The Goal: Understand each Category List option so you can choose where a category will be available throughout the software.
Before You Begin:
- You need staff access to manage Category Lists.
- Category Lists live in the Settings, General Settings section, Category Lists.
Step-by-Step Instructions
There are several options available to choose from, which will define where the category will be able to be used throughout the software:
- Business contact - organization record (business)
- Individual contact - individual record (person)
- Contact - both organization and individual record
- Store item - products in the Store module (if applicable)
- Membership - membership types
- Sales Opportunity - Sales Funnel module (if applicable)
- Content - Web Content module (if applicable)
- Job - Job pages in the Web Content module (if applicable)
- Hot deals - Hot Deals pages in the Web Content module (if applicable)
- Event - Event module for organizing the calendar
- Projects - Projects module (if applicable)
- Certifications - Continuing Education module (if applicable)
- Resource - uploaded materials in the Cloud>Resources area for the Info Hub
- Tickets - not currently available to use in GrowthZone
- Saleable Items - Goods/Services in the Setup
Common Pitfalls
- Choosing the wrong scope: Selecting an option that does not match where you intend to use the category means it will not appear in that area. Confirm the option matches the module the category is for before saving.