Overview

Request Module

Send a support ticket and request that this module be added to your database. Once it is confirmed that the module is available, you can continue with the set-up steps below.

Set-Up

1. Go to Settings Module.
2. Click on the Setup Tab.
3. Scroll to bottom of page to locate Categories section.
   
   
    
4. Select the next number in Number of Client Categories to Use.
   • For example: Change None to 1, 1 to 2, etc.
   • You may notice a new field open to name the new category; however, do not name it just yet. 
5. Click Change.
   • The screen will scroll to the top once this information has been saved.
6. Scroll back down to the Categories section.
7. In Name: Add County
8. In Plural:  Add Counties
9. Click Change.
10. Refresh your screen.
    • You should now see the Categories Module in the module list to the left.

Define Category Options

What you are doing here is creating options to populate a drop-down.

1. Click on Categories Module.
2. Click Add.
   • An Add Categories window should appear.
     
     
      
3. Number: Add C0010 (the C is for Client).
4. Name: Add None.
5. Kind: Choose County.
6. For: Choose Clients.
7. Click Save.
8. Repeat for all necessary options
   • Example: Add C0020 and name it Anoka, then add C0030 and name it Washington, etc.

Where to Track

1. Go to the Clients Module.
2. Open a Client Record.
3. Click on the User Defined tab.