Difference between revisions of "Client Categories"

Revision as of 14:13, 19 September 2013

Client categories are analogous to roles for contacts.

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.

@@ Line 1: / Line 1: @@
-The company category list can be retrieved from the [[UTA]] {{l1}}.
+==Definition==
+Client categories are analogous to [[roles]] for [[contact]]s.
+==Variables==
+The company category list can be retrieved from the [[UTA]] {{l1}} using [[variables]].
 Use @client.categoryids@ to return a list of [[Determining the categoryid|category IDs]] - comma delimited - note the leading comma - e.g. ",1234,555,666,"