Create custom drop-down values and folders

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Use categories to categorize and group information in Microsoft Dynamics Marketing. You can also use them to establish the options available in many various drop-down menus throughout the site. Using categories, you can streamline data entry and maintain consistency across users. Most of the functions in Dynamics Marketing support these fields.

You must have the View/Edit Categories privilege to work with categories.

To view and work with your categories, go to Settings > Business Administration > Categories. This opens the Categories list page. Use the Language and Category Type drop-down lists to find the categories you wish to work with. See the following sections for more information about the functions available here.

Choose from the buttons at the top right corner of the Categories page to create a new category, edit an existing category, or delete a category.

To avoid information being saved without a category, Dynamics Marketing doesn't ever delete categories, but makes them inactive. Inactive categories can no longer be selected from the drop-down category list boxes, but entries assigned to them will still appear. For example, if you deactivate the category called Promotion, the records assigned to Promotion will remain assigned to Promotion, but you won't be able to choose Promotion from that category type.

  1. Select the category type you want to work with from the Category Type drop-down list.

  2. Choose the New button to create a new category.

  3. Enter information as follows:

    Field

    Description

    Name

    Category names within a category type must be unique.

    Description

    Enter a description of the category. (Optional).

    Account

    This field has special functions in certain areas of the system. These special functions are explained in the section of the online help where they apply.

  4. Click Save.

  5. If you are supporting multiple languages, then select a new language from the Language drop-down list, enter a translation name in the Name field and click Save again. Repeat for each language you need to support. (Skip this step if you support just one language.)

  1. Select the category type you want to work with from the Category Type drop-down list.

  2. Select the category that you want to edit from the list.

  3. Make any changes to the name, description, or account.

  4. Click Submit.

System_CAPS_noteNote

These settings enable you to rename a category, which will result in the name being updated wherever it appears throughout the site. For example, if you had a category called Promotion and renamed it Digital Marketing, then everything previously categorized as Promotion will now show a value of Digital Marketing .

System_CAPS_importantImportant

You cannot actually delete categories, but you can deactivate them so that they are hidden. System category entries are used by Dynamics Marketing, so you cannot deactivate them.

  1. Select the check box next to the category you want to delete.

  2. Click the Delete button.

  3. A pop-up asks you to confirm the deletion, click OK to continue.

If you are supporting multiple languages, then you should also translate each category that you create. To do so, open a category for editing, as described in the previous section, choose the destination language from the Language drop-down list and enter the translation into the Name field. Click Save to save your setting. Repeat for each required language.

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