Categories

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**Note: This content is intended for system administrators and is technical in nature**

Categories are a pivotal concept in Practifi. Categories provide the options for pick lists that are used throughout the application. For example, Platinum, Gold, Silver and Bronze are all category records related to Client Segment. 

Category records contain attributes that are used in the context where the related pick list appears. For example, these include labels, identifying codes, ordering numbers and even colour codes. These attributes can be used in custom formatting and conditional rendering rules, providing powerful configurability options for system administrators.  

Some categories are locked. Locked categories are used in core product functionality and cannot be deleted. They can however be renamed, reordered or deactivated (if they are not required). 

Each group of categories relates to a specific pick list field. Common pick list fields and their related categories are: 

Related To

Categories

Client Entity Type

Household, Individual, Company, Sole Trader, Employer, Partnership, Superannuation Fund, Trust, Other

Client Segment

Platinum, Gold, Silver, Bronze

Client Source

Referral, Website Enquiry, Email Campaign, Purchased Book

Client Stage

Lead, Prospect, Client, Client Advocate, Did Not Proceed

Interaction Method

Email, Phone Call, Event, Meeting, Social Media, Unknown, Web Enquiry

Service Interval

Annual, Semi-Annual, Quarterly, Monthly

Service Stage

Discovery, Fact Find, Preparation, Presentation, Implementation, Pipeline, Current, Fulfilled, Cancelled

Service Type

Scaled Advice, Comprehensive Advice, Portfolio Management, Superannuation, Life Insurance, Corporate Super

 To add a category: 

  1. Navigate to Practifi Settings (in the settings menu accessed from the logged in user  ). 
  2. This will default to the Categories tab (represented by  ). 
  3. From the dropdown filter list, select a 'related to' group to add a category for (e.g. Client Segment).
  4. Click the  icon to add a new category. 
  5. Complete the fields (required fields will appear in red). 
  6. Click Save.  

To edit a category:

  1. Navigate to Practifi Settings (in the settings menu accessed from the logged in user  ). 
  2. This will default to the Categories tab (represented by  ). 
  3. From the dropdown filter list, select a 'related to' group to edit a category for (e.g. Client Segment).
  4. Click the  icon to edit a category. 
  5. Complete the fields (required fields will appear in red). 
  6. Click Save. 

To deactivate a category:

  1. Navigate to Practifi Settings (in the settings menu accessed from the logged in user  ). 
  2. This will default to the Categories tab (represented by  ). 
  3. From the dropdown filter list, select a 'related to' group to deactivate a category for (e.g. Client Segment).
  4. Click the pencil  icon to edit a category .
  5. Uncheck the Active checkbox.
  6. Click Save. 

 

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