How to Setup Custom Categories on Insight

Renaming of Custom Categories

1. Navigate to Setup -> Clients
2. Select the Unassigned Category X (1,2,3) tab to be modified
3. Click on Rename
4. Enter a name and click on OK

Adding description to Custom Category

1. Navigate to Setup -> Clients
2. Select the Unassigned Category X (1,2,3) tab that requires descriptions
3. Click on the green + sign (top right)
4. Enter description
5. Save changes

Select a description from the Custom Category dropwdown for the relevant Client

1. Navigate to Setup -> Clients
2. Find the relevant client
3. Select description from the relevant custom category.

   Note: The headings for the Custom Categories will display the name that has been setup for them.