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Propagate Company Categories to Activities

Propagate Company Categories to Activities option gives you the opportunity to set whether you want to transfer the company's categories to activities that are related to the company. For example, if you set the company as the costumer of a deal and you add a document or email to this deal, it will have same categories as company.

Double-clicking the Propagate Company Categories to Activities item in the list will bring up the Global Setting card.

Fields on the Global Setting Detail

If the check box is marked, the function is turned on and categories will be propagate from companies to its activities, but not to directly related items - for this propagation, please see Propagate Company Categories to Related Items.

If the check box is not marked, the category propagation is turned off.

Clicking OK in the lower part of the Global Setting card saves changes and closes the card. If you wish to close the global settings card without saving any changes, click Cancel.