Set Account Issue Categories

Issues may be organized into Categories by the type of issue: "Waiting for payment", "Need Contract". Or by who's responsible for follow-up, like "Front Office".

  1. Go to Settings > Account > Issue Categories > click the +Create icon.

    Account Categories

  2. Enter a name for the type of issue or the individual or group responsible for the issue and click OK.
  3. When you create or edit an Account Issue, you'll have the option to select a Category.


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