This article explains how to add new Client Types and Subcategories and edit existing Client Types in Unity® Accounts. 

How to Access Coredata Program.

1. Click View and select the Coredata program.
2. Click Maintain on the top toolbar.
3. Select Client Types to open a Client Type Maintenance window.

Adding a New Client Type

1. Click Insert.
2. Enter a Code and Description.
3. Enter a Sort Order to dictate how items appear on the Client Type list.
4. Click Save.

How to Edit an Existing Client Type

1. Click on a Client Type from the list.
2. The information for the selected Client Type will be displayed in the Details section, where you can edit the information. 
3. Once you have edited the Client Type details, click Save.

You cannot delete a Client Type on the system, as this could cause data corruption. For further assistance, contact the Unity Technical Support team.

How To Add a Client Type Subcategory

1. Select a Client Type from the list.
2. Click on the + icon.
3. Enter a Subcategory Code and Description.
4. Enter a Sort Order to dictate how Subcategory Codes will appear on the list.
5. Tick the Active checkmark.
6. Click the Checkmark icon to confirm the record.

How to Edit an Existing Client Type Subcategory

1. Select the Client Type in the Details section.
2. A list of related Client Type Subcategories will be displayed in the lower Subcategories Details section.
3. Select the Client Type Subcategory you wish to delete and click on the Delete icon next to the + icon.