Classifying records

You can apply a classification to a record to structure it into an organized hierarchy. You can use classifications and attributes to locate records, and help to ensure that records are not duplicated unintentionally.

About this task

You can create one or more classification hierarchies in the Classifications application. You can apply classifications to many record types.

Procedure

  1. Open an application and select the record that you want to update.
  2. In the Classification field, select Detail Menu > Classify.
  3. Click a classification category.
    You can open additional levels of the classification until you find the desired classification category.
  4. Click Select Record to return a value to the Classification field.
  5. Click Save record.