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I can add or rename a category?

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CGP745NGD
CGP745NGD
Community Member
edited April 2023 in Memberships

Is it possible to rename or add a category within a vault? Examples: Travel, Airlines, Hotels, Rental Cars, General, etc.

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  • Tertius3
    Tertius3
    Community Member
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    You cannot change a category or add new ones. It's the template an item was created from, nothing more. Use tags for this kind of organizing items, that's what they were made for.

  • ag_josephine
    ag_josephine
    edited April 2023
    Options

    Hi @CGP745NGD,

    As mentioned above, currently you are not able to rename or create new categories.

    In the meantime, the Secure Notes category is a great option - you can even add custom fields to organize your data the way you want.

    To make your own custom category:

    1. Create a new item from an existing category, like a Secure Note.
    2. Add the sections and fields you'd like.
    3. Save it as a blank item with a title like "Custom Template".
      Duplicate that item (right-click the item and click Duplicate) anytime you need to create a new item with those specific fields.

    To find these custom items after you create them, you can group them together with tags or create a new vault specifically for them.

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