Client – Categories

Purpose & Benefit: To help keep your clients organized you can group them into different categories and sub-categories. These categories can also be selected when generating reports.


To create client categories and sub-categories:

  • Click on Settings under Clients tab.


  • Click on the Categories tab.


  • You can customize the Label for your Categories and Sub-Categories.


  • Click on the New Category or New Sub Category buttons to create new ones.


  • Specify the Name of the new category.

  • Provide a Description of the category.

  • Click Save or Save & New to continue creating additional categories.


  • Click on the Delete button next to a category/sub category to delete them.



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