Custom Categories

Last modified 16:02, 14 Sep 2013

Overview

Custom categories are set up with a list of pre–defined values when a set number of values apply. For example, you could define a custom category called ‘Newsletter’, and define if a client receives your newsletter or not. The values for this would be ‘Yes’ and ‘No’. Custom categories always appear on the Extra tab available under the Assignment, Contact, Client, Employee and Assignment windows.

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