UI.

Thank you in advance

[Victor]

There is no official guide on this yet but I will try to give you a quick tour, if you have any more specific query following that please let us know and we will assist you.

Call categories can be accessed from the admin UI go to System -> Data and then to Profiles:

Then choose the category you want, either "Request" or "Closure" and you will have access to profile editing:

The top part represents to coding configuration like the "parent -child" separator when is displayed in Service Manager, the number of levels you can have in your tree structure, etc. The bottom part is where you actually manage the profiles (i.e. add., edit, delete) called the "Editor"

You can add profile by clicking on the "+" button displayed on the category you wish to add a profile to. You will have the option to type in the name and code if you did not choose the option to auto generate the code. Please remember the code needs to comply with the coding settings. You will not need to type in the whole parentship coding, just the code for that profile and the system will know to create the parent relations.

If you like to amend a code you can only change the name or description. If you want to delete a code you will can do it via the "Delete" button.

Please note that when you delete a profile all its children will also be removed.

Hope this helps.