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  1. Go to the (blue star) Configuration menu > System Values: Advanced > Categories.

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  2. Click the Add button on top of the Categories table. You will be directed to the Add Category page.

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  3. In the Name field, provide the name of the new category.

  4. Decide whether this category should be Active and thus selectable.

  5. Decide whether this category should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  6. In the Applicable to section, select to which Home Portal entities this category should be applied. Double-click on the entity to move it to the Selected Items or Available Items list, or use the buttons between the lists.

  7. Click the Save button.