Configuring Activity Categories

Owned by Persia Xenopoulou (Deactivated)
Last updated: Dec 16, 2016 by p_demou (Deactivated)
2 min read

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Navigating to Activity Categories

CONFIGURATION > CRM APPLICATION > ACTIVITIES >SET UP CATEGORIES

What are Activity Categories?

Activity Categories are used to classify Activities into generic groups based on specific common attributes. Activity Categories follow a hierarchical tree structure. 

  • 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 Categories

 

Validations & Restrictions

ActionValidationsRestrictions
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 and Alternative Code.
  • The allowed Activity Categories are specified on the Activity Types. 
Delete
  • An Activity Category cannot be deleted if it is a 'parent' node.
Deleted Activity Categories are still visible on entries which were created using those Categories.

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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