Client Categories
Contents
Definition
Client categories are analogous to roles for contacts. The categories to which an organization belongs are visible in the organization's profile.
Categories can be added or removed from an organization by going to Settings > Categories on the profile page.
Settings
Properties can be set for individual categories by:
- Clicking on the Roles & Permissions hyperlink on the Configuration Menu.
- Clicking on the Organization Categories hyperlink.
- Clicking on the Category whose properties should be edited.
Each Category has the following settings:
- Category Name - The unique name of the Category.
- Description - Narrative description of the Category.
- Category Formula - See Category Formula page for instructions.
- Enable Address Geocoding -
- Role Permissions
- View Organizations
- Modify Organizations
- List of Current Organizations -
Variables
The company category list can be retrieved from the UTA Level 1 using variables.
Use @client.categoryids@ to return a list of category IDs - comma delimited - note the leading comma - e.g. ",1234,555,666,"
Use @client.categories@ to return a list of category names - comma delimited e.g. "Agency,Marketing,Good client"
This is useful if you wish to use a category to dynamically drive a set of custom fields displayed to the user.
