Company Categories

For the “Company Category” section you may create custom categories for your companies by clicking the new button, and typing the name of the company category. For this tutorial, a category titled “Tech” was created.

Definition

Name - is the name or title of the Company category that you wish to create

Note Categories

In the “Note Categories” section you may create custom categories for your notes by clicking the new button, and typing the name of the note category. This will allow you to easily classify and organize your notes.

Definition

Name - is the name or title of the Note category that you wish to create

Event Categories

In the “Event Categories” section, you may create or delete custom events, which will allow you to classify and organize your events types.

To create an “Event Category”, click the “New” button, type the name of the category, the description, and place a checkbox if it is a “Milestone”.

Definitions

Name - is the name or title of the event

Description - is a summary of the event

Milestone - check this box if the event is considered to be a milestone

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