The client category 2 support file contains labels that are used during the client registration process. The labels will provide a second basis for the analysis of clients during the production of the clients reports. These codes should be the standard that is adopted by the organisation to refer to different categories of clients.
How to add client category 2 labels
To add the client category labels you go to Support Files->Client Category 2 and a screen like the one below shows up:
Note that in this example the client category 2 analysis is based on the expertise of the client.
Click on the Add button to add the label and repeat this for all possible labels.
Then click on the Close button to exit the menu.
How to delete\modify client category 2 labels
To delete\modify the labels you go to Support Files->Client Category 2 and a screen like the one below shows up:
From the list of the displayed labels in the scroll space, click on the one that you want to delete\modify, e.g., "Retail". The variables for the selected label will be displayed in the Label for Item text box.
To modify the label make the necessary changes and click on the Update button. To delete the label click on the Delete button and repeat this for all labels that you need to delete\modify.
Then click on the Close button to exit the menu.
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