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

Was this article helpful?


Thanks for your feedback


 please wait...
 

Still can't find what you're looking for?