Classification Setup

Prerequisites

To add classifications, you need the following permissions:

Minimum permissions for the FieldFX modules you are using
System permissions:
- Manage Sharing
- View Setup and Configuration

Basics

Classifications categorize similar catalog items together.

How it Works

When you assign classifications to catalog items, you can:

Filter items on the Price Book Builder by classification
Filter items on the Ticket Item Builder by classification

Adding a Classification

Access FieldFX Back Office
Open the Classifications tab
Click New
In Classification Name, enter a name for the classification
Click Save
Configure sharing settings to grant access to the classification
If you use quotes, set up classification filters.