Note: This feature was upgraded in the Spring 2023 release. This article describes the new version.
You can use activity categories to track specific types of events, for example, expiration dates for your property insurance. First, you set up the category; then you add activity records linked to that category. After that, you can run reports that show all the events in one or more categories.
To set up activity categories
Go to Admin > Toolbox > Custom Lists.
Select the Activity Category tab. Select an object type, for example, Property, and then enter the category names.
In the example shown above, we entered different types of property insurance: Fire Insurance, Earthquake Insurance, and General Insurance.
For each category, you can pick a color. Activities on the calendar will use the color as a background.
To link an activity to a category
Open a record, for example, a property screen.
Click the Add Activity button on the right side of the screen. The Activity Feed screen appears.
Select a category.
Complete the rest of the screen as you normally would.
Click Submit.
To run the Activity Feed Report by category
Go to Reporting > Admin Reports > Activity Feed.
Select an Object Type and a Category.
Enter a Due Date Range.
Click Display. The report shows all the activities in that category, in this case, Fire Insurance expiration dates at all the properties in the database.
Activity categories on the calendar
Activities that are linked to categories show the category name on the calendar, with the color as a background.
If you click on the bar, Breeze displays details.
