2,299
edits
Changes
no edit summary
{{Banner-UnderConstruction}}
==Overview==
Client categories are analogous to [[roles]] for [[contact]]s. 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]].
Click '''Save '''when you are done modifying the categories for an organization.
==Configuration - Essentials=====Category Settings===
Properties can be set for individual categories by:
:: {{Icon-Menu}}
2. Clicking on [[Roles and Security Settings|Roles and Security]] under the heading '''Configuration.'''
:: [[File:Category properties.png|800px|border]]
Every type of category will have the following '''General''' Settings:
{| class="wikitable"
|-
||'''Category Name'''
||The unique name of the organization category.
|-
||'''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'''
||Narrative description of the category.
|-
||'''Category Formula'''
||See [[Category Formula]] page for more information and instructions.
|}Clicking on the second tab,
'''Permissions, '''
will open up security-based and accessibility options.
:: [[File:Role permissions.png|600px|border]]
* '''Role Permissions: '''Select which roles you would like to assign to have access to this organization category.
* '''Category NameCurrent Organizations: ''' - The unique name Will display a list of the organizations that are currently sorted into this Category; here, organizations can be both added or removed. * '''DescriptionCustom Fields: ''' - Narrative description Will display a list of the Category.* '''Category Formula''' - See associated [[Category FormulaCustom Fields]] page for instructionsthis category. * '''Enable Address Geocoding''' - See [[News Feed:Category:Geocoding|Geocoding]] for details.* '''Role Permissions'''** '''View Organizations'''** '''Modify Organizations'' '* List of '''Current Organizations''' - List of organizations currently in this Category. Organizations can be added or removed from this Category from this list.
==Variables==