How to Set Up Client Categories in EZFacility Classic

This guide will demonstrate how to set up client categories and assign them.  Client categories are used for displaying a list of contacts within your account or used as a filter for an email campaign.

Click on Administration then select Client Categories

Scroll down to Client Administration and click on Client Categories.

1. Type  the name of the client category.

2. Click on Add Category.

Assigning a Client Category

Go to the Clients page and:

1. Search for the client you wish to edit OR

2. Create a New Client OR

3. Click on a name of a client that's already displayed

Choosing the Category

1. Click on the category drop-down menu and choose the desired category for this client.

2. Click on Update.

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