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Setting Defaults for Workspace Fields

- SETTING UP DEFAULTS FOR ATTRIBUTES AND CATEGORIES -

ATTRIBUTES

First Step: Go to app.aimhq.com, click the Gear Button icon and hover to “My Companies” and click.

 

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Hit the 3 dots icon which is the “Actions” button and select “Items Settings”.

 

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Second Step: After clicking the "Items Settings", a window like this will appear.

 

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*** THESE ARE EXTRA GUIDES FOR ALL THE BUTTONS IN                                  THE ITEM SETTINGS WINDOW ***

 

*** ADD Button:

 

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*** EDIT Button: ( Pencil Icon)

 

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*** DELETE Button: ( Trash Can Icon )

 

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*** ACTIONS Button: ( 3 Dots Icon )

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CATEGORIES

After setting up your Attributes, you can now proceed to set up your Categories.

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Click the Edit button ( Pencil Icon ) to bring you to the Default setting page wherein you can choose to toggle ON/OFF an Attribute.

 

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