Purpose 

The Categories module allows users to customize the TRUE experience by creating custom drop-down lists for various modules throughout the system. Users can adjust these customized fields in the Categories module.

Categories List View 

Search & Filter

• Search bar: Search for a particular module category

Column Headers

• Module: Displays the module name
• Category: Shows the category name within the module

Additional Features

• "+" Icon: Adds a new category option

Category Edit View 

Details Section

• Name: Editable field for the category option name

Additional Features

• "+" Icon: Adds a new category option
• "🗑️" Icon: Deletes a category option (irreversible action)

Setup and Using Categories

Edit Category Options

1. Search for the desired module category or find it in the available list
2. Select the desired category record
3. Click the "+" icon to add a new custom category drop-down item
4. Edit the text in the Name field
5. (Optional) Number the list items if a specific order is desired

Using Categories

1. Navigate to an available module with customizable fields
2. Locate the field with the custom drop-down options
3. Select from the custom drop-down items created in the Categories module or click the field to type.

Delete Category Option

1. Search for the desired module category option
2. Select the record
3. Click the "🗑️" icon next to the desired category drop-down item
4. Confirm deletion 

Note: This action is irreversible

Common Workflow Questions

1. How do I add a new category to a specific module?
2. Can I reorder the items in a category drop-down list?
3. What happens to existing data if I delete a category option?
4. Are there any modules where I can't customize categories?
5. How do I find out which fields in a module use customizable categories?
6. Can I import a list of category options instead of adding them manually?