Manage Subcategories

To further define and expand an interaction category, you can assign it subcategories to break down its definition into multiple types. For example, you can create a Contact Reason interaction category with subcategories of Follow-up, Schedule Visit, and Solicitation. To view the subcategories of an interaction category, select the name of the category in the grid. The subcategories page for the interaction category appears.

In the grid, you can view the active status of each subcategory. To view inactive subcategories, select Filter, select Include inactive, and select Apply.