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Procedure documentationMaintaining Activity Categories for Transaction Types

 

In order to define categories for transaction types and activities, you must first perform some Customizing activities.

Procedure

  1. Define the activity category.

    On the SAP Easy Access screen for Customer Relationship Management, choose Start of the navigation path Transactions Next navigation step Settings for Activities Next navigation step Maintain Categories, Goals, and Priorities Next navigation step Maintain Categories End of the navigation path; define the activity category.

  2. Assign the activity category to a transaction type.

    On the SAP Easy Access screen for Customer Relationship Management, choose Start of the navigation path Transactions Next navigation step Settings for Activities Next navigation step Maintain Categories, Goals, and Priorities Next navigation step Assign Categories to Transaction Types End of the navigation path; assign the category to a transaction type.