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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.

Validations & Restrictions

Action	Validations	Restrictions
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.
Description	A description for the Activity Category.
Parent	The parent of the Activity Category, unless the Activity Category is a 'root'.

Related Areas

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Completing Activities
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Scheduling Activities
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Managing Activities
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Starting Activities Progress
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Accepting Activities
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Configuring Activity Cancellation Reasons
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Configuring Activity Types
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Configuring Activities Definition
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Configuring Activity Categories
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Configuring Activity Statuses
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Understanding Activities

Helpful Links

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CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page