Assigning a Category to a Contact

Applies To: PoliteMail Desktop  □ PoliteMail Online □ PoliteMail O365

Version:  4.94    4.97   □ 5.0+  

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.

Categories are accessed by going to PoliteMail > Settings > Categories. You can edit the Category names, and place check boxes next to the categories you want to use. Click Save when you are finished.

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

To access Contacts in the data grid view, navigate to PoliteMail > Lists > Contacts. If you have not assigned a category to a Contact, it will be 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.

Assigning a Category to a contact allows you to have a quick glance at the relationship you have with that contact. You can also search contacts in PoliteMail version 4.91+. Using the pull-down menu at the top of the Column, choose Filter and then enter in the Category value from the pull-down menu of options.