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Setting Up the Category Drop-Down List

The Category Code can be used to designate categories that you use when adding items to your personal calendar in My Calendar.

My Calendar Items

You can add , edit , or delete drop-down list items from the Category Code list.

To add a Category Code to the drop-down list:

  1. Navigate to the CRM Overview page.
  2. On the Overview page, click Setup.

 

  1. On the Customer Information page, select the Miscellaneous tab.
  2. On the Category child form, click ADD   . The Enter Category window displays.
  3. Enter a Category Code.
  4. Enter a Description.
  5. Click Save to add the code to the Category Code drop-down list. This adds the activity code to the Category Code drop-down list.

To edit a category code:

  1. Click the Edit button next to the list item you would like to edit.
  2. Make your changes and click Save.

To delete a category code from the drop-down list:

  1. Click the Delete button next to the list item you would like to delete.
  2. Click OK to confirm the deletion.