Follow

Categorise your custom areas

On the Manage Custom Areas tab you can view all the custom areas you have created. 

This tab allows you to:

  • Create categories in which to organise your custom areas. This will help you locate your custom areas within the list
  • When viewing the dashboard, the custom areas will also be ordered by their category. This makes it easier for you to compare across areas within the same category and across different categories as a whole
  • Click Add Category to create a new category and then drag and drop custom areas into the relevant category heading using the drag arrow next to the custom area name 
  • Use the delete button to delete any unwanted categories. Use this to create categories for certain temporary projects and then delete where necessary 
  • Please note you cannot delete categories which contain custom areas. In order to delete categories which contain custom areas you must first delete or move the custom areas contained within it

 

Categorise_Your_Custom_Areas.png

You can have as many different categories as you would like, so use this to:

  • Create categories for specific departments 
  • Create categories for specific users 
  • Create categories for specific projects 
  • Generally make your Local Insight group easy for other users to understand and navigate around

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.

Can't find what you're looking for?

Contact Us