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Client Categories

161 bytes added, 17:53, 3 July 2019
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==Overview==
Client categories are analogous to [[roles]] for [[contact]]s, or [[Types|types]] for applications in a {{UTA}}s - these different characteristics will have the same Search locations in [[List View Overview|list views]], so that you are able to search by Category Name or ID.  The categories to which an organization belongs are visible in the organization's [[profile]].
:: [[File:Categories on org profile.png|700px|border]]
==Configuration - Advanced==
 
===Building Fields On Organization Categories===
[[Custom Fields]] can be built specifically on a category; or, they can be built as part of the '''Common Fields '''fieldset and permissioned by category, in the same way that fields can be built on [[Types|types]].
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