Categories

The Categories tab allows you to view all of the categories associated with that contractor. You can associate more categories, or edit and delete categories from here.

Associate a Category

To associate a category, complete the following steps:

  1. Right click in the grid and select Add Record. The following screen will appear:

    Contractor Category

  2. Select a category from the pick list.
  3. Click to save the record.  
  4. Click to close the window.

Viewing, Editing, or Deleting Assoc. Category

To view, edit, or delete a category, right click on the category record and select either View Record, Edit Record, or Delete.

See Also

Contractors

Contractors Header Data

General

WO as Resource

Custom and Comments