Creating Contact Log Categories

An organization can use Contact Log Categories to group related contact logs together to facilitate searching, sorting, and reporting activities.

Follow these steps to add additional categories:

  1. Open a new record from the Contact Log Categories service, which is located in the Administration – CRM application.
  2. Enter the category's name in the Name field.
  3. Enter a description of the category in the Description field.
  4. If you are adding a sub-category of an existing category, enter the parent category in the Parent field. This field links to another record in the Contact Log Categories service.

  5. Save and close the record.
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