How do I create additional categories?

Tender comes with three default categories: Problems, Questions and Suggestions, but it is easy to create or re-name categories to fit your organization's needs.

To create a new category, click the "Manage Categories" link from the main dashboard.

category_dboard_close.jpg

From the new screen, click a "Create a Category" button:

create_category_screen_full.jpg

This will bring up a screen where you can enter your category name. In this example, we've named the category "Billing"

category_field_.jpg

You can use the check boxes to select if you want this category to be set to "private" by default, or be visible. In this example we are going to set the category be public and visible:

private_visible_box.jpg

You can choose an autoresponder for this category while creating it.

autoresponder_dropdown.jpg

You can also select a mail template to be sent when users receive notifications about discussions from the category.

mail_template_dropdown.jpg

Finally, you can use the summary section to write internal notes about the category.

category_summary.jpg

Now, simply click the "Create Category" button, and your new category will be available to select by users and support staff.

new_category_.jpg