The Category Feature in Insight CRM helps organize projects, tasks, and clients in a clear, structured way. Admin creates and manages categories, while staff and clients use them to sort and find information easily. It works automatically during task creation, saving time, improving workflow, and making daily operations more efficient.

 

 

How to Add a Category

• Log in to the Admin panel and open the Dashboard.

• Navigate to POS from the left menu.

• Click the Category from the left menu, and a window will appear.

• Finally, click the Add New button to open the entry form, or select Add New Tiles from the Sell menu to begin.

• Fill in the following details:

• Title: Enter the category title in the title field.

• Tile Color: Click on the Pen to select the tile color.

• Once all the fields are completed, click the Add Category button to save the information.

 

Note: Admin, Client, and Staff features are the same in the Pos Addon. Therefore, the Same procedure will be applicable for Client and Staff in every step.  

 

 

 

 

How to Edit a Category

• Log in to the Admin panel and open the Dashboard.

• Navigate to POS from the left menu.

• Finally, click the Category from the left menu, and a window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• Click the Edit button, and a new entry form will appear.

• Fill in the following details:

• Title: Enter the category title as desired in the title field.

• Tile Color: Click on the Pen to select the tile color.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the addon will be automatically deleted; otherwise, click the Cancel button.

 

Note: Admin, Client, and Staff features are the same in the Pos Addon. Therefore, the Same procedure will be applicable for Client and Staff in every step.