Should I use Client Categories or Client Attributes to categorise my client
Article ID
ias-11706
Article Name
Should I use Client Categories or Client Attributes to categorise my client
Created Date
26th June 2014
Product
IRIS Practice Management
Problem
I wish to categorise my clients should I use Client Categories or Client Attributes?
Resolution
Use attributes if the categorisation is a simple Yes or No e.g. do I send the Tax newsletter to the client.
Use categories if there are more options e.g. 2005 Grade where clients are gold, silver or bronze.
NOTE: There is a system maximum of 6 Client Categories and no limit to the amount of attributes.
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