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2.18 Categories


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To illustrate using the Setup and Configure Tool to create a New Category within Customers the example in this section illustrates how to create a Category within Customers.

Categories can be specific to your sales process, Products/Product groups, or type of Service/s you provide or general to your Company.  Some examples of general Categories from more than one industry include:

Legal:  Corporate, Small Business, Property closing, Family Law, Estate Management

Accounting:  Personal Taxes, Business Taxes, Payroll Services, Financial Planning, Tax Negotiation

General:  Active, Inactive

If you are within Customers and are defining the types of Customers you have and your related Statuses to establish your Sales process and create parameters where you will be able to search for specific categories of Customers at a particular place in the Sales process.

So, when you click on the blue plus next to the category field  the Setup and Configure tool will open to the screen you see below.

The New Category icon will open the window for creating a new category. The screen view below is the view when you click the New Category icon  to establishing a New Category within Customers.

Your changes will be saved automatically when you close the Setup and Configure tool. The Category you  have created will then appear within your Customers Categories when you go to specify the Category the next time you add a New Category.

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