Categories

Data Source: PFWTAB

To open the Categories screen, click the Calls link on the CRM list of the Configuration Quick Links screen and select Categories from the drop down list.

The Categories screen allows you to define different kinds of call categories within the system. Once a code is defined in this table, it can be used to classify calls made to a customer. Valid category codes appear as an option on the Area of Interest drop down list on the Schedule a Call screen in the Customer Profile system application.

The following sorting options appear on the Categories screen:

Sort by
Field	Description
Code	Sort the search results by category code.
Description	Sort the search results by category code description.

The following search fields appear on the Categories screen:

Field	Description
Select Code	Search for call categories by entering a call category code.
Select Description	Search for call categories by entering a call category description.
Include Inactive	If selected, includes inactive call categories in the search results.

Click the Need to create a new category? Click here to add link to add a new call category code.

The following is a description of the fields that appear on the Categories screen:

Field	Description
Code	The code representing the call category throughout the system.
Description	A brief description of the call category.