Difference between revisions of "Client Categories"

Revision as of 15:13, 19 September 2013

Client categories are analogous to roles for contacts. The categories to which an organization belongs are visible in the organization's profile.

Categories can be added or removed from an organization by going to Settings > Categories on the profile page.

Properties can be set for individual categories by:

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 12: / Line 12: @@
 Properties can be set for individual categories by:
-# Clicking on the [[Roles & Permissions]] hyperlink on the [[Configuration menu]].
+# Clicking on the [[Roles & Permissions]] hyperlink on the [[Configuration Menu]].
 # Clicking on the ''Organization Categories'' hyperlink.
 # Clicking on the Category whose properties should be edited.