Categories are for grouping similar activities together. We give you a couple of generic categories to get you started. These default categories cannot be renamed, removed or deactivated.
I want to read the white paper (with lots of screen shots) on CRM Customer Relationship Management.
Navigate to Accounts Receivable > CRM > Manage > Activity Categories.
Note
Because perhaps not all your agrē users should have access to the Credit (Sensitive) category, permission must be granted to use it.
What you'll find:
Type a text label in the blank line at the bottom of the list and press TAB to activate. Save your changes.
To change the spelling of a type, double-click on the type and change the text. Save your changes.
To deactivate a type, click on the checkmark in the Active column to remove it. Save your changes.
If a category is not in use it can be permanently removed. If it has been used, you would need to edit every CRM Activity that used that category and select a different one (or delete the activity) before the category could be removed.
Select the attribute and click Remove Category. Save your changes.
Note
You could also deactivate a category instead of removing it permanently. This may be a quicker option if it is currently in use, but you no longer need it.