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==Definition==
Client categories are analogous to [[roles]] for [[contact]]s. The categories to which an organization belongs are visible in the organization's [[profile]].
:: [[File:Categories on org profile.png|700px|border]]
Clicking on the icon labelled '''Categories''' will enable the categorization of the organization to appear on the right hand side.
In this example, the organization falls under the Category '''Cause'''.
:: [[File:Category as cause.png|230px|border]]
[[Image:CategoriesOnProfile.png|link=]]
Categories can be added or removed from an organization by going to Settings > Categories on the profile page.
[[Image:EditCategoriesLink.png|link=]]
==Settings==
Properties can be set for individual categories by:
# Clicking on the ''Organization Categories'' hyperlink.
# Clicking on the Category whose properties should be edited.
Each Category has the following settings:
* '''Category Name''' - The unique name of the Category. * '''Description''' - Narrative description of the Category.
* '''Category Formula''' - See [[Category Formula]] page for instructions.
* '''Enable Address Geocoding''' - See [[:Category:Geocoding|Geocoding]] for details.
* '''Role Permissions'''
* List of '''Current Organizations''' - List of organizations currently in this Category. Organizations can be added or removed from this Category from this list.
==Variables==
The organization category list can be retrieved from the [[UTA]] {{l1}} using [[variables]].
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|custom fields]] displayed to the [[User|user]].