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This screen shows you your 6 user defined client category fields which are used to slice and dice your IRIS database within the IRIS Practice Dashboards.
We have given you examples of best use of these categories; see Figure 9 which are based on our own experience.
You access this screen to set the names of the 6 search categories by going to IRIS Time Ledger then clicking on Options and then System and selecting the General tab.
You need to be logged in as Master to make any changes.