Using Categories in CRM 1

Using Categories in CRM

With the latest update of CRM, a new entity called Category has been added. With this entity you can create hierarchical categorical data to help group records.

The categories can be found under the Service Management section in CRM

Category can be found under service management

Categories can be setup under service management

Create a new category with a title of green and description of The green color.

Create a new category with a title of green and description of The green color. You can add associated categories as well as a parent category

The hierarchy of categories can be easily visually displayed

The hierarchy of categories can be easily visually displayed

To add categories to an entities, add a lookup field to the Category entity. Filtering might be required to ensure that only the relevant categories are displayed

To add categories to an entities, add a lookup field to the Category entity. Filtering might be required to ensure that only the relevant categories are displayed.

On the lead form as you can see all the categories are displayed but you can't see exactly what records is the parent / child category

On the lead form as you can see all the categories are displayed but you can’t see exactly what records is the parent / child category.

Categories are very useful and will can be very beneficial for reporting, sorting, segmenting and categorization of records.

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