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:
- The Category is 'Active', i.e. there is a checkmark in the 'Active' checkbox.
- 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.