Categories are used in multiple areas of the VO. You may create unlimited Categories specifically defined for use by your office. Use these to organize your client and document lists. The three types of Categories are:
Client Categories—When adding new clients, you will select from the Client categories for the Primary and Message Category fields. In addition, they will be used when sending messages via Conversations to clients.
Staff Categories—These are assigned when adding staff portals and are used when sending messages via Conversations to internal staff.
Document Categories—These are used when uploading files to clients and the Review Queue. They are also used to send utility files.
Client and Staff Categories
Select Management>Clients or Staff from the left menu and click on Create/Edit Categories.
Enter the Category Name.
Client Examples: Bookkeeping only, Payroll only, Bookkeeping and Payroll, Tax only
Enter the Display Order of the category. Frequently used categories should be listed first, with a low number entered in this field. The categories will display in drop-down fields in order ranging from lowest to the highest display order number set by your office.
Click the green Save button.
The Client and Staff Categories will appear in your assigned Display Order. The Category Title or Display Order may be edited by clicking the Edit icon.
A category may be deleted by using the Delete icon.
When searching your Client List, you may set filters using Categories.
Below is an example of a Client List sorted by Category.
Document Categories
Click here for instructions to Create and Edit Document Categories.
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