Difference between revisions of "Client Categories"
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Client categories are analogous to [[roles]] for [[contact]]s. | Client categories are analogous to [[roles]] for [[contact]]s. | ||
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==Settings== | ==Settings== | ||
Revision as of 14:57, 19 September 2013
Contents
Definition
Client categories are analogous to roles for contacts.
Settings
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
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.
See Also
- Visibility Condition
- Advanced Logic
- Determining the Application ID
- Determining the Category ID
- Determining the Company ID
- Determining the Custom Field ID
- Determining the Event ID
- Determining the File ID
- Determining the Folder ID
- Determining the Opportunity ID
- Determining the Report ID
- Determining the Role ID
- Determining the Root Company ID
- Determining the Status ID
- Determining the Type ID
- Determining the User ID
- Determining the Workflow ID
