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→Category Settings
==Overview==
Client or Organization categories are analogous to [[roles]] for [[contact]]s, or [[Types|types]] for applications in {{UTA}}s - these different characteristics will have the same Search locations in [[List View Overview|list views]], so that you are able to search by Category Name or ID.
The categories to which an organization belongs are visible in the organization's [[profile]].
:: [[File:Changing categories.png|250px|border]]
Organizations can have numerous categories. A good tip is to have a '''System Object '''category that can be used for miscellaneous or system-based organizations that might not have purpose otherwise; for example, if you have created an Organization of [[Global User Administrator|System Administrators]] in order to know who has high-levels of access and security permissioning in your system, you can categorize this organization under '''System Object '''and helpfully exclude it from ordinary [[Advanced Search|searches]].
:: [[File:Choosing categories.png|800px|border]]<br /><br />
Click '''Save '''when you are done modifying the categories for an organization.
==Configuration - Essentials==
|-
||'''Caption'''
||The caption of the organization category; usually the same as the Name, unless otherwise necessary. The icon on the right of the text box is the ability to change the language for the caption. :: [[File:Edit language caption.png|150px|border]]
|-
||'''Description'''
:* '''Current Organizations: '''Will display a list of organizations that are currently sorted into this Category; here, organizations can be both added or removed.
:* '''Custom Fields: '''Will display a list of the associated [[Custom Fields]] for this category.
===Variables===