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

  1. Navigate to Administration via the Switcher and select Client from the menu

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

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

  4. Click Save record category to confirm

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

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