How do I customize categories?

In your account, if you have the advanced permissions to manage categories, you will find a Categories section at the bottom of the left column navigation menu. In it you will be able to look through the current categories available for Assets, Contacts, Documents, Events, Lists, Logs,  Projects, Residents, Staff, Tasks, Vendors, and Zones.

In this section, you can customize your account's categories based on how you want to organize information. You can add custom categories and delete any categories you don't use (if you've already applied them to anything in your account, you won't be able to delete them). You can have 50 categories max under each list.

The list of categories here is the list of categories that shows up when you add/edit new items such as an Asset or Vendor, or when you filter results on an overview page like for Tasks or Documents.