Back to Communications Main Page 

What are Communication Categories

Navigating to Communication Categories

What are Communication Categories?

Communication Categories are used to classify activities Communications into generic groups based on specific similar common attributes that they share. Activity categories are following . Communication Categories follow a hierarchical tree structure.

• Navigate to Communication Categories and explore existing entries via the Summary page.

• Communication Categories follow a hierarchical structure, with 'Parent' rows linked to multiple 'Children' rows directly beneath them.
• Click on the link (Name or Number) of the record of your interest to open a modal with the related details. Select an existing Communication Category for the 'Parent' to make the specific Category a 'Child' or erase the 'Parent' name to make the specific Communication Category a 'Parent' itself.
• Either SAVE the changes or cancel (X) and go back to the Summary page. 
• Create a new Communication Category (ADD) or delete an existing one (REMOVE).
• Use EXPAND ALL  to view 'Parents' and 'Children' and COLLAPSE ALL to only view 'Parents'.

Check the Validations & Restrictions Table below for a list of available Actions when working with Communication Categories including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of Communication Categories fields.

Image Added

Anchor
validations validations

Validations & Restrictions

Anchor
attributes attributes

Attributes

An * indicates a field is mandatory.