Client Classifications give you the ability to create client types or put your clients into categories by using Client Classifications. Examples of client classifications are referral, rescue, location A, location B, etc. These classifications can be setup by following the steps below.
- Go to the Menu > Settings > Client Engagement > Client Classification.
- Click on Add Client Classification.
Here you will be prompted to enter a Code and Name. The code and name can be anything of your choosing.
In some cases, you may need to relocate a Client Classification to a different Client Classification. If so, click the check box to the left of the classification. From the pop-up options, select Relocate.
Then select which classification you would like to relocate. You also have the ability to delete a source after relocating it by checking the option: Delete source after relocation.
Adding Client Classification to a Client
Once you have added client classifications, you can assign a classification to a client by navigating to their client profile and selecting the Client Classification from the Classification drop-down list located in the General Information section.