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.

To remove coins from a category, open the category, select the coins and 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, auctions, platform sales, 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 a notification and an email only when the member can open the record.
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".