It is possible for desktop users to copy the categories you have used in one set of books into another set of books that you have created. To do this you first have to save the categories from the existing set of books to a Predefined List:
1.Open the existing Set of Books.
2.From the Tools menu bar select Options.
3.On the General tab tick the “Save Categories to Predefined list” .
4.Close the Options window.
5.Simply follow the Create a Category from a Predefined List steps. The set of books with the Categories already set up will be available for selection under the Predefined Categories drop-down list.
Live users will need to contact tech@agdata.com.au to request categories be copied across between datasets.
See also: Customising Phoenix
