You can change the category of a service record by going to its Details View > Service Details section.
Follow these steps to change a service's category:
- Log in to the CRM.
- Click the main Menu.
- Go to Inventory.
- Click Catalog > Services. The Services page opens.
- Select and click to open the Service record whose category you want to modify. The Summary View opens.
- Click Details in the top menu bar.
- Look for the Service Details section > Category field.
- Select the desired category from the picklist.
- Click Save.
To learn more about Services, click
here.