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Client Categories

58 bytes added, 17:44, 3 July 2019
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:: [[File:Organization categories1.png|700px|border]]
: :* You can also access Organization Categories from the menu icon > '''Configuration > Roles and Security > Organization Categories. '''Both methods will bring you to the same list.  
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 into a '''Type- '''or '''Status-'''bound field, whereas '''Type-''' or '''Status-'''bound fields can be changed into part of the '''Common Fields '''fieldset.  
==See Also==
::* [[User Role]]::* [[Techniques to Categorize AccountsConfiguration mode]]::* [[Determining the categoryid|Determining the Category IDGlobal Settings]]::* [[User RoleTechniques to Categorize Accounts]]::* [[Configuration modeDetermining the categoryid|Determining the Category ID]]<br /><br />
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[[Category:Access Control]]
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