Creating a new category of history events
The standard history event categories are mail, note, phone call, and meeting. Add more categories to events that are recorded in the history of your contacts, opportunities, or cases. The instructions below explain how to create new categories.
Creating new categories
To add a new category of history events, please follow the steps below:
- Sign in to your portal.
- Click CRM on the start page.
- Click Settings in the left-side panel, select Other settings and click the History Event Categories.
- Click New Category.
- A window will open containing the required form. Select an icon for the new category, enter a name in the Title field, and add a description.
- Click Save.
The new history event category will be added to the list.
Additional Information
Editing or deleting a history event category
To edit or delete a category, click the 
icon next to the category and select the Edit Category or Delete Category.
Please note that that a category can only be edited or deleted if no events in the history of contacts, opportunities, or cases have been assigned to it. Once an event of this category has been created, the category can no longer be edited or deleted.
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