In this article, you will learn how to view and update client categories.

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