Adding a category group

Tip

A Category Group is a group of constituents.

1. 👆Navigate to Constituents 👉"Add New Category Group"

2. ✍Enter the "Group Name".

3. 👆Select the type of category.

4. ✍Fill in the definition and SAP/Business Ref and add any comments.

5. 👆Click "SAVE"

6. 👆Select the constituents.

7. 👆Click "SAVE". 🥳The new category group will be saved.