INSZoom:- Add Appointment/Activity Categories
The below instructions will help you on how to set up the appointment or activity categories to use within the calendar feature.
Add Appointment/Activity Categories
This feature is used to personalize the appointments/Activity.
Follow the below steps to add appointment/activity categories:
- Go to the 'Setup' and select 'Knowledge Base'.
- Click 'Appt/Activity Category' under the 'Other Templates'.
- The list of 'Appointment/Activity Categories' will be available.
- Click 'Add New' to create a new one and enter the categories in the pop-up window.
- To edit an existing category, click on the pencil icon, make the changes and click 'Save'.
- Visit the calendar to see the new appt/activity type.
