1
Open the category options
Locate the category you want to delete, then click the three-dot menu beside the category name to display the available actions.
Deleting a Contract Plan Category
Learn how to safely delete a Contract Plan category by transferring its contents to another category or permanently removing both the category and its contents.
Deleting a Contract Plan Category
Learn how to safely delete a Contract Plan category while choosing whether to transfer or permanently remove its contents.
Steps to delete a Contract Plan category
2
Select Delete Category
Click Delete Category from the menu to open the Delete Category dialog.
3
Choose how to handle the category contents
If you want to keep the contents, select a destination category from the Select... dropdown. All items will be transferred before the category is deleted.
4
Complete the deletion
Click Save to transfer the contents and delete the category, or click Delete Category Contents to permanently delete both the category and everything it contains.
5
Verify the changes
The selected category will be removed. If you transferred the contents, they will now appear in the destination category you selected.
FAQs