Classifications – Valkre

Help Guide

Classifications

Account Settings › Customers › Classifications

Overview

Classifications are the global library of categorization fields and their selectable values used to segment, filter, and report on customer records in Valkre. Each classification defines a dropdown-style field (e.g., Region, Industry, Account Tier) along with the specific options users can choose from when filling out a customer record.

Like Custom Fields, Classifications follow a two-step process: define the classification and its options here globally, then activate it within a specific Customer Type so it appears on the relevant customer records.

How Classifications Flow Into the Platform

Account Settings

Classifications

→Define options globally

Customer Types

Classifications tab

→Assign to a type

Customer

Filter & segment data

NOTE

A classification created here will not appear on any customer record until it has been assigned to a Customer Type. Navigate to Account Settings → Customers → Customer Types → [select a type] → Classifications tab to activate it for a specific type.

To reach the Classifications screen:

Navigate to Account Settings.
Click the Customers tab at the top.
Select Classifications in the left sidebar.
Use the entity tabs across the top to select the object type (e.g., Customers, Initiatives, Stakeholders).

How Classifications Are Structured

Each classification has two levels: the classification itself (the field definition) and its options (the selectable values). Think of the classification as the category and the options as the choices within that category.

Classification (e.g., Region) — Name | Tooltip | Inactive toggle

Options (the selectable values users see)

1. Central & Eastern Europe (CEE) — Order | Name | Tooltip Text | Inactive

2. Turkey, West Asia & Levant (TWAL) — Order | Name | Tooltip Text | Inactive

3. Arabian Peninsula States (APS) — Order | Name | Tooltip Text | Inactive

Classification Level — Fields

Field	Description
Name	The label for the classification field as it appears on customer records and in Customer Types configuration (e.g., Region, Industry, Account Tier).
Classification Tooltip	Optional helper text shown when a user hovers over the classification name in the platform. Use to explain what the field represents or how to use it.
Inactive (classification)	When checked, the entire classification and all its options are hidden from user-facing forms. The classification still exists in the system but is no longer available for selection. Use this to retire a classification without deleting it.

Options Level — Fields

Each classification contains a list of selectable options. These are the values users choose from when classifying a customer record.

Field	Description
Order	Controls the sequence in which options appear in the dropdown. Option 1 appears at the top.
Name	The display label for the option as it appears in the dropdown and on customer records (e.g., Central & Eastern Europe (CEE)).
Tooltip Text	Optional hover text providing context about when to select this option.
Inactive (option)	When checked, this individual option is hidden from the dropdown. Existing records that already use this option are unaffected, but users cannot select it for new or edited records.

TIP

Use the Inactive checkbox on individual options rather than deleting them when you want to retire a value. This preserves historical data on records that already used that option.

Entity Tabs

The tabs across the top of the Classifications screen control which Valkre object the classifications apply to. Each tab has its own independent list of classifications and options. (These may vary based on your organization’s custom language.)

Entity Tab	What It Controls
Customers	Classifications that appear on the main customer profile and account record (e.g., Region, Industry, Account Tier).
Initiatives	Classifications for categorizing strategic initiative records within a customer plan.
Mutual Objectives	Classifications for mutual objective records shared between your team and the customer.
Stakeholders	Classifications for stakeholder and contact records associated with a customer.
Customer Organization	Classifications for nodes within the customer’s organizational chart.
Meetings	Classifications for meeting and interaction records.
Contracts	Classifications for contract records associated with the customer.
Account’s Needs	Classifications for capturing and categorizing identified customer needs.
Barriers	Classifications for logging and categorizing barriers within an account.
Tasks	Classifications for task records.
Product Lines	Classifications for product line records linked to a customer.
Users	Classifications associated with user records.

NOTE

A classification created under the Customers tab is separate from one created under Stakeholders — even if they share the same name. Each entity tab manages its own independent set of classifications.

Page Controls

Control	Location	Description
+ Add (top-right)	Top-right of the page	Creates a new blank classification at the bottom of the list for the currently selected entity tab.
Save (top-right)	Top-right of the page	Saves all changes made to classifications and options on the current entity tab.
+ Add (within Options)	Inside an expanded classification	Adds a new blank option row to that classification’s options list.
Collapse/Expand arrow	Right side of each classification header	Toggles the classification’s options section open or closed. Collapsed classifications still display their name and number.

Adding a New Classification

Use the + Add button to create a new classification. Follow these steps to set it up correctly.

1	Select the Correct Entity Tab Click the entity tab at the top that matches the object this classification should appear on (e.g., Customers, Stakeholders). Classifications are entity-specific — a classification created under Customers will only be available for customer records.

2	Click + Add Click the + Add button in the top-right corner of the page. A new blank classification row appears at the bottom of the list.

3	Enter the Classification Name Click the Name field in the new classification row and type the field label (e.g., “Account Tier”, “Sales Stage”). Use a clear, concise name that reflects the category of data being captured. Follow your organization’s naming conventions for consistency.

4	Add a Tooltip (Optional but Recommended) Click the Classification Tooltip field and enter guidance text for users. Good tooltips explain what the classification is used for or how to choose the right option.

Add Options

Click + Add inside the Options section of your new classification.
A new blank option row appears with Order, Name, Tooltip Text, and Inactive columns.
Enter the option Name (e.g., “Tier 1”, “Tier 2”, “Tier 3”).
Add a Tooltip Text for any option that may need clarification.
Repeat for each option value. The Order field controls the sequence in the dropdown.
Leave the Inactive checkbox unchecked for all options that should be available to users.

6	Save Click Save in the top-right corner. The classification and all its options are now saved in the global library. To make it appear on customer records, assign it to a Customer Type (see Connecting to Customer Types below).

NOTE

Creating a classification here does not automatically make it visible on any customer record. You must also assign it to the relevant Customer Type in the Classifications tab of Customer Types configuration.

Editing an Existing Classification

Editing the Classification Name or Tooltip

Locate the classification in the list and expand it using the arrow if collapsed.
Click directly on the Name or Classification Tooltip field and update the text.
Click Save in the top-right corner to apply changes.

WARNING

Renaming a classification changes its label everywhere it is used — in Customer Types configuration and on all customer records. Notify your team before renaming a classification that is actively in use.

Adding a New Option to an Existing Classification

Expand the classification by clicking its arrow.
Click + Add inside the Options section.
Enter the new option’s Name and optional Tooltip Text.
The new option will appear at the next available order number.
Click Save to apply.

Reordering Options

Expand the classification.
Hover over the option and drag and drop to reorder
Click Save. The dropdown will now display options in the updated order.

TIP

Order options from most commonly used to least commonly used. This reduces the number of clicks users need to make when selecting a value on a customer record.

Retiring an Option Without Deleting It

Expand the classification.
Check the Inactive checkbox next to the option you want to retire.
Click Save. The option will no longer appear in the dropdown for new or edited records, but existing records that use it are unaffected.

Retiring an Entire Classification

Check the Inactive checkbox on the classification header row (next to the Classification Tooltip field).
Click Save. The entire classification and all its options will be hidden from user-facing forms.
The classification remains in the system and can be reactivated by unchecking Inactive.

Connecting Classifications to Customer Types

Once a classification is created in the global library, it must be assigned to one or more Customer Types before it will appear on customer records.

1	Go to Customer Types Navigate to Account Settings → Customers → Customer Types. Select the Customer Type you want to update (e.g., Strategic Account Management).

2	Open the Classifications Tab Click the Classifications tab within the Customer Type editor. Use the entity type buttons at the top to select the object (e.g., Customer, Stakeholder, Initiative).

Activate the Classification

Classifications not yet assigned will appear in the Unused section.
Drag the classification from Unused to the appropriate section in the Used area.
Optionally check Read Only if users should be able to view but not change the value (e.g., region auto-populated from an integration).

4	Save Click Save within the Customer Types editor. The classification and its options will now appear on customer records for that Customer Type.

NOTE

Each Customer Type has its own Classifications assignment. Adding a classification to one Customer Type does not automatically add it to others. Repeat for each type where the classification should appear.

Best Practices

Keep option lists focused. Aim for 5–10 meaningful options per classification. Too many options make dropdowns difficult to navigate and reduce data consistency.
Use the Inactive flag instead of deleting options or classifications. Deletion can affect historical data; inactivating preserves it while hiding the option from new entries.
Write tooltips for options that might be ambiguous. For example, if “Tier 1” could mean different things to different teams, a tooltip clarifying the criteria reduces inconsistent usage.
Coordinate with Customer Type administrators when creating new classifications. A classification is only useful once assigned to a type — ensure the right person completes both steps.
Standardize option names and abbreviations. If abbreviations are used (e.g., CEE, TWAL, APS), make them consistent and document their meaning in the tooltip.
Review classification options periodically. As your organization evolves, retire outdated options and add new ones to keep dropdowns current and relevant.
Order options intentionally. Place the most frequently selected options at the top of the list to minimize user effort.

Frequently Asked Questions

What is the difference between a Classification and a Custom Field?

Custom Fields are free-form data entry fields (text, dates, numbers, checkboxes) where users type or select a value. Classifications are specifically dropdown-style categorization fields with a predefined, administrator-controlled list of options. Classifications are designed for filtering, segmenting, and reporting — Custom Fields are for capturing descriptive or quantitative data.

I created a classification but it isn’t showing on customer records. Why?

Classifications must be assigned to a Customer Type before they appear on records. Go to Account Settings → Customers → Customer Types → [your type] → Classifications tab, and drag the classification from Unused to Used.

Can the same classification be used across multiple Customer Types?

Yes. A classification created in the global library can be assigned to as many Customer Types as needed. Each Customer Type independently controls whether the classification is active and whether it is read-only or editable.

What happens to existing records if I mark an option as Inactive?

Existing customer records that already have that option selected are unaffected — the value is retained and still visible on those records. The option simply becomes unavailable for new selections going forward.

What happens if I delete a classification entirely?

Deleting a classification removes it from the global library and from all Customer Types it was assigned to. Any data entered in that field on existing customer records may be lost. Always use the Inactive checkbox to retire a classification rather than deleting it, unless you are certain the data is no longer needed.

Can I reorder the classifications themselves (not just the options)?

The numbered order of classifications (1, 2, 3…) reflects the sequence in which they were created. Reordering the classifications themselves within the Customer Types screen is done in the Customer Types → Classifications tab by dragging the items into the desired order.

Can I add a classification option after users have already been using the classification?

Yes. You can add new options to a classification at any time. Existing records are not affected, and the new option becomes immediately available for selection on new and edited records after saving.