Record Categories is defined as the classification of records to allow for filtering and to find records quickly, for example Clients or Organizations. Users can create as many Record Categories as they require. In order to create new Record Categories, you need to follow the steps below.
1. Click on the Settings icon in the bottom right corner of the screen. The Record Categories settings will open automatically.
2. Click the New Category button on the right side of the screen.
3. Type the name of the Record Category and click Continue
4. Select the Record Key Generation Method, then click Continue. Users can select between two different options: Auto-Generated Record Key or Custom Record Key
Auto-Generated Record Key: each record will have a numeric sequence followed by a pre-determined, custom prefix. Only upper case letters and numbers can be used for a record key (special characters are not allowed). Auto-Generated Record Keys are limited to a maximum of 6 characters.
Custom Record Key: each record will have a distinct key determined by the user at the moment a record is created. Custom Record Keys are limited to a maximum of 16 characters.
5. Determine if your Record Category will use workspaces or not by pressing the corresponding option, then press Continue.
6. Review the information presented to you and click Create Category to create your new Record Category, or Back to make additional changes.
7. You’re all set! Now you can add workspaces to the desired category.