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 Back to Communications Main Page 

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Find out how Learn to configure Communication Categories

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What are the Communication Categories

Communication categories

Navigating to Communication Categories

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CONFIGURATION > CRM APPLICATION > COMMUNICATIONS > SET UP CATEGORIES

What are Communication Categories?

Communication Categories are used to classify communications Communications into generic groups based on specific similar common attributes that they share. Communication categories are following 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. 

Creating, Editing and Deleting Validations and Restrictions

Action
  • 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.

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Validations & Restrictions

Communication categories
ActionValidationsRestrictionsAdditional Information
General N/A

N/A

Delete
Create
  • Mandatory Fields must be defined.
  • Not Applicable
  • Not Applicable
Edit
  • Mandatory Fields must be defined.
  • Not Applicable
  • Not Applicable
Delete
  • Cannot delete a Communication Category if it is the 'Parent' node.
  •  Communication Categories cannot be deleted if they are already used by communications Communications which:Deleted communication categories
    • 'Effective' Communication Template.
  • Deleted Communication Categories are still visible on communications which were entries 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 Communication Category.
Code*A code for the Communication Category.
DescriptionA description for the Communication Category.

Parent

The 'Parent' of the Communication Category, unless the Category is a 'Root'.

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