Discover the steps to modify the category of a section within the application editor, enhancing the organization of customer records.
To change the category of a section in the application editor, follow these steps:
- In the Application Editor, select the section where you would like to change the category.
- Click the tab with the current category to open the category dropdown.
- Click the new category for the chosen section.
The categories selected in the application editor will be arranged in the customer record from the first category chosen to the last.
Here is a short video that provides a clear explanation of the process mentioned above: