1. Help Center
  2. Amberlo Settings

How to Add, Remove or Edit Matters Categories and Types?

How to access Matters Categories and Types?

1. Go to the General Settings and click Matters in the left-hand menu.

2. Click the tab CATEGORIES AND TYPES:

HowtoAdd,RemoveorEditMattersCategories1

From Matters Categories and Types Settings, you can:

  1. Add new Matters Categories and Types;
  2. Edit Matters Categories and Types;
  3. Remove Matters Categories and Types.

1. How to Add new Categories and Types?

1. Click + button.

2. Enter Category Name.

3. Enter Type Name.

4. Click + button.

5. Click Save button:

HowtoAdd,RemoveorEditMattersCategories2

2. How to Edit Matters Categories and Types?

1. Click on selected Category.

2. Change Category or Type name.

3. Click Save button: 

HowtoAdd,RemoveorEditMattersCategories3

3. How to Remove Matters Categories or Types?

1. Click Remove button next to selected Category, if you need to remove Category:

HowtoAdd,RemoveorEditMattersCategories4

2. If you need to remove Type, click on selected category (1), click Remove button next to selected Type (2) and click Save button (3) to save your changes:

HowtoAdd,RemoveorEditMattersCategories5

Note: Only Administrator can access and manage Matters Categories and Types.

For more information about Matters Settings, click here.

 

We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!