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Introduction

Categories allow you to organize similar items. Items in the same category will have the same set of attributes. Any new item added to a category will automatically be given all of the attributes assigned to the category. The list of categories shows the number of items currently assigned to each category. A category has a name, color, attributes, groups (subcategories), note, and pictures. You can also define the display characteristics of items.

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Display

The Categories screen shows the list of categories and their groups. If any collections are defined then they will appear along with the categories. Each category or group row displays:

If you have setup more than one database, the name of the current database appears at the top under Categories. A shared database will have a cloud icon ☁ before the name. If the shared database is read-only, it will have the ⊘ icon before the name.

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Icons

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Features

View Items
Tapping a collection, category, or group name will bring up a list of associated items.
Tools
Tapping the Tools icon brings up the Tools window. This provides access to Data Transfer, Lookup Lists, Settings, Passcode Lock, and other contact and help information.
Edit
Tapping the Edit button switches between view and edit modes.
Search Categories
The search field at the top of the Categories screen allows you to quickly find any category or group. The search is applied to the name and note. You can also indicate how the search is to be applied by selecting one of the scope buttons below the search field.
View Category
Tapping the detail button to the right of a category brings up the Category screen. This allows you to view the category definition.
Edit Category
You can edit a category one of two ways. Either view the category and tap the Edit button on the Category screen or tap the Edit button on the Categories screen and then tap the category you wish to edit.
Add Category
Enter edit mode by tapping the Edit button. The list of categories will change and a row labeled "Add Category" will appear. Tap this row to bring up the New Category screen.
Delete Category
Enter edit mode by tapping the Edit button. Tap the red circle delete icon next to the category you wish to delete. You will need to tap the red Delete button to confirm the deletion. If the category contains any items you will be given the choice of deleting the category and all of its items or you can choose to delete the category's items but not the category.
Delete Category Items
Enter edit mode by tapping the Edit button. Tap the red circle delete icon next to the category you wish to delete. You will need to tap the red Delete button to confirm the deletion. You will be given the choice of deleting the category and all of its items or you can choose to delete the category's items but not the category.
Reorder Categories
Categories can be automatically sorted or manually sorted. Go to the Sorting Options section of the Settings page. Set the "Auto Sort Categories" option as desired. If off then manual sorting is done on the Categories screen. Enter edit mode by tapping the Edit button. A reorder handle will appear to the right of each category. Press and drag this handle to move the category into the desired position.
Expand/Collapse
Tap the little triangle to the left of any collection, category, or group to show or hide any child categories or groups.
Edit Collections
Collections can be setup either from the Categories screen or from the Category screen. From the Categories screen tap the Edit button to enter edit mode. A new row will appear labeled "Edit Collections". Tap this row to brings up the Collections screen.
Edit Group
Groups are part of a category. To edit a group you must edit the category it belongs to.
View Pictures
Tapping the actions icon in the toolbar brings up a menu. Select View Pictures to be able to view all pictures assigned to all of your categories and groups. This does not include any item pictures.

At the bottom of the Categories screen are three buttons allowing you to switch between the Categories, Locations, and Actions screens.

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Settings

The following settings affect the Categories screen: