Changes

* Place all similar accounts in the [[Hierarchy|hierarchy]] under an “organisation” used to represent the category. This technique works when you wish to "roll-up" information such as the value of the sales pipeline in the [[Sales Tracking]] application. However, as with a [[Custom Field|custom field]] technique, it does not support different groups of custom fields for each category.

* 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.