Although the following screenshots depict the Category option, the same applies for Keyword. As well, it is the same process for each Object.
Go to Daylite > Preferences, select Category, and click Opportunities. You will need to ensure that the following things are in order to see the custom Category that you created in your Opportunities or Projects:
- The Category is 'Active', i.e. there is a checkmark in the 'Active' checkbox.
- The appropriate Object has a checkmark next to it, i.e. People, Companies, Projects, etc. You have to place a checkmark next to the Object you would like that Category to show up under as an option.