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Categories on activity type email?


In my current cloud for Sales project we have a requirement around different business roles being able to assign different activity categories when creating and maintaining the activity types appointments, emails, phonecalls and tasks. We are using the code list restrictions to make sure each business role can see the relevant values, which is working fine for tasks, phonecalls and appointments.

For emails however, I cannot seem to be able to assign categories when creating them. We are creating emails through outlook, and in outlook I can only assign customer, lead, opportunity etc. to the email.

I have been able to make the category field visible on emails in C4C, but cannot make it maintainable. Only option for this seems to be visible/hidden.

My question is therefore:

1. Why is is possible to maintain categories for emails in the finetuning, if we cannot assign them?

2. If it is actually possible to assign the categories to emails when creating/maintaining them, how do you do it?



Former Member
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