Configuration: Categories
Use the Categories screen to add new call categories to the system and edit existing call categories.
To open the Categories screen, navigate to Configuration > CRM > Calls > Categories.
Add a new call category
The fields on the Categories screen when adding a new call category are:
| Field | Description |
|---|---|
| Code | A three digit alphanumeric code representing the call category (e.g. PAR - Parts). |
| Description | A brief description of the call category. |
| Equipment Sales |
Denotes whether the call category is related to equipment sales Call. Call history records coded as such are used in the Kay Performance Indicators (KPIs) for the following ratios: Sales Calls %, Calls to Close Ratio, Coverage Ratio, Customer Coverage Ratio. |
Edit an existing call category
The fields on the Categories screen when editing an existing call category are:
| Field | Description |
|---|---|
| Code | The three digit alphanumeric code representing the call category (e.g. PAR - Parts). |
| Description | A brief description of the call category. |
| Equipment Sales |
Denotes whether the category code is related to equipment sales or the equipment department. |
| Active for System |
Controls whether the category code is active for use within the system.
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Use these buttons to complete your work on the Categories screen when editing an existing call category:
| Button | Function |
|---|---|
| Save | Saves changes made on the Categoriesscreen. |
| Copy |
Creates a copy of the selected call category. |
| Save & Next |
Allows you to save any edits/changes made to the selected call category and scroll through to the next call category in the list to apply any edits/changes. |
| Close | Closes the Categoriesscreen without saving and returns to the Categories screen. |