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Client Categories

2 bytes removed, 17:51, 21 June 2019
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Clicking on the icon labelled '''Categories''' will enable the categorization of the organization to appear on the right hand side.
In this example, the organization falls under the Category '''Cause'''.
 
:: [[File:Category as cause.png|230px|border]]
 ===Changing Categories== =
Categories can be added or removed from an organization by selecting the '''Options '''button on the top left of the page. This will enable a drop-down of features; under the heading '''Properties '''is the option to modify '''Categories.'''
:: [[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|600px800px|border]]<br /><br />
Click '''Save '''when you are done modifying the categories for an organization. 
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