Categories

Creating categories


You can assign both an identifying name and ID when you create a category in the Edit Category window. The name and ID should be descriptive and recognizable to you.

Since the ultimate use of categories is to track and analyze the information in Category reports, create your categories with reports in mind. Think about what you could learn by breaking out information for a separate part of your company or a specific service.

Note:  Creating a category turns on the Category Tracking preference

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