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2.17 Creating Categories and Statuses


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Your information is defined and managed through Categories and Statuses throughout Tradepoint. The Setup and Configuration Tool is used to define categories and Statuses throughout Tradepoint. The Setup and Configuration tool can be accessed through the Globe Menu by clicking the Globe  in the Upper left hand corner of the screen.

The main menu will open in a drop down menu.

Choose the Setup Configure icon at the bottom of the screen and the Main Setup and Configure tool window will open. From this window you can specify Categories, Statuses, Event Planning, and Appointment Categories in every section of Tradepoint.

The tool bar from the main section of the Setup and Configuration tool is shown below.

It is important to remember that anywhere you open the setup and configuration tool through a blue plus at the far right of a field will open the Setup and Configure tool directly to that section within the Setup and Configure tool.

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