Changes

You may wish to group multiple accounts into categories such as industry type, geographic region, or some other criteria. There are three techniques you can use:

* Add a [[Custom Field|custom field]] to the accounts and use this field to categorize the accounts. This is the simplest technique; however, it does not provide the ability to add different groups of [[Custom Field|custom fields]] for each account category. All custom fields are visible for all accounts.

* Create an organisation category using the '''Configuration''', '''Roles & Permissions''', '''Organisation Categories'''. This is the only technique that provides the ability to specify different groups of custom fields for each account category. You can also use this method to control the visibility of all accounts in each category to different groups of people.