In this article, you will learn how to view and update client categories.
- On the Menu Module, click Client Management and select Categories. The Categories sub-menu will expand, click View Category.
- You will be directed to the Categories page, use the Name to filter the client categories and click >SEARCH.
- Find the category that you want to update and click its Update Category icon to access the Update Category page.
- In the Name field, edit/update the client category name/label.
- Click >SAVE to apply the changes.