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.

VIDEO:

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.

 

 

Related Post