Creating a Category

See Also

Permissions required

Manage <Object> Categories - To create, edit, and delete Categories for the Object.

You can create Categories for Objects in Talisma. While creating a Category for shared Objects, specify the Teams to which the Category must belong. These Categories can be shared across the Teams to which you have access.

Canned Responses, Mailer/SMS Templates, Mailing Lists, and Offers can also be classified under the Categories of their related Objects.

To Create a Category

1.  From the Edit menu, select Categories.

The Category Manager is displayed.

2.  From the Object list, select the Object for which you want to create a Category.

3.  From the Team list, select the Team in which you want to create the Category.

4.  Click New.

An edit box is displayed in the Categories list.

5.  Type a name for the Category and press ENTER.

You can share the Category with other Teams.

6.  Click Close.

Note  •   While creating Categories for Global Objects, the Team list is not available because Global Objects are not Team-specific. •   Categories created for an Object cannot be shared with other Objects, but can be shared for the same Object in other Teams.