1.7 Category and Statuses
Categories and Statuses can be
established all throughout Tradepoint anywhere you will have any Company Data.
Categories and Statuses will enable you to build very specific reports based on
how your company information has been categorized and will ensure integrity
within your database since all of your information will have a specific
The Setup and Configure tool allows
you to setup all of your Categories and Statuses. This tool can be accessed
anywhere you see a blue plus sign next to a field. Below is an example of a drop
down list of existing Categories within Customers with the blue plus visible on
the far right of the field.
Clicking on the blue plus will open
the Setup and Configure tool directly to the section and field that you are
looking to customize so, you don't have to go searching for the correct field to
add a Category and Status to.
The icons lined up at the top of the
tool are the different areas of Tradepoint that can be customized. Since we
opened the tool from Customers the pathway is show in the three icons just below
the tool bar labeled
Existing Categories are listed on
the left. To edit any existing Category simply click on the existing
Category and you will be take to that category where you can change the name of
the category. The icon for creating a new Category is in the lower left corner.
Clicking on the New Category icon will open the view you see below.
You will see the pathway to the
field for a New Category is highlighted. The field with the Category title is
open and can be edited. When a New Category is created the next step will be to
have a Status assigned to that Category. So, the icon in the lower left is the
New Status icon and will take you to the screen where you can create a New
Status associated with this Category.
If you do not need a Status
associated with this Customer at this time then click the 'Up one level' icon
just above 'New' and you will be taken to the previous section within the Setup
and Configure tool.
The open fields you see at the
bottom of the Setup and Configure tool are for Event Management allowing you to
create specific tasks that happen based on assigned preferences to when a
Category is setup within Tradepoint. These tools are discussed in detail in the
Introduction and Orientation section of the Support articles.
The most common areas where you will
need to setup at least a few basic Categories and Statuses to get Started
this is a central part of your Company's operations)
Other areas of Tradepoint can be
setup at your convenience or as you get used to using Tradepoint in its