Group coins with categories and add notes

Make a category

1. Go to Categories.
2. Click Add category.
3. Enter the Name.
4. Optional: select a Parent category to make a subcategory.
5. Click Add category.

To add a subcategory from the list, click the plus button on the category.

Put coins in a category

1. Go to Coins.
2. Select the coins.
3. Click Edit.
4. Turn on Category and select the category.
5. Click Update ... coins.

You can also set the category when you add a coin.

Remove coins from a category

1. Open the category.
2. Select the coins.
3. Click Remove from category.

Delete a category

1. Open the category.
2. Click the delete button (the trash icon).
3. Click Delete category.

The coins stay, with no category. When the category has subcategories, move or delete them first.

Add a note

Coins, purchases, contractors, memos, consignments, customers and invoices have a Notes section.

1. Open the record. For a coin, the Notes section is on the Details tab.
2. Write the note.
3. To mention a team member, type @ and select the name. The member gets an email.
4. Click Add note. You can also press Ctrl+Enter.

To answer a note, click Reply. The author can click Edit or Delete. When you delete a note, its replies stay.

Search the notes

1. Go to Notes.
2. Enter the words to find. Use quotes for a phrase, for example "toning".
3. Optional: select a kind of record, such as Coin or Customer.