Next Gen - Category and Sub Category - View the list and add a new Cat/Sub-Cat.

Next Gen - Category and Sub Category - View the list and add a new Cat/Sub-Cat.

Navigation



Go to Setup >> Plan Items




A> When you Click on Category and you Will have the below option.




1> Click on Add new in order to add a new Category.
2> Click on the Drop down to select a Plan type .
3> You will have the option to edit a Category and Deactivate a Category if you do not use them.


B> : When you Click on Sub-Category  and you Will have the below option:





1>  Click on Add new in order to add a new Sub - Category.
2> Click on the Drop down to select a Category.
3> You will have the option to edit a Sub-Category and Deactivate a Sub-Category if you do not use them.


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