Activity categories overview
Activity categories allow you to group similar activities together on reports and invoices.
Before you start
Make sure you're assigned to a permission group that has Activities enabled.
Add activity categories
- Select Setup, then Activity Categories.
- Select Add .
- Enter an ID and Name for the activity category.
- Enter an invoice description if you would like a different name to appear on your client's invoice.
- Select Save when you're finished.
Set a category grouping for an activity
When you add an activity, choose the activity category to group activities together to display on reports and invoices.
Edit activity categories
- Select Setup, then Activity Categories.
- Choose the activity category, then select Edit .
- Make changes and select Save.
Delete activity categories
- Select Setup, then Activity Categories.
- Choose the activity category, then select Delete.
- Select Delete to confirm.
Contact us
Call 800-968-0600