Noted

A record category is selected when creating a new record. This clarifies the type of client interaction that has taken place for future reporting. 

Four default record categories are provided to choose from when creating a client record. 

You can edit or add to these so they best reflect the language your organisation uses and how you work with clients.

Tip: Click on an existing record category to edit or disable it.

- Four default record categories are provided to choose from when creating a client record. 
- You can edit or add to these so they best reflect the language your organisation uses and how you work with clients.
- Tip: Click on an existing record category to edit or disable it.

Navigate to Administration via the Switcher

Select Client Settings from the menu

Click Record categories on the left. You will be presented with a list of existing record categories. Select Create record category.

Enter the name of the new record category and a brief description

Click Save Record category to confirm

1. Navigate to Administration via the Switcher 
2. Select Client Settings from the menu
3. Click Record categories on the left. You will be presented with a list of existing record categories. Select Create record category.
4. Enter the name of the new record category and a brief description
5. Click Save Record category to confirm

Managing record categories

Create a custom design with text, images, and links

To create a new record category