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Former Member
Jan 11, 2012 at 10:02 AM

Categorization scheme - search/report/display at activity???

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Hi'

I have setup the categorization scheme in 2 levels for call list activity.

I can create values when I work at the call list in IC - no problem.

With Sales&Marketing role I want to search for activities with certain categori values, but I cannot find search criteria where I can choose categori.

When I display an activity in the Sales&Marketing role I cannot find fields containing the categories.

Can anyone help me? 😊

Thank you in advance 😀

Best regards

Lone