Creating Custom Categories

For users who are creating a number of custom fields and would like to make sure that these fields are properly organized there is the ability to add categories. Having the ability to create and organize categories will allow you to separate and manage your custom fields.

To add a category, please follow these steps.

 

1. Log in to SalesNOW and click setup

2. Click Customize
3. If in the next page you are able to see that there is already a Default category, press New and create your new category.
4. Once you have created a new category make sure that any new custom fields are created within the category that you wish for them to fall under.

 

Note: If you are unable to see a default category, it is likely the case that the ability to create categories has not been turned on. If this is the case, please contact support@salesnow.com and we will be happy to assist.