Create Product Field Categories

Overview

Creating a New Product Field Category

Getting Here: Click Configuration > Client Settings > Product Field Categories

1. Click New.

2. Enter a name into the Category Name field.
3. Enter a description into the Category Description field.
4. Select all applicable items from the Product Fields section.
5. Select all applicable items from the Plan Instance Fields section.
6. Select all applicable items from the Plan Unit Instance Fields section.

5. Click Save.