User Guides
< Back to Article ListCreating and managing Knowledgebase Categories
Last updated: 25 September 2023 at 16:47:15 UTC by Junari Assistant
The Wiki
module is a knowledge database that can include policies, procedures and
guides. These documents can be stored in
the CRM or links can be created within Wiki to files stored elsewhere.
Creating Categories, Parent Categories and Sub-Categories
Example
To create a Category
Menu>Knowledgebase >Configuration>Categories
Click Create
In Category Name type in the required name and a Description can be added
Click Save
To create a New Parent Category
Menu>Knowledgebase >Configuration>Categories
Click Create
Type a name e.g. “Guides” in Parent Category
Click Create & Edit
“Guides”
will appear in Category Name
Don’t be tempted to type “Guides” again in the Parent Category in this dialogue box otherwise multiple parent categories will be created
“Parent” can be added to Description
Click Save
“Guides” will then appear in Parent Category
A sub-category can be added at this stage by entering e.g. Admin Guides in Category Name
Click Save
On the menu under Knowledgebase Pages an arrow will appear beside parent categories to show there is a drop-down list of sub-categories
To create a Sub-Category under an existing Parent Category
Menu>Knowledgebase >Configuration>Categories
Click Create
In Parent Category select an existing category from the drop-down list e.g “Guides”
In Category Name type a name for the new sub-category e.g. “User Guides”
Click Save
OR
Menu>Knowledgebase >Configuration>Categories
Select a parent category e. “Guides”
Click Edit
Under the tab Sub Categories>Full Name, click Add a line
In Category Name type a name for the new sub-category e.g. “User Guides”
Click Save & Close