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To access this screen, go to Launch | Data Mining in the Staff Control Panel. Select a number of clients, right-click on them and go to Set Categories.
This screen allows the partner responsible, client manager, and client categories to be set for the clients that were selected. Once these options have been selected, the Set Categories button confirms the selections made. The Clear Categories button will clear any selections made here.
The Selected Clients box shows the clients that were selected, and is an editable text box so this list can be changed.