Why can't I see the custom Category or Keyword that I created in my Projects or Opportunities?

NOTE: Although the following screenshots depict the Category option, the same applies for Keyword.

Go to Daylite > Preferences, select Category, and click Opportunities. You will need to ensure of the following things in order to see the custom Category that you created in your Projects or Opportunities:

  1. The Category is 'Active', i.e. there is a checkmark in the 'Active' checkbox.
  2. The appropriate Object has a checkmark next to it, i.e. People, Companies, Projects, etc. You have to place a checkmark next to the Object you would like that Category to show up under as an option.

Category Preferences

Applying Category to checkboxes

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