Categories enable you to classify the client and the field force.In this way, you can perform tasks easily.
When you click the Settings under your username;
-
You can add a new state or edit current states for your clients from the Edit Client State option. You can also edit the client state from the Clients screen. (see: How to edit the Client States?)
-
You can define a new category or edit current categories either for your clients or for your field force from the Edit Client Categories option. You can also edit the client categories from the Clients screen. (see: How to edit the Client Categories?)
-
You can define a new tag or edit current tags either for your clients or for your field force from the Edit Customer Tags option. You can also edit the client tags from the Clients screen. (see: How to edit the Client Tags?)