Category

Here are the steps to create EFS Category. To learn more, you can also watch this RADIX Online tutorial video:

Category

To create an EFS Category in Radix, first select the desired company.

1. Go to Utilities > Electronic File System > Category.

2. EFS Category entry form will open. Enter details such as:

Name - Enter the name of the EFS Category you want to create.

Code - This field will be auto-generated. However, if you want you can change it.

Name - This field will be auto-generated. However, if you want you can change it.

Notes - Press F4 button and enter remarks/information here, if any.

Status - Always tick on this field, if you want this EFS Category to be active.

You can enter the fields you want and leave rest of the fields blank and proceed.

3. Once all the details have been entered, click on Save button. Your EFS Category will be created.

4. New button will be activated. To create another EFS Category, click on New button and start again with step 2.