Client categories are used to group or flag your clients based on some criteria. Every client category has a main and a subcategory as well.

It is used when you want to store some information that have no input fields, or you want to see those pieces of information separately. It's also often used when you want yourself or your co-workers to know about important things that wouldn't be easily noticed in the crowd of the other fields.

Client categories are on the right side of the main page (1).

There are some client categories built into CRM+. You can change the existing ones, or add new ones.

If a client category is changed (for example you change the name of it), it will be changed everywhere.

On the left side of the window you can see the main client categories.

If you choose one by clicking on it, you can see the subcategories of that particular main category.

You can add new ones by clicking on the + sign at the top of the category list. Existing ones can be edited by the little red sign in front them. If you don't need one anymore, you can trash it, but keep in mind, that this will also remove it from every clients.

You can add colors to client categories, to make them more visible.

The rule in CRM+ is the following:

• If a Main client category has a color, it's subcategories will also have that color.
• If you have any of the subcategories colored, you cannot set the main color, until you have removed all if it's subcategories colors.

Colors can be attached when you create or edit the categories:

There are some pre-defined colors (1), which you can use by clicking on them. If you want to use some kind of special color, which you don't see in the color picker palette, you can set the RGB code of it in the window as well (2). If you want to remove the color you just have to erase the R,G and B fields.

When using CRM+ as a multi-user system, you can set a client category to locked. This means that only a user with a specific privilege can add this category. (3)

Without this privilege the user won't be able to add that particular client category. It's useful when the category is about something important, and you do not wish it to be added by anyone at your company.

This privilege can be set at the Settings- Users- Privileges panel:

Client categories can be easily searched.

Just go to the search panel, and choose the client category, by clicking the plus sign:

You can add multiple client categories to one search request (for example: you want to know those companies, who are subscribed to newsletter, and have already bought your first service).

You can also search by only the main client category.

To do this simply just choose the main category (1), and then choose the back button (2):

This can be used when you want to know where you have set that category, or you don't care about the subcategory, just want to see every record, that has that main category set.

For further information on searching please read the search topic.

There's a report on client categories at the Report panel. By using this you can print out a list of records that have a particular main category set, grouped by subcategories.

First you have to choose the main client category:

You can also set up an extended report. The difference between the normal and the extended report is that the normal report doesn't list the client names. It's useful, when you don't want to see the particular records, just want to summarize each subcategory:

On the top of the report you see the previously chosen main category, while the body of the report has each subcategory of the chosen main category, summarized, and listed. This picture was taken of an extended report.