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Add Client Category to Track County

Overview

Categories can be added to your Procentive database to collect and report on information unique to an organization’s needs.

Request Module

Send a support ticket to Procentive and request this module be added to your database. Once Procentive confirms the module is available, you can continue with the set-up steps below.

Set-Up

  1. Go to Settings Module
  2. Click on the Setup Tab.
  3. Scroll to bottom of page to locate Categories section.

    categories section settings module 11.30.2018.png
     
  4. Select the next number in Number of Client Categories to Use.
    • For example: Change None to 1, 1 to 2, etc.
    • You may notice a new field open to name the new category; however, do not name it just yet.  
  5. Click Change.
    • The screen will scroll to the top once this information has been saved.
  6. Scroll back down to the Categories section.
  7. In Name: Add County
  8. In Plural:  Add Counties
  9. Click Change.
  10. Refresh your screen
    • You should now see the Categories Module in the module list to the left.

Define Category Options

What you are doing here is creating options to populate a drop down.

  1. Click on Categories Module.
  2. Click Add.
    • An Add Categories window should appear.

      categories in client module 11.30.2018.png
       
  3. Number: Add C0010 (the C is for Client).
  4. Name:  Add None.
  5. Kind: Choose County.
  6. For: Choose Clients.
  7. Click Save.
  8. Repeat for all necessary options
    • Example: Add C0020 and name it Anoka, then add C0030 and name it Washington, etc.

Where to Track

  1. Go to the Clients Module.
  2. Open a Client Record.
  3. Click on the User Defined tab.

    categories in client module user defined 11.30.2018.png
     

Note: This field is available in Report 3400 Client General Report, as a filter. 

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