Categories are used in multiple areas of the VO. You may create unlimited Categories specifically defined for use by your office. Think of categories as "folders" 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.
Client and Staff Categories
Select Management>Clients or Staff from the left menu and click on Create/Edit Categories.
Click on the Add Category button.
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 the lowest to the highest display order number set by your office.
Click the blue Save button.
The Client or Staff Categories will appear in your assigned Display Order. The Category Name or Display Order can be edited by clicking the Edit icon.
A category may be deleted by using the Delete icon.
The Client list may be sorted by using the Categories filter.
Document Categories
Click here for instructions to Create and Edit Document Categories.
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