Categories enable you to classify the clients and field force. In this way, you can perform tasks easily.

When you click the Settings under your username;


  • You can define a new category or edit current categories either for your field force or for your clients from the Edit Client Categories option. You can also edit the client categories of your field force from the Field Force screen. (see: How to associate Client Categories with Field Force?)
  • You can define a new tag or edit current tags either for your field force or for your clients from the Edit Client Tags option. You can also edit the client tags from the Field Force screen. (see: How to associate Client Tags with Field Force?)
  • You can define a new product group or edit current product groups either for your field force or for your clients from the Edit Product Groups option. You can also edit the product groups from the Field Force screen. (see: How to associate Product Groups with Field Force?)
  • You can define a new product tag or edit current product tags either for your field force or for your clients from the Edit Product Tags option. You can also edit the product tags from the Field Force screen. (see: How to associate Product Tags with Field Force?)

     On the Settings page, you can edit Field Force Client Access Option according to categories. (see: How to change the Client Access of Field Force?)