The Categories category allows adding and editing different groups to which Tasks are assigned. The list of categories created is displayed when viewing Task information, where the user can assign or reassign Tasks to the appropriate category.
Category - Specifies an identifying name for the category.
Priority - Specifies the priority setting for each category. This is important when users sort Tasks by priority. The Tasks assigned to a category with a high priority setting will be displayed as being more urgent than those assigned to a category with a lower priority setting.
Is Default - If selected, the category is the default category when a new Task is created.
Default User ID - Specifies the default user ID for the category. When a new Task is assigned to this category, the default user ID assigned here is automatically added to the Task.
Default Department ID - Specifies the default department for the category. When a new Task is assigned to this category, the default department added here is automatically populated.
Show - If selected, the category will display as an option when changing the category on the Task screen.
Default User ID Custom SQL - Paste SQL here if the Default UserID needs to be based on other information for the Lead/Client
Default Department ID Custom SQL - Paste SQL here if the Default DepartmentID needs to be based on other information for the Lead/Client
Both of these custom SQL settings can use core bookmarks of {IssueID} and '{UserID}'. These rules are only for tasks created manually from the system. Automated tasks would need to have that business logic included in that automation.
Default category for documents - Specifies the Category to use for the Task which is added by dragging an attachment/document onto the Lead/Client Screens.
Show for Salesforce - If selected, Sale Agents using the Web Interface can select the category when adding Tasks.
Show for Clients - If selected, Clients using the Web Interface can select the category when adding Tasks.
Show for Leads - If selected, Leads using the Web Interface can select the category when adding Tasks.
Visibility SQL - Used to filter categories for selection in the Task detail screen and on the add Task on the web.
Default Summary Text - Used to prepoluate the summary when adding a new task. If changing the category and there is text there already the user will be prompted to identify if they want to override the current summary
Post SQL - Paste a valid SQL statement here to be run after manually changing the status of the task via the windows application. The following bookmarks are available: {IssueID}, {DebtorID}, {AgentID}, {AgentType}, {AgentUserID}, {DebtorCredID}, '{UserID}'
The user should have prior knowledge of SQL language and understand the structure of the existing database before attempting to construct a SQL statement.
Bookmarks available for use in the Category Visibility SQL statements:
{TaskID}
{CategoryID}
{UserID}
{LeadClientID}
{Client}
Bookmarks available for use in the Category Visibility SQL statements:
{TaskID}
{SubCategoryID}
{UserID}
{LeadClientID}
{Client}
Example: Give only the user "admin" access to a specific category
select @Result = case when '{UserID}' = 'Admin' then 1 else 0 end
Example: Only allow active clients to select the category
select @Result = Case when (select active from Clients where ClientID = {ClientID}) = 1 then 1 else 0 end