Editing catalogues
There are three types of Catalogue – one for each entity type. The three types are Individual, Company, and Trust.
Each catalogue can be edited to suit your own firm’s way of working with clients. You do not have to keep the categories and requirements that are populated by default. For example, you might want to remove a category and add a new category. You might want to remove some requirements from a category and add new ones.
It is important to note that once a client has been created and had categories and requirements selected from the Catalogue, any changes made to those categories and requirements within the Catalogue subsequently will not be reflected in the client’s page.
The order of categories in a Catalogue can be changed – click and hold the 6 dots to the left of a category name and drag it to the position you want it to be in the list.
To see all the requirements in a category click on the category title.
