Once an administrator has configured CRM-Map with items associated with categories, it is easy for staff to associate an item to a location.
- Select edit categories.
- Categories will have icons. The detail of setting this up is covered in a separate video.
- Allocate a new item by selecting the Add New categories or edit an item with the blue button on the right-hand side.
An item can be associated with a category. A category can have one or more items, but each item can have only one category.
Items are now ready to be assigned to locations.
If you prefer to watch a training video on this topic, please click on the video linked below: