More categories

Rvj_ksu
Rvj_ksu
Community Member

New user here, but is there a way to add more categories and fields than what we get default. I am using pro version and I am looking to add my medical insurance information but there is no field to enter policy id or group number.
Is there a way to do this?
Thanks

Comments

  • Hi @rvj_ksu,

    It isn't currently possible to create an entirely new template/category, but with the Pro version you can add custom fields. For the sort of information you're looking to store, either a Membership or Secure Note item would likely be appropriate.

    Thanks!

    Ben

This discussion has been closed.