Category Management

Click on 'Tool' Menu and 'Category' submenu which will display the category dialog as shown below.

Add Category

  • Click on 'Add' button in the bottom of the Category Dialog.
  • This will popup a dialog, where you can enter the name of the new category and click on 'OK'.
  • The newly added category will be displayed in the list now.

Edit Category

  • Select a specific category from the list and click on 'Edit' button in the bottom of the Category Dialog..
  • This will popup the edit dialog, where you can change the category name and click on 'OK'.
  • The edited category will be displayed in the list now.

Delete Category

  • Select a specific category from the list and click on 'Delete' button in the bottom of the Category Dialog..
  • If there are no records associated with this particular category, it will delete the category immediately.
  • If there are records associated with this particular category, it will display a warning message displaying the number of records associated with this particular record. If you say YES, this will delete the category and reassign all those records to the 'Unfiled' Category.
  • Note : Deleting a category will not delete the records associated with that particular Category.

Assign category to a record

  • To assign a category to a record, select the record from the main window and click on 'Edit' button from the panel at the bottom.
  • This will bringup the 'Edit Record' window, where you can change the category by clicking on the Category drop down list.