The General tab

On the General tab, you select the fields that will be displayed, set the properties of the category, and configure the components of the main panel.

NOTE  This topic describes the General tab of the New Category or Edit Category pages. The page has two additional tabs: Details tab and Insights tab. For details on these tabs, refer to The Details tab and The Insights tab.

Sections by entity category

The General tab of the New Category or Edit Category pages is broken into expandable sections that allow you to configure the components that will appear on the main panel of the entity. Not all sections are present on the category pages of all entities. Here is an overview by entity category:

Section Name Ticket Task Opportunity Device Organization
General
Header
Main body

 

Change Info fields      

 

Change Approvals      

 

Checklists  

 

Available (Organization) Form Templates  

 

(Available) Notification Templates

 

Tags      

 

Other options    

 

Other options during organization creation

 

 

 

 

Time Entry/Note Quick Edit Fields      

 

Detailed description of each section