Manage Event Categories
- 06 Nov 2024
- 2 Minutes to read
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Manage Event Categories
- Updated on 06 Nov 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
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This article is part of enhanced events and covers managing event categories.
R365 has a default set of categories that users can create subcategories under. When creating an event, users must select a subcategory from the Category field. If the desired subcategory does not already exist, users can create and add a new subcategory from the dropdown.
Event categories is part of Enhanced Events, a feature available to users with Weekly Forecasting. Please contact your CSM to learn more.
Navigation
Event categories can be managed from the Event Categories dialog box. This can be accessed from the Category dropdown on the Event Details form.
To open the Event Categories dialog box, follow these steps:
Click steps to expand for additional information and images.
1) Open the Event Details form.
To open the Event Details form, click the +Create, Events+, or Add Event button from any of the following areas of R365:
Click an option to expand.
Manager Tools Page
Forecasting
Smart Ops Daily Sales Summary
Classic Daily Sales Summary
Smart Ops Homepage
2) Click +Add Category or Manage Categories from the category drop down.
On the Event Details form, when a subcategory is typed into the Category field on the Event Details form, users will be able to select an existing category, click the +add subcategory button to add a new subcategory, or click Manage Categories.
3) The Event Categories dialog box will open.
Clicking Manage Categories will open the Event Categories dialog box.
Manage Event Categories
From the Event Categories dialog box, users can add, delete, and edit even subcategories. The Categories that the subcategories are grouped under are R365 defaults and cannot be deleted.
Add Subcategory
To add a subcategory, first navigate to the correct category, then click the +add subcategory button. Enter the name of the event subcategory. Click away from the entry. The subcategory will be added to the list. Click Save to save the changes.
Edit an Existing Subcategory
To edit an existing subcategory, first locate the the subcategory that needs to be edited. Hover over and click the subcategory name. This will enable the editor. Make the necessary changes. Then, click away from the entry. The subcategory name will be changed. Click Save to save the changes.
Delete a Subcategory
To delete a subcategory, first locate the subcategory that needs to be edited. Click the trash can icon 
beside the subcategory. Users will be prompted to confirm the deletion. Once confirmed, the subcategory will be deleted.
When an event subcategory is used as a trigger in a forecast rule, the confirmation message may list the rules that the subcategory is tied to.
Deleted subcategories will remain assigned to existing events and forecast rules. However, they will not be usable on new events.
All subcategories can be deleted except for the R365 default Other subcategory.
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