What are organisation categories?
A category is a way of grouping organisations, like a folder or a section. When a user clicks on a category, any organisations associated with the category will be displayed. An organisation can be in more than one category. Categories are also hierarchical, meaning you can have categories within categories (i.e. sub-categories).
How are categories different from tags?
Categories can be nested with sub-categories while tags have a flat structure and are meant for labelling organisations across categories. For example, you may group organisations under categories like 'Charites' and 'Education providers' with tags like 'Not-for-profit' or 'Voluntary'.
How do I add a category?
Go to Contacts > Organisations > Categories.
Click the Add button in the top right.
Select an option from the drop-down menu under Parent category.
Enter a Title.
Optionally, enter a Description (including text, photos & video).
Optionally, enter a Page title (SEO).
Optionally, enter a Page description (SEO).
Select an option from the drop-down menu under Website status.
Click the Add button.
How do I view a category?
Go to Contacts > Organisations > Categories.
Find the category you are looking for and click the View button in the Options column.
On the top right are buttons to Delete or Edit the category.
Below the category title are tabs for Category (general information) and Media (images).
How do I edit a category?
Go to Contacts > Organisations > Categories.
Find the category you are looking for and click the View button in the Options column.
Click the Edit button in the top right.
Update the category's details
Click the Update button.
How do I move a category?
Go to Contacts > Organisations > Categories.
Find the category you are looking for and select the Move option from the drop-down menu under More in the Options column.
Select an option from the drop-down menu under Move category.
Click the Move button.
How do I change the order a category?
Go to Contacts > Organisations > Categories.
Find the category you are looking for and select the Nudge up or Nudge down option from the drop-down menu under More in the Options column.
How do I publish/unpublish a category?
Go to Contacts > Organisations > Categories.
Find the category you are looking for and select the Publish or Unpublish option from the drop-down menu under More in the Options column.
How do I delete a category?
Go to Contacts > Organisations > Categories.
Find the category you are looking for and select the Delete option from the drop-down menu under More in the Options column.
Click the Delete button.
How do I add images to a category?
To learn how to add an image and a hero image for organisation categories, see 'Organisation category media'.
How do I add an organisation to a category?
To add an organisation to a category, you must have added at least one category.
Go to Contacts > Organisations > Organisations.
Find the organisation you want to add to a category and click on it.
Click the Edit button in the top right.
Scroll down to Categories.
Tick the categories you want to add the organisation to.
Click the Update button.
How do I remove an organisation from a category?
Go to Contacts > Organisations > Organisations.
Find the organisation you want to remove from a category and click on it.
Click the Edit button in the top right.
Scroll down to Categories.
Un-tick the categories you want to remove the organisation from.
Click the Update button.
How do I add multiple organisations to a category?
Go to Contacts > Organisations > Organisations.
Tick the checkboxes of the organisations you want to add to a category.
Click the drop-down menu below the organisation list.
Scroll down to Add to category.
Select the category that you want to add the organisations to.
Click the Go button.
How do I remove multiple organisations from a category?
Go to Contacts > Organisations > Organisations.
Tick the checkboxes of the organisations you want to remove from a category.
Click the drop-down menu below the organisation list.
Scroll down to Remove from category.
Select the category that you want to remove the organisations from.
Click the Go button.
How do I display sub-category navigation?
For your top level categories, you may want a user to first choose a sub-category before seeing a list of organisations:
Go to Contacts > Organisations > Categories.
Add an image to each of the sub-categories that you want to display, see 'How do I add an image to a category?'
Find the category that you want to show the sub category navigation (parent category) and click the View button in the Options column.
Click the Edit button in the top right.
Tick Show sub category navigation under Display options.
Click the Update button.
If you want the very top category to display sub-category navigation, you must ensure the organisation page automatically starts on that category. You can do this by making it the default category:
Go to Website > Pages
Find the page which displays the organisations and click on it.
Click the Edit button in the top right.
Select the top category from the drop-down menu under Default category.
Click the Update button.
How do I change how the categories are displayed?
How categories are displayed can be edited in Contacts > Organisations > Settings, see 'Organisations settings'.