Adding or Editing an Employee Category

To get to Employee Categories, type empcat into the Convobar, or go to Meevo > Data > Employee Categories.

To add an Employee Category

Tip: Use the copy function to quickly create a new data record with similar details to an existing item. First, locate and select the existing item, and then select Copy. Meevo 2 will create a new definition with fields that are identical to the record you just copied. Make changes to the data as needed, and select Save when finished.

From the Employee Category search form, select Add New.
Enter a Display Name and an optional Description.
Appointment Book Hotkey: Select in the text box and enter a letter that will be the assigned hotkey for this category. After saving, you can use this hotkey in the Appointment Book to filter employees by those assigned to the category. Note the following:

When saving, Meevo 2 will validate your selection if that shortcut key is already in use. If it is in use, you will be prompted to select another key.
These custom shortcut keys will appear in the Employee Categories search results, in the far-right column.

Employees: This is a list of all employees who are assigned to this Employee Category.
When finished, select Save.

To edit an Employee Category

Note: Some fields may not be editable if the current location is not the item's Home Location.

Locate the Employee Category and select it.
Select Edit, and make your changes.
When finished, select Save.