The Online Account Categories Mini Directory stores the available online account categories linked to a Party or Provider.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
To add a new Online Account Category, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Category field of the new entry to enter edit mode. Category is a required and unique field. Up to 20 characters can be entered in the Category field and up to 255 characters in the Address field. New Online Account Categories are Active by default. "Website" is a default Online Account Category that cannot be modified, marked inactive, or deleted.
Advanced Search reports for Parties or Providers can be utilized to locate names by their associated Online Account using Name > Online Accounts > Account Category.
To delete an Online Account Category, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
