Adding/Amending Diary Categories

If you have the role, you will be able to edit and add new Diary Categories within Telesales. 

1. Go to Admin > Diary Categories in Telesales 
   
2. This returns a list of all the Diary Categories 
   
3. To edit one, click 'View' against the one you wish to amend. 
   
4. You can change the Name, Subject, team/agent assignee (this will automatically select a team or agent if you select that category when you create a reminder) - 'Is manually selectable' means that the category will appear in the drop down options, 'can override subject' means that the subject will be automatically filled when that category is selected and 'is default' means that a reminder would default to that category. 
5. Make any changes you need to and click 'save' - it is recommended that you do not delete a category completely as this will stop any existing notes/reminders with this category from working
6. To create a new category, on the listing page click 'Add New' 
   
7. Fill out the form, selecting the relevant tick boxes needed
   
8. Then click 'Save' and the category will be available in the drop down when adding a reminder