Account Application Types

The Categories tab provides administrators with the ability to further organize Sub-Products into categories such as Account Product or Account Holder.

The grid within the Categories tab displays the following columns of information about each Category:

Column	Description
Name	An editable column that provides the ability to enter a name for the Category.
In Use	Displays a when the Category is used by a Product.

From this tab administrators are provided with the ability to add and delete Sub-Product Categories.

Add a Category

To create new Category, click . A blank grid line appears.
Click within the Name field and enter the Category name.

The name of each Category must be unique or the following error message is received upon trying to save the Category:

Click to submit changes.

Delete a Category

When Categories are 'In Use' they cannot be deleted; therefore,

is disabled when the Category is selected within the grid.

To delete a Category, highlight the desired Category within the grid and click .
A confirmation message appears to confirm that the category should be deleted. Click Yes to delete the Category or No to retain the Category.