Call Categories
Call Categories allow you to group and organize your calls based on criteria that make sense for your organization — for example, by topic, department, year, or event type.
Once categories are created, they are organized in the Calls page alphabetically, and they can be "toggled" to show/hide the calls under each.
Create or Assign a Category to a Call
- From the main menu, go to Calls.
- Click on the tile for the call you want to update.
- From the About tab, click Edit on the right-hand side.
- By default, calls are uncategorized.
This allows you to select or create the category as you are creating the call or to change it later as needed.
In the Category field:- Type to search for an existing category name.
- Or, create a new category by typing the desired name and pressing Enter or clicking to confirm.
- Type to search for an existing category name.
- Click Save to apply the category.
Remove a Category
If a category is no longer needed, or if you prefer not to assign a category yet, you can remove it by setting the call category back to Uncategorized:
- From the About tab of the call, click Edit.
- In the Category field, search for and select Uncategorized.
- Click Save.
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