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Contact Category
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Contact Category |
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Contact Categories allow you to sort your contacts into various groups to facilitate searching, filtering, reporting and mail merging. The use of contact categories may overlap with the use of company categories. You will use both for the purpose of creating filters for reports and mail merge, but having separate contact and company categories will allow you to refine your filtering.
For example... perhaps you want to send a promotional brochure to all of your customers. However, each company in your Company/Contact database may have multiple contacts. You may decide that you would be sending far too many brochures, and it would be a waste of paper to send to every single company contact. However, if you created a contact category called "event contact", and only assigned this category to contacts who were directly involved in coordinating an event, you could narrow down a more likely list of candidates for your promotion. Also, if your facility sends out a newsletter or other regular communication, you could create a contact category called "mailing list" or "newsletter". You can then create a mail merge that sends the newsletter only to contacts who have an interest in receiving the communications.
You can enter as many different types of contacts as you require under Contact Category 1 and Contact Category 2. These two lists are independent of each other, so Contact Category 2 is not a sub-set of Contact Category 1. The separate lists allow you to keep the categories organized under shorter lists if you prefer. A contact may belong to more than one category under either of the two lists.
| 1. | Select Setup | General Lookup Tables from EventPro's main menu. From the drop-down list in the top left corner, select one of the two Contact Category lists. |
| 2. | Click the New button in the upper right corner. |
| 3. | In the Contact Category [New] window that appears, enter the name of the category. For example, you could overlap with the company categories you used, e.g. “GOVERN” or “NON-PROFIT”. You may also want to create categories based on basic company positions or departments, e.g. “ADMIN”, “MANAGEMENT”, or “TECH”. Depending on what best suits your business, there are many different ways you can categorize your contacts to make searching, filtering and mail merging easier. |
| 4. | Click Save. Continue this process until you have defined all of the Contact Categories that you think you will need. You can always return later to add more categories. |
| 5. | To Edit, View or Delete Contact Categories under either list 1 or 2, see Edit, View or Delete General Lookup Tables below. |