Manage Category Settings in Batoi CloudSpace

Back to Help Articles
This article explains how you can add multiple categories for different functions in Batoi CloudSpace and manage them using the category settings.

Manage Opportunity Category Setting

Click on 'Settings' and choose the 'Opportunity' card as shown in Figure 1.

Figure 1
Figure 1

In the 'Opportunity - Categories' screen, you can see a set of buttons in the toolbar with the available categories (Uncategorized by default) as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Description
1 Back Use this button to return to the settings page
2 Add Category Click to add a category for Opportunities
3 Opportunity Category Name The list of available categories for Opportunities
4 Edit Category Click to edit the category
5 Archive Category Click to archive the category

Add Category

To add a Category for an Opportunity, click on the '+' button as shown in Figure 3.

Figure 3
Figure 3

In the 'Add Category' page, enter the Title of the Category. Once you are done with, click on the 'Submit' button to save your information as shown in Figure 4.

Figure 4
Figure 4

Upon doing so, the Opportunity Categories will appear in the 'Add/Edit Opportunity' page.

Edit a Category

To edit a Category, click on the 'Edit Category' button as shown in Figure 5.

Figure 5
Figure 5

In the 'Edit Category' page, edit the Title of the Category and click on the 'Submit' button as shown in Figure 6 to save your edit.

Figure 6
Figure 6

Archive a Category

To archive a Category, click on the 'Archive Category' button as shown in Figure 7.

Figure 7
Figure 7

Upon doing so, the 'Archive Category' pop-up window with the buttons 'Proceed' and 'Cancel' will appear as shown in Figure 8. Click on the 'Proceed' button to archive the Category. Click on the 'Cancel' button to close the pop-up window.

Figure 8
Figure 8

To return to the 'Settings' page, click on the 'Back' button present in the 'Categories (Opportunity)' page.

Manage Opportunity Source Category Setting

Click on 'Settings' and choose the 'Opportunity Source' card as shown in Figure 9.

Figure 1
Figure 9

In the 'Opportunity Source - Categories' screen, you can see a set of buttons in the toolbar with the available categories (Uncategorized by default) as shown in Figure 10. Each step shown in Figure 10 is explained in the below table.

Figure 2
Figure 10
Sl. No. Name Description
1 Back Use this button to return to the settings page
2 Add Category Click to add a category for Opportunity Source
3 Opportunity Source Category Name The list of available categories for Opportunity Source
4 Edit Category Click to edit the category
5 Archive Category Click to archive the category

Add Category

To add a Category for an Opportunity Source, click on the '+' button as shown in Figure 11.

Figure 11
Figure 11

In the 'Add Category' page, enter the Title of the Category. Once you are done with, click on the 'Submit' button to save your information as shown in Figure 12.

Figure 4
Figure 12

Upon doing so, the Opportunity Source category will appear in the 'Add/Edit Opportunity Source' page.

Edit a Category

To edit a Category, click on the 'Edit Category' button as shown in Figure 13.

Figure 5
Figure 13

In the 'Edit Category' page, edit the Title of the Category and click on the 'Submit' button as shown in Figure 14 to save your edit.

Figure 6
Figure 14

Archive a Category

To archive a Category, click on the 'Archive Category' button as shown in Figure 15.

Figure 7
Figure 15

Upon doing so, the 'Archive Category' pop-up window with the buttons 'Proceed' and 'Cancel' will appear as shown in Figure 16. Click on the 'Proceed' button to archive the Category. Click on the 'Cancel' button to close the pop-up window.

Figure 8
Figure 16

To return to the 'Settings' page, click on the 'Back' button present in the 'Categories (Opportunity Source)' page.

Manage Inventory Category Setting

Click on the 'Settings' icon and choose the 'Inventory' card as shown in Figure 17.

Figure 17
Figure 17

In the ' Inventory - Categories' screen, you can see a set of buttons in the toolbar with the available categories (Uncatergorized by default) as shown in Figure 18. Each step shown in Figure 18 is explained in the below table.

Figure 2
Figure 18
Sl. No. Name Description
1 Back Use this button to return to the settings page
2 Add Category Click to add a category for Inventory
3 Inventory Category Name The list of available categories for Inventory
4 Add Sub-Category Click to add sub-categories for the said category
5 Edit Category Click to edit the category of the said Inventory
6 Archive Category Click to archive the category for the said Inventory

Add Category

To add a Category for Inventory, click on the '+' button as shown in Figure 19.

Figure 19
Figure 19

In the 'Add Category' page, enter the Title of the Category. Once you are done with, click on the 'Submit' button to save your information as shown in Figure 20.

Figure 20
Figure 20

Upon doing so, the Category will appear in the 'Add/Edit product' page.

Edit a Category

To edit a Category, click on the 'Edit Category' button as shown in Figure 21.

Figure 21
Figure 21

In the 'Edit Category' page, edit the Title of the Category and click on the 'Submit' button as shown in Figure 22 to save your edit.

Figure 22
Figure 22

Archive a Category

To archive a Category, click on the 'Archive Category' button as shown in Figure 23.

Figure 23
Figure 23

Upon doing so, the 'Archive Category' pop-up window with the buttons 'Proceed' and 'Cancel' will appear as shown in Figure 24. Click on the 'Proceed' button to archive the Category. Click on the 'Cancel' button to close the pop-up window.

Figure 24
Figure 24

Add a Sub-Category

To add a sub-category for a Category, click on the 'Add Sub-Category' button as shown in Figure 25.

Figure 25
Figure 25

In the 'Add Sub-Category' page, enter the Title of the Sub-Category and click on the 'Submit' button as shown in Figure 26.

Figure 26
Figure 26

Edit a Sub-Category

To edit a Category, click on the 'Edit Sub-Category' button as shown in Figure 27.

Figure 27
Figure 27

In the 'Edit Sub-Category' page, edit the Title of the Sub-Category and click on the 'Submit' button as shown in Figure 28 to save your edit.

Figure 28
Figure 28

Archive a Sub-Category

To archive a Sub-Category, click on the 'Archive Category' button as shown in Figure 29.

Figure 29
Figure 29

Upon doing so, the 'Archive Sub-Category' pop-up window with the buttons 'Proceed' and 'Cancel' will appear as shown in Figure 30. Click on the 'Proceed' button to archive the Sub-Category. Click on the 'Cancel' button to close the pop-up window.

Figure 30
Figure 30

To return to the 'Settings' page, click on the 'Back' button present in the 'Categories (Inventory)' page.

Manage Asset Category Setting

Click on the 'Settings' icon and choose the 'Asset' card as shown in Figure 31.

Figure 1
Figure 31

In the 'Asset - Categories' screen, you can see a set of buttons in the toolbar with the available categories (Uncatergorized by default) as shown in Figure 2. Each step shown in Figure 32 is explained in the below table.

Figure 2
Figure 32
Sl. No. Name Description
1 Back Use this button to return to the settings page
2 Add Category Click to add a category for assets
3 Asset Category Name The list of available categories for assets
4 Add Sub-Category Click to add sub-categories for the said category
5 Edit Category Click to edit category of asset
6 Archive Category Click to archive category of asset

Add Category

To add a Category for Asset, click on the '+' button as shown in Figure 33.

Figure 3
Figure 33

In the 'Add Category' page, enter the Title of the Category. Once you are done with, click on the 'Submit' button to save your information as shown in Figure 34.

Figure 4
Figure 34

Upon doing so, the Category will appear in the 'Add/Edit Asset' page.

Edit a Category

To edit a Category, click on the 'Edit Category' button as shown in Figure 35.

Figure 5
Figure 35

In the 'Edit Category' page, edit the Title of the Category and click on the 'Submit' button as shown in Figure 36 to save your edit.

Figure 6
Figure 36

Archive a Category

To archive a Category, click on the 'Archive Category' button as shown in Figure 37.

Figure 7
Figure 37

Upon doing so, the 'Archive Category' pop-up window with the buttons 'Proceed' and 'Cancel' will appear as shown in Figure 38. Click on the 'Proceed' button to archive the Category. Click on the 'Cancel' button to close the pop-up window.

Figure 8
Figure 38

Add a Sub-Category

To add a sub-category for a Category, click on the 'Add Sub-Category' button as shown in Figure 39.

Figure 9
Figure 39

In the 'Add Sub-Category' page, enter the Title of the Sub-Category and click on the 'Submit' button as shown in Figure 40.

Figure 10
Figure 40

Edit a Sub-Category

To edit a Category, click on the 'Edit Sub-Category' button as shown in Figure 41.

Figure 11
Figure 41

In the 'Edit Sub-Category' page, edit the Title of the Sub-Category and click on the 'Submit' button as shown in Figure 42 to save your edit.

Figure 12
Figure 42

Archive a Sub-Category

To archive a Sub-Category, click on the 'Archive Category' button as shown in Figure 43.

Figure 13
Figure 43

Upon doing so, the 'Archive Sub-Category' pop-up window with the buttons 'Proceed' and 'Cancel' will appear as shown in Figure 44. Click on the 'Proceed' button to archive the Sub-Category. Click on the 'Cancel' button to close the pop-up window.

Figure 14
Figure 44

To return to the 'Settings' page, click on the 'Back' button present in the 'Categories (Asset)' page.

Manage Project Category Setting

Click on 'Settings' and choose the 'Project' card as shown in Figure 45.

Figure 45
Figure 45

In the 'Project - Categories' screen, you can see a set of buttons in the toolbar with the available categories as shown in Figure 46. Each step shown in Figure 46 is explained in the below table.

Figure 46
Figure 46
Sl. No. Name Description
1 Back Use this button to return to the settings page
2 Add Category Click to add a category for projects
3 Project Category Name The list of available categories for projects
4 Edit Category Click to edit category of project
5 Archive Category Click to archive category of project

Add Category

To add a Category for Project, click on the '+' button as shown in Figure 47.

Figure 47
Figure 47

In the 'Add Category' page, enter the Title of the Category. Once you are done with, click on the 'Submit' button to save your information as shown in Figure 48.

Figure 48
Figure 48

Upon doing so, the Project Categories will appear in the 'Add/Edit Project' page.

Edit a Category

To edit a Category, click on the 'Edit Category' button appearing against each Category as shown in Figure 49.

Figure 49
Figure 49

In the 'Edit Category' page, edit the Title of the Category and click on the 'Submit' button as shown in Figure 50 to save your edit.

Figure 50
Figure 50

Archive a Category

To archive a Category, click on the 'Archive Category' button appearing against each Category as shown in Figure 51.

Figure 51
Figure 51

Upon doing so, the 'Archive Category' pop-up window with the buttons 'Proceed' and 'Cancel' will appear as shown in Figure 52. Click on the 'Proceed' button to archive the Category. Click on the 'Cancel' button to close the pop-up window.

Figure 52
Figure 52

To return to the 'Settings' page, click on the 'Back' button present in the 'Categories (Project)' page.

Manage Ticket Category Setting

Click on 'Settings' and choose the 'Ticket' card as shown in Figure 53.

Figure 53
Figure 53

In the 'Ticket - Categories' screen, you can see a set of buttons in the toolbar with the available categories (Uncategorized by default) as shown in Figure 54. Each step shown in Figure 54 is explained in the below table.

Figure 54
Figure 54
Sl. No. Name Description
1 Back Use this button to return to the settings page
2 Add Category Click to add a category for Tickets
3 Ticket Category Name The list of available categories for Tickets
4 Edit Category Click to edit the category
5 Archive Category Click to archive the category

Add Category

To add a Category for a Ticket, click on the '+' button as shown in Figure 55.

Figure 55
Figure 55

In the 'Add Category' page, enter the Title of the Category. Once you are done with, click on the 'Submit' button to save your information as shown in Figure 56.

Figure 56
Figure 56

Upon doing so, the Ticket Categories will appear in the 'Add/Edit Ticket' page.

Edit a Category

To edit a Category, click on the 'Edit Category' button as shown in Figure 57.

Figure 57
Figure 57

In the 'Edit Category' page, edit the Title of the Category and click on the 'Submit' button as shown in Figure 58 to save your edit.

Figure 58
Figure 58

Archive a Category

To archive a Category, click on the 'Archive Category' button as shown in Figure 59.

Figure 59
Figure 59

Upon doing so, the 'Archive Category' pop-up window with the buttons 'Proceed' and 'Cancel' will appear as shown in Figure 60. Click on the 'Proceed' button to archive the Category. Click on the 'Cancel' button to close the pop-up window.

Figure 60
Figure 60

To return to the 'Settings' page, click on the 'Back' button present in the 'Categories (Ticket)' page.

Manage OfficeOps Category Setting

Click on 'Settings' and choose the 'Office Functions' card as shown in Figure 61.

Figure 61
Figure 61

In the 'OfficeOps - Categories' screen, you can see a set of buttons in the toolbar with the available categories (Uncategorized by default) as shown in Figure 62. Each step shown in Figure 62 is explained in the below table.

Figure 62
Figure 62
Sl. No. Name Description
1 Back Use this button to return to the settings page
2 Add Category Click to add a category for OfficeOps
3 OfficeOps Category Name The list of available categories for OfficeOps
4 Edit Category Click to edit the category
5 Archive Category Click to archive the category

Add Category

To add a Category for OfficeOps, click on the '+' button as shown in Figure 63.

Figure 63
Figure 63

In the 'Add Category' page, enter the Title of the Category. Once you are done with, click on the 'Submit' button to save your information as shown in Figure 64.

Figure 64
Figure 64

Upon doing so, the OfficeOps Categories will appear in the 'Add/Edit Office Functions' page.

Edit a Category

To edit a Category, click on the 'Edit Category' button as shown in Figure 65.

Figure 65
Figure 65

In the 'Edit Category' page, edit the Title of the Category and click on the 'Submit' button as shown in Figure 66 to save your edit.

Figure 66
Figure 66

Archive a Category

To archive a Category, click on the 'Archive Category' button as shown in Figure 67.

Figure 67
Figure 67

Upon doing so, the 'Archive Category' pop-up window with the buttons 'Proceed' and 'Cancel' will appear as shown in Figure 68. Click on the 'Proceed' button to archive the Category. Click on the 'Cancel' button to close the pop-up window.

Figure 68
Figure 68

To return to the 'Settings' page, click on the 'Back' button present in the 'OfficeOps - Categories' page.