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Navigating to Communication Categories

What are Communication Categories?

Communication Categories are used to classify Communications into generic groups based on specific common attributes. 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.

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validations validations

Validations & Restrictions

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attributes attributes

Attributes

An * indicates a field is mandatory.