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Client Categories

820 bytes added, 17:42, 3 July 2019
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:: {{Icon-Menu}} 
 
2. Under the heading '''Configuration, '''select '''Global Settings. '''
:: [[File:Organization categories1.png|700px|border]]
4. The [[List View Overview|list]] of available organization categories in your system will be displayed. Click the '''pencil icon '''next to the category upon which you want to build a field.
 
:: [[File:Edit organization category.png|600px|border]]
 
5. The '''Edit Category '''page will be displayed. On the left-hand side is a menu; click on the '''Custom Fields '''tab. 
 
:: [[File:Category custom fields.png|300px|border]]
 
6. Any available custom fields on this category will be displayed as a list. To create a new field, click the '''+ '''icon on the top left. 
 
:: [[File:Category new custom field.png|500px|border]]
 
For more information on how to create a custom field, see our [[Custom Field – General Information]] page or the [[:Category:Custom Fields|Custom Fields Category]]. 
* '''Common Fields '''cannot be changed from into a '''Type Type- '''or '''Status-'''bound field, whereas '''Type-''' or '''Status-'''bound fields can be changed into part of the '''Common Fields '''fieldset. 
==See Also==
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