Enter the customer category using a maximum of 15 characters. Help texts for the categories can be registered in the Categories procedure in Global Settings, and can be seen in an information window using the button to the right of the field.
The Customer category is used as a selection term during different printouts. Each position in the category term can be given a particular meaning, which will give you a very flexible report.
Where you have entered a category you can open the Category explanation window, where you can see and select the different selections. In selection fields in lists the category explanation functions slightly different compared with how it works in fields where you update category. In selection fields you can select to search in specific positions by using underline characters. Each position in the category term can be given a particular meaning, which will give you a very flexible report (each position is represented by a point in the sample below). These are activated by using settings for each respective category.
For example:
Category Management
It is possible to activate category management for different types of categories in the system. In the Category Management procedure in the Global Settings module it is then possible to enter more advanced help texts for categories. There you can divide the category field into different sections, enter a descriptive text for the category components and also create selection lists with valid values for each category component. These will then become selectable in the drop-down which will be displayed in this field.