From any screen within RMSWeb
Click once on Setup on the Navigation bar
Choose Lookup Tables from the list
Choose Classifications from the sub list
Click once on Add
Classifications are means of identifying clients as belonging to specified groups. They may be used to identify common interests and can be a source of identifying groups for mail merges or marketing information. University Colleges use Classifications to record the interests of their residents. It is then easy to get a list eg cricket players
1. Enter your Classification
Using the example shown in the screen shot below; If your property is situated close by to Golf Courses you may wish to call your Classification Golf. If you associate this Classification to Clients you know have an interest in playing or watching Golf, when there is next a tournament in town or you wish to advertise a Golf Package, you can target these clients with your marketing.
2. Click once on Save/Next to enter further Classifications. Click once on Save/Exit when complete.
Classification Search Screen:
The Classification search screen will show a list of all classifications by default.
You may filter the Classifications list to find the one you are after by using the Filter By option on the bottom left hand side of the screen.
Filter Option is Classification.
The column on this screen is able to be widened by click, hold and drag mouse function, left or right, to decrease or increase.
