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 your organisation and how you work with clients.
To create a new record category
Navigate to Administration via the Switcher and select Client 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
Tip: Click on an existing record category to edit or disable it.