Table of Contents
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.
Validations & Restrictions
| Action | Validations | Restrictions |
|---|---|---|
| Create |
|
|
| Edit |
|
|
| Delete |
| 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. |
| Description | A description for the Activity Category. |
Parent | The parent of the Activity Category, unless the Activity Category is a 'root'. |
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