Categories allow you to divide your Organizers further
- For example, categories are different kinds of legal contracts, types of assets, property classes all within one Organizer.
- For instance, you can divide Organizers into several types or categories such as Business contracts, Employee contracts, Property contracts, Buying contracts, and so on.
- Each category can have its own icon, and therefore, you gain easier orientation in the given Organizer. You can use individual categories for easier searching, where you can filter to search for the category you need only.
When is it suitable to use categories?
Categories are useful in various scenarios:
Dividing an Organizer:
- Use categories to split an Organizer into several parts or to add colors to notes for better clarity.
- This significantly improves searchability.
Managing Employee Information:
- Categories help you control which types of employee information can be displayed.
- For example, you can categorize employees into Internal Employees, External Employees, and Interns, making it easy to display specific groups, such as showing only Interns to their Manager.
Creating Different Fields:
- Within one Organizer, categories allow you to create different types of fields.
- As an administrator, you can set various details for each category, such as different information for Internal workers, Agency workers, and other employee types.
Sorting and Distinguishing Records:
- Categories enable you to sort and distinguish different types of records within one record.
- You can also use colors or icons to differentiate each category, making navigation easier and searches faster.
Setting Different Activity Plans:
- If you need to set different activity plans within one record, such as various training types for different job positions, categories are beneficial.
User Permissions:
- Categories allow you to control user access to specific types within a record.
- For instance, in a property record, you can set permissions so users see only Phones and not Cars.
- You can assign access roles for each category.
Different Sets of Details:
- When you need different sets of fields for various types of records within one record, categories are essential. F
- or example, in a contract record, you might have Purchase Contracts and Service Contracts, each with its own set of details