The CRM Category submenu is an essential feature within our CRM system, designed to streamline ticket management by allowing users to assign tickets to specific categories.

The CRM Category submenu is a powerful tool for organizing and managing tickets within our CRM system. With features such as category listing, search functionality, creation of categories and sub-categories, and integrated FAQ management, users can efficiently handle ticket assignments and access valuable information to resolve queries.

Search Bar

A search bar is available at the top of the page, enabling users to quickly find categories by typing in their names. This feature enhances usability by allowing for efficient navigation and retrieval of specific categories or sub-categories.

The search engine will work immediately after entering the first letter/number.

List of Categories

The main page of the CRM Category submenu displays a comprehensive list of all available categories. Each category can be expanded to reveal sub-categories, providing a hierarchical structure for better organization.

Sub-categories can be added by marking the category first and than clicking the (+) button

Create Categories and Sub-Categories

A (+) button is located on the page, which allows users to create new categories and sub-categories. This function is crucial for maintaining an up-to-date and relevant categorization system.

• Click the (+) button located at the bottom right.
• A new page titled ADD NEW CATEGORY will open, including three input fields:
  • Name: Enter the name of the new category.
  • Description: Provide a brief description of the category.
  • Mail Identifier: Specify a mail identifier for the category.

Below the input fields on the ADD NEW CATEGORY page, there are options to assign special functions to the categories by marking the checkboxes. These options include:

• Exact Customer: Assigns the category to a specific customer.