In the Client Category Table, management can organize its clients based on their field or based on its own preference. By categorizing its clients, it will be able to set assignments based on categories.
Management will also be able to assign a client to a category while entering a new client entry in the Client Table – Coding Tab, once a Category has been created.
Client Categories Table Navigation Menu
Client Categories UI Navigation Window
Once the Client Categories option is selected, the following window is displayed
Client Category Maintenance Window
|Exit -||Navigates back to the main IMPACT window without making any changes|
|Add -||Creates a new record.|
|Edit -||Modify an existing record.|
|Delete -||Removes an existing record.|
|Print -||Prints the record list to the print queue|
Add New Client Category
Add New Client Category Window
|Client Category Code -||4 digit unique Client Category identifier. Can be alphanumeric. Possible values are, in order of lowest to highest, 0-9 and A-Z.|
|Client Category Description -||Name or description of the Group|
|Save -||Click to save the new Client Category entry|