Caction

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Version 1.0
Created: 22 July 2024
Updated: 22 July 2024

Comment Category Segmentation

Comment Category Segmentation page separates Comment options by different categories for Projects, Jobs, etc. Example: Only Sales Meeting Job will have “Sales Meeting Minutes” Comment option. This option can be set to not be available for other Job categories.

  1. At the desktop site navigation bar, go to Wizard.
    Open Wizard Page Here: https://system.caction.com/wizard

    Comment Category Segmentation Step 1

  2. Click “Comment”.

    Comment Category Segmentation Step 2

  3. Click on “Category Segmentation”.

    Comment Category Segmentation Step 3

  4. Click on the category. For example, click “Job”.

    Comment Category Segmentation Step 4

  5. Click on the job category that you want to add comment category in.

    Comment Category Segmentation Step 5

  6. Click on the comment categories.

    Comment Category Segmentation Step 6

  7. Enter the comment category that you want to add.

    Comment Category Segmentation Step 7

  8. Tick the comment category you want to add.

    Comment Category Segmentation Step 8

  9. The added comment category will be shown as below.

    Comment Category Segmentation Step 9

  10. Click on the “Save” icon.

    Comment Category Segmentation Step 10

  11. Click “Yes” to confirm.

    Comment Category Segmentation Step 11

  12. The comment category has been saved when this prompt appears.

    Comment Category Segmentation Step 12




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