Close Help Center CRM CRM. Getting Started People. Getting Started Adjusting temperature levels Setting opportunity stages Adding contacts in bulk Keeping contacts up-to-date Administration Guides ONLYOFFICE Workspace Managing portals Reinforcing security Configuring modules and tools Customizing modules and tools Managing users Connecting external services ONLYOFFICE Control Panel ONLYOFFICE DocSpace Glossary Video FAQ General Technology Pricing Workspace Enterprise Edition Docs Enterprise Edition Docs Developer Edition ONLYOFFICE Groups Connectors Trial period Creating a new category of history events Admin CRM Adding user fields Adjusting contact types Coordinate all aspects of your activities using the online office Creating a new category of history events Creating a website contact form CRM. Getting Started Exporting all CRM data Deleting duplicate contacts More articles Performing group operations Adding contacts in bulk Creating invoices for your clients Exporting CRM database and editing it using spreadsheet editor Keeping contacts up-to-date Linking an opportunity with a project Organizing and tracking a common event Organizing mass mailing Tracking potential sales Manage your customer relations with the online office Setting opportunity stages Specifying tasks categories Using tags within the CRM module ONLYOFFICE Demonstration Calling your customers directly from CRM Setting up the default currency and exchange rates history event categories Creating a new category of history events CRM. Getting Started create new category Creating a new category of history events Creating a knowledge base edit category Creating a new category of history events delete category Creating a new category of history events The standard history event categories are mail, note, phone call, meeting. Need more categories for events that are added to history of your contacts, opportunities or cases? It's easy! Just read this tip to learn how to create new categories. Bare Bones Instructions To add a new category of history events, please follow the easy steps below: Enter your portal using your login details. Click the CRM link on the start page. Click the Settings option at the left-side panel, then choose the Other settings section and click the History Event Categories item. Press the New Category button. A window will open introducing the form you need to fill in: select an icon for the new category, enter its name in the Title field and description. Click the Save button. The newly created history event category will be added to the list. Helpful Hints How to edit or delete the added history event category? To edit or delete a category, click the icon next to the needed category and select the Edit Category or Delete Category option. Please bear in mind that you can edit or delete a category only in case there are no events in the history of contacts, opportunities or cases belonging to this category yet. Once an event of this category is created, you won't be able to edit or delete this category any more. Try now for free Try and make your decision No need to install anythingto see all the features in action You Might Also Like This: Close