Change Section Category

January 2, 2024

When organizing your application, it's important to keep in mind the section titles or categories of each section in your application because this will come into play in the customer record. In order to manage these sections on each of your tabs, uhm, at the top of each section, you can select this tab and then decide which category you would like this information to belong to. You'll be able to see this in the video. In the customer record, quickly switching over to a customer record, in the customer details, uhm, in each of these sections here.

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