Difference between revisions of "Client Categories"

Revision as of 14:54, 19 September 2013

Client categories are analogous to roles for contacts.

Each Category has the following settings:

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 2: / Line 2: @@
 Client categories are analogous to [[roles]] for [[contact]]s.
+==Settings==
+[[Image:CategorySettings.png|link=]]
+Each Category has the following settings:
+* '''Category Name''' -
+* '''Description''' -
+* '''Category Formula''' -
+* '''Enable Address Geocoding''' -
+* '''Role Permissions'''
+:* '''View Organizations'''
+:* '''Modify Organizations'''
+* List of '''Current Organizations''' -
 ==Variables==