[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row column_structure=”3_4,1_4″ custom_padding=”27px|0px|27px|1px|false|false” module_class=” et_pb_row_fullwidth” _builder_version=”3.25″ width=”89%” width_tablet=”80%” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_last_edited=”on|desktop” make_fullwidth=”on”][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.19.18″ custom_margin=”|40px|40px|||”]<\/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=”https:\/\/www.teamogy.com\/wp-content\/uploads\/ChooseCategory.gif” show_in_lightbox=”on” align_tablet=”center” align_last_edited=”on|desktop” _builder_version=”3.23″ box_shadow_style=”preset2″ custom_margin=”|40px|40px|||”][\/et_pb_image][et_pb_text _builder_version=”3.26.5″ text_font=”|300|||||||” custom_margin=”|40px|40px|||”]<\/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=”https:\/\/www.teamogy.com\/wp-content\/uploads\/SearchByCategory.gif” show_in_lightbox=”on” align_tablet=”center” align_last_edited=”on|desktop” _builder_version=”3.23″ box_shadow_style=”preset2″ custom_margin=”|40px|40px|||”][\/et_pb_image][et_pb_text _builder_version=”3.26.5″ text_font=”|300|||||||” text_text_color=”#f26522″ custom_margin=”|40px|40px|||”]<\/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=”3.26.5″ text_font=”|300|||||||” custom_margin=”-14px|40px||||” custom_padding=”12px|0px||||” text_font_last_edited=”off|desktop” global_module=”14686″ saved_tabs=”all” locked=”off”]<\/p>\n