How to add/ edit/ remove subjects in CRM?

Subjects field is a commonly used in Products, Cases, Sales Literature and Articles. Using this, we can organize them in a Tree structure.

Follow the below steps to Add/ Edit/ Remove subjects.

Step 1: Go to Settings -> Business Management -> Subjects

Settings - Subjects - Business Management Setting

Step 2: Select the required Subject. Add/ Edit/ Remove subjects using Common Tasks Area.

In this below screen shot, I have selected Subject Products and added Product 1 and Product 2.

Subject Common Tasks Area

Step 3: Open New Case/ Articles record to see the updated Subjects.

Case Subject

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