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.

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If you prefer to watch a training video on this topic, please click on the video linked below: