Overview of Categories Configuring iSupport Category Functionality
In the Options and Tools | Customize | Categories screen:
To add a category, select the level above the category level you wish to add and click the Add link. "New Category" appears as a link; click it to enter the category name.
To copy an existing category, select the existing category and click the Copy link. Then select the level above the category level you wish to add and click the Paste link.
To edit a category, select the category and click the Edit link.
To move a category along with its lower level categories, click on the category and drag it to the desired place in the structure.
To enable display of a category and its lower level categories on the mySupport portal, right-click on the category and select Add mySupport Access. Note that if mySupport access is applied to a lower level category, the mySupport access will also be applied to its upper level (parent) category.
Use the Show Pending Deletion link to display records that have been deleted by an iSupport user but are retained in the system because of references to other records (incidents, correspondence, etc.). The Database Maintenance agent ultimately removes these records.
Associating Correspondence Templates
Defining Category Custom Fields
Assigning Support Representative Skills
Associating Signing Agreements