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Back to Activities Main Page

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Learn how you can to configure Activity Categories

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Table of Contents

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Navigating to Activity Categories

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CONFIGURATION > CRM APPLICATION > ACTIVITIES >SET UP CATEGORIES

What are Activity Categories?

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

Creating, Editing & Deleting
  • Navigate to Activity Categories and explore existing entries via the Summary page. Activity 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 entry of your interest to open a modal with the related details. Select an existing Category for the 'parent' to make the specific Category a 'child' or erase the 'parent' name to make the Category a 'parent' itself.
  • Either SAVE the changes or cancel (X) and go back to the Summary page. 
  • Create a new (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 Activity Categories including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of Activity Categories fields.

Activity CategoriesImage Added

 

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Validations & Restrictions

Multiple activity categories can exists in the system categories they are already used by activities which:
  • Are still not completed
    or 
  • If they are included in the list of allowed categories in one of the available activity types.
Deleted activity categories
ActionValidationsRestrictionsAdditional InformationGeneral 
Create
  • Mandatory Fields must be defined.
  • Multiple Activity Categories can be present in the System but each one should have a unique Name and Alternative Code.
  • The allowed Activity Categories are specified on the Activity Types. 
Edit
  • Mandatory Fields must be defined.
  • Multiple Activity Categories can be present in the System but each one should have a unique name Name and alternative codeAlternative Code.
  • The allowed activity categories Activity Categories are specified on the activity typesActivity Types. 
Delete
  • An Activity
  • Category cannot be deleted if
  • it is a 'parent' node.
Deleted Activity Categories are still visible on activities entries which were created using those categories.

 

Include PageConfiguring Categories - GlobalConfiguring Categories - Global
Categories.

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Attributes

An * indicates a field is mandatory.

Name

Description

Name*The name of the Activity Category.
Code*A code for the Activity Category.
DescriptionA description for the Activity Category.

Parent

The parent of the Activity Category, unless the Activity Category is a 'root'.

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