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How to Edit a Custom Category from Customer Portal?

In this article, you will learn how to edit a customer category from customer portal.

Written by David Arteaga


​1. Click on 'Settings'

Click on 'Settings'

2. Click on 'Company Settings'

Click on 'Company Settings'

3. Click on 'Customer Portal'

Click on 'Customer Portal'

4. Scroll Down to Cusotm Categories and Click on the Pencil Icon to Edit

Scroll Down to Cusotm Categories and Click on the Pencil Icon to Edit

5. Update the Category Name

Update the Category Name

6. Select Your Category's New Color

Seclet Your Category's New Color

7. Select Its New Icon

Select Its New Icon

8. Click on 'Save Changes'

Click on 'Save Changes'

9. Look for This Confirmation Message

Look for This Confirmation Message

10. See Your Custom Category Being Updated

See Your Custom Category Being Updated

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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