Defining key attribute profiling category groups

Category Groups specify the data that appears on a Key Attribute Profiling screen. You need to define one structure of categories only, but it's useful to define multiple category groups so you can reuse different sets of categories relevant to the data you want to collect.

You can specify a group as static or dynamic. A static group is stored automatically under the Group Entries heading, which forms part of the Key Attribute Categories list. A dynamic group appears in this list only after an action, such as a mail merge, mass email, or task, has been run against it.

1. Click <My Profile> | Administration | Advanced Customization | Key Attributes | Category Groups. A list of existing Category Groups is displayed.
   • General Category Groups. This is the default.
   • Call Handling Category Groups
   • Activity Category Groups
2. Ensure General Category Groups is selected.
3. Click New.
4. Add the Name and Description.
5. Use the arrows to move categories from Key Attribute Categories to Categories Within Group. When you move a parent category, its child categories are also moved.
6. Use the arrows on Categories Within Groups to change the order in which categories appear on the Key Attribute Profiling screen.
7. Click Save.