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.