Assigning a Category to a Contact

24 views March 25, 2019 March 25, 2019 0

PoliteMail gives you the option to assign a Category to your contacts.  You can either assign a Category when you import a mailing list, or edit it from the Contacts tab.    The Category column is located in the Contacts tab under Lists, or by double-clicking on the name of any contact within a list.

When you import a mailing list, you’ll be presented with a dialogue window to help define the parameters of your list.  From this window, you’ll see a Contact Category pull-down menu.  Leaving it blank will assign the default “None” to the category column.  Or, you can choose a Category from the pull-down menu.  You also have the option to overwrite or change any category setting for existing contacts.

How to Change the Category in the Grid view

By default, the Category is set to “None.”  To change the Category, click on the Edit button on the far right-hand side of the row.  Now use the pull-down menu to see the Category options and choose one.  Click Update when you are finished.

You can also use the bulk update option to change this field in multiple contacts.

Assigning a Category to a contact allows you to have a quick glance at the relationship you have with that contact.

For more information about lists, please click here.

For more information about Custom fields, please click here.

Was this helpful?