How to create categories for the Event log

You can create custom categories to organize client-related notes and comments that you add on the Event log tab on the client details page.

To define the required categories:

1

Navigate to Clients > Events log > Categories, and then click +Create in the upper-right corner of the page.

2

In the Caption field, enter a name that you want to apply to the category.

3

In the Description field, enter a short description identifying the purpose of this category.

4

Click Save to create the category.

5

From the categories list, select the category that you have just created and click the Edit button located in the category row.

6

Switch to the Rights tab and enable the switches for the user groups to which you want to make this category available. Click Turn On All or Turn Off All to enable or disable the category for all user groups.