CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT

2.Edit the Descriptive Name. This description for the filter category displays in the Categories column on the report screen.

TIP: Click Cancel to return to the Category Information box without saving your edits.

3.Click Update to accept your modifications and to open the alert box with the message: “Category Updated!”

4.Click OK to close both the alert box and the dialog box. The update you made displays in the Category Information box.

Add a Filter Category

WARNING: Any filter category you add can be edited but cannot be deleted.

1.If you wish to add a filter category, in the Category Informa- tion box, click the Add New Category button. This action opens the Add a New Category dialog box:

Fig. 2:3-7 Add a Filter Category

2.Enter up to seven characters without spaces for the filter category’s Short Name.

3.Enter the Descriptive Name. This entry will display as the filter category’s description in the Categories column on the report screen.

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8e6 Technologies 3 manual Add a Filter Category