Product Categories are the broad category of products and services you offer, such as 'Windows' or 'Doors'. Product Categories are used throughout the system to track what your Prospects are interested in purchasing such as on a Lead Source or Appointment page. The specific products you offer such as a '30' Bay Window' should NOT be a Product Category, the Products section of improveit 360 allows you to enter all of the specific Products you sell.
You may have already entered your Product Categories using the First Time Setup tab, but they can also be accessed from the Settings Tab.
1. Settings Tab
Click on the Settings Tab, click on 'Product Categories'. These will update your 'Interested In' options that appear on Appointments.
Adding/Updating Product Categories: Click the '+' button next to the Product Categories.
Enter the Product Category name and click 'Save' or 'Save & New' to enter multiple Product Categories. Once you are done adding Product Categories, click 'Save' at the top of the page to confirm all of the changes.
Deleting Product Categories: Click the 'x' next to any Product Category to delete it from the list and click 'OK' to confirm the delete. Once you are done deleting Product Categories, click 'Save' at the top of the page to confirm all of the changes.
Note: Deleting old Product Categories will NOT remove this historical data in your system. Old Appointments that still have these product categories selected will not be changed. This will just prevent any new appointments from selecting this option.
Additional Note: Removing a Product Category in this way, all historical records will act as though the option was simply deactivated from active choices. This means the choice will remain if unaltered, but if removed from a record, you will be unable to read it. In addition, if going to an adjacent record, like from lead source to appointment, and the lead source retains the old interest, the appointment will not be able to copy that interest, as it's no longer an active value. This will not create errors, but you will have to choose a separate interest from what was initially on the Lead Source.
2. Change the Product Category picklist on the Product (or other) object(s)
As a best practice, you should also update your product categories in secondary locations. (Lead Source, Appointment, Project and Product).
Navigate to in Setup > Objects > Product (or Project, or other Object where Product Category picklist has inconsistent values).
Example: Product Category picklist field on the Lead Source (called Interested In under Setup) object is used when setting up Campaign Filters. It is important to made sure these categories match what is in your Settings Tab.
Navigate to Setup
In the QuickFind search for Objects and choose the Objects menu
From the Objects page, scroll down and click on 'Product' (or Lead Source, or Project, wherever you are trying to change the Product Category values).
Scroll down to the section 'Custom Fields & Relationships', and find the Product Category field, then click on it.
On the Product Category page, scroll down and click 'New' to add new Values to mirror the Product Categories in the Settings Tab.
If there is a product category you no longer wish to use, best practice is to DEACTIVATE the active value, so it appears in your inactive value list, rather than deleting entirely.