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Navigating to Communication Categories
CONFIGURATION > CRM APPLICATION > COMMUNICATIONS > SET UP 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.
Validations & Restrictions
| Action | Validations | Restrictions | Additional Information |
|---|---|---|---|
| Create |
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| Edit |
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| Delete |
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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. |
| Description | A description for the Communication Category. |
Parent | The 'Parent' of the Communication Category, unless the Category is a 'Root'. |
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