Edit a Support Category

Edit a Support Category

This article explains how to edit a Support Category.

1.      Click on the Settings icon in the top-right corner.



2.      Scroll down to the Contracts and Appointments section and select Support Categories.



3.      Click on the name of the category to be edited, as listed under the Category column.



4.      Enter any desired changes into the available fields (Display Name, Tag, Short Description) then click Save button.



It is important to note that any changes made to a support category will be reflected on any existing category budgets which use that support category.


    • Related Articles

    • Edit a Support Category Display Name

      On the 27th of July, the following changes were introduced to resolve issues where a change to the Support Category Description, causes certain Reports to fail during the Download process. The current Description field will be locked down and will no ...
    • Entering funding for support coordination clients

      To enter the funding for your support coordination client, open the service contract by going to the CRM section on the menu, clicking on clients and selecting the client's name. On the client profile screen, go to the client funding section showing ...
    • Set up a Support Coordination Client

      This article details the steps that must be completed for a client to be set up for Support Coordination. The Support Coordination Client service type needs to be present in the Client Profile. The primary Support Coordinator must be allocated to the ...
    • PACE User Guide - Support Coordination

      An overview of PACE for Support Coordination. Please note: If you do not have this option, you will need to contact support@careviewapp.com so we can enable your organisation to be PACE active. 1. Go to the CRM menu header on the left hand side 2. ...
    • Edit a Stated Support

      Use the following steps to edit a Stated Support record. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. In the Client Funding table, click Open on the Service Contract. 3. In ...