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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 the company's activities - these are journal, document, or email. For example, if you set the company as the customer of a deal and you add a document to this deal, it will have the same categories as the 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 propagated from companies to its activities - for the propagation of categories on other items, 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.