 ShawnD
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| Joined: 08 Jan 2007 |
| Total Posts: 4 |
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adding a category
Posted: 15 Feb 2007 02:23 PM |
| How do you add a new category in the client section under the "Add New" menu. |
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Aimee
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| Joined: 09 Mar 2005 |
| Total Posts: 30 |
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Re: adding a category
Posted: 24 Jul 2009 08:00 AM |
Hi,
I followed the steps above and the item I added shows up in the list but when I add a new appointment, it's not there as a Category to choose from. What am I missing?
Thanks,
Aimee |
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christij
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| Joined: 01 Mar 2009 |
| Total Posts: 69 |
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Re: adding a category
Posted: 24 Jul 2009 08:13 AM |
| Hi Aimee, If you are adding the category in the appointment book section, you must be to sure add the description and then to the left of the field there is the word 'insert' in blue. Click insert and close the field, then return to category and check the box that applies. Thanks so much for the question. Hope this helps :) |
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Aimee
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| Joined: 09 Mar 2005 |
| Total Posts: 30 |
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Re: adding a category
Posted: 24 Jul 2009 08:29 AM |
Thanks for your reply! I've done all of that and it shows up in the list within the client file but when I try to make a new appointment it doesn't show up in the Category drop-down. I wonder if you could go into our program and see what's happening?
Thanks,
Aimee |
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Re: adding a category
Posted: 24 Jul 2009 06:08 PM |
Hi Aimee-
I apologize for any confusion! The "categories" list under the General Tab of the CLIENT FILE is different and separate from the "Category" list within the APPOINTMENT FORM.
To add a CATEGORY to the APPOINTMENT FORM please follow these steps
-Click the box with the 3 dots"..." to the RIGHT of the drop down list
-Click "Add New Item"
-Fill in your description example: Pregnancy Test
-To the LEFT click INSERT
-Click CLOSE after it refreshes and shows within the list
Your category for APPOINTMENT FORM should now include the newly added category. If you are still having problems adding the category, don't hesitate in contacting your Account Manager directly for further assistance. Have a GREAT weekend!
Blessings,
Ashleigh |
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