Customize the task categories
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Customizing the task categories
There is currently no way of updating the task categories through the web interface to Fat Free CRM.
The default task categories are defined in the
and should be copied to
config/settings.yml if you need to change them.
The default settings are as follows:
task_category :call : Call :email : Email :folowup : Follow-up :lunch : Lunch :meeting : Meeting :money : Money :presentation : Presentation :trip : Trip
You can customize the task categories by editing this list of key/value pairs. The key is what is saved with the task record in the database, and this should be lowercase letters. The value is what is displayed to human users, so mixed case and hyphens are acceptable. The file format is
.yaml, which requires that you define each key/value pair on a new line, with two leading spaces (not a tab character).
After making any changes to the
config/settings.yml file, you will need to restart Fat Free CRM.
Note that if you delete a task category, and there are already tasks in the database which use that category, then they may not display correctly in Fat Free CRM.