Creating Categories

Categories allow staff to label (or "categorize") various records in the system. They can be configured in several locations:

• CRM (Individual & Organization Records and Event Guests): Under the Customers App > Setup feature > Categories.

• Committees: Under the Committees App > Setup > Categories.

• Products: Under the Products App > Setup > Product Categories.

• Awards: Under the Awards App > Setup > Award Categories.

Creating Categories

1. Navigate to the appropriate area for the category type you wish to create.

2. Click the Add New Category button.

3. In the Add Category form (complete all fields marked with a red asterisk):

   1. Enter a Code and Name.

   2. (CRM categories only). Using the check box list, choose whether the category is applicable to Individuals, Organizations, and/or event Guests.

   3. (Product categories only). Choose a Product Type, if necessary. Selecting a product type limits the use of this category to products of this type only.

   4. If the category setup permits the setup of Parent and Child categories, the parent category can be set under the Parent Category drop-down. Only categories that do not have parent categories of their own will be available for selection.

   5. Click Save

While similar to Tags, which are also used to label records in the system, categories and tags differ in the following uses:

Feature	Tags	Categories
Visible on the Overview tab	Yes	No
Can be used to categorize queries	Yes	No
Available in the API	Yes	Yes
Filter via API	Yes	No
Available in product records	Yes	Yes
Can be made visible on the My Profile page	No	Yes
Usable in price attribute configuration	No	Yes
Usable in the mass membership renewal process	No	Yes
Usable to direct-link to products in the purchase wizard	No	Yes
"Flow down" between records	No	Yes
Sort and organize Online Store products	No	Yes