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Navigating to Job Categories

CONFIGURATION > CRM APPLICATION > JOBS > SET UP CATEGORIES

What are Job Categories?

Job Categories is a module used to create Job categories which are used to classify Jobs into generic groups based on specific similar attributes.

Navigate to Job Categories and explore existing records via the Summary page. Job 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 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 Job Categories including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of Job Categories fields.

Validations & Restrictions

Action	Validations	Restrictions	Additional Information
General	Multiple Job Categories can exist in the System but each one should have a unique Name and Alternative Code.	Mandatory Fields must be defined	The Allowed Job Categories are specified on the Job Types.
Delete	Not Applicable	Job Categories cannot be deleted if they are already used by Jobs which: Are still not completed Are included in the list of Allowed Categories in one of the available Job Types.	Deleted Job Categories are still visible on Jobs which were created using those Categories

Attributes

An * indicates a field is mandatory.

Name	Description
Name *	The name of the Category
Description	The description of the Category
Code *	The code of the Category
Parent	The 'parent' of the Category, unless the Category is a 'root'

Related Areas

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Configuring Job Categories
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Configuring Job Cancellation Reasons
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Configuring Jobs Definition
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Understanding Jobs
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Managing Jobs
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Configuring Job Types
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Configuring Job Statuses
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Creating Jobs for Swapping Installed Items of a Subscription
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Creating Jobs for Changing Subscription Location
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Creating Jobs for Swapping Services of a Subscription
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Creating Jobs for Deactivating Subscriptions

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

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