[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row column_structure=\u00bb3_4,1_4″ custom_padding=\u00bb27px|0px|27px|1px|false|false\u00bb module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_last_edited=\u00bbon|desktop\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb3.19.18″ custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n
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Categories help you to sort your records in Teamogy<\/strong>. In the system default settings, there are few predefined categories, which can be easily changed \/expanded for every type of record in Teamogy.<\/p>\n If you want to choose category, <\/strong>check the GIF below<\/strong>.\u00a0<\/strong>This guide shows how to add category to any record in Teamogy.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/ChooseCategory.gif\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ box_shadow_style=\u00bbpreset2″ custom_margin=\u00bb|40px|40px|||\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n How to sort and search by category?<\/strong><\/p>\n Categories<\/strong> are very helpful, as they can help you to maintain order to many thousands of records. It allows you to filter the records of any selected category and filter it or search even deeper<\/strong>.<\/p>\n Practical example: You need to find a letter you sent to a client a couple of months ago. Easily filter only the documents with the category Letter and easily find the correct letter or filter further by Company name and find any relevant document. <\/em><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/SearchByCategory.gif\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ box_shadow_style=\u00bbpreset2″ custom_margin=\u00bb|40px|40px|||\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb text_text_color=\u00bb#f26522″ custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n Tips & Tricks\u00a0<\/strong><\/span><\/p>\n Categories help you to work more efficiently with your documents. If you set a category in your document, you will be able to filter documents in view My Documents or All Documents<\/strong>.<\/span>\u00a0<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb locked=\u00bboff\u00bb]<\/p>\n