An agency category is a simple way to make a further segmentation. Category is a stand alone segregation. In the current version there are no reports available for category, but there will be statistical reports in the new version.
A category is a fully free segregation based on the needs of the user, whereas segment is linked to rate codes.
Remarks: Adding new record affects all properties within the group. This means add new record is all, edit and delete is per property.
The Categories created here will appear in the program called "Partners".
To Add
- Click the button "+ Add new Record", type the Agency Category name and the Agency description. Hit Submit or enter when done.
To Edit
- Click the "edit" icon and start editing the data.
- Click "submit" when done.
- Click "cancel" if you don't want to make any changes.
To Delete (deactivate)
Double check first before deactivating an Agency Category.
- Navigate to the Agency Category that you want to deactivate, click "deactivate" button.
- Are you sure you want to de-activate this record?
- Click "OK".
To Re-activate
- UN-tick the tick box “hide inactive” to show the in-active records.
- Navigate to the Agency category name that you want to re-activate, click "re-activate" button.
- Are you sure you want to re-activate this record?
- Click "OK".
