The Goal: Create a Communication Category so you can organize and filter your email communications and run filtered reports such as the Communication Report.
Before You Begin:
- You need staff access to the Settings area under Marketing & Communication.
- Decide on a descriptive category name, since it will appear when selecting communication categories throughout the software.
Microlearning Overview
Step-by-Step Instructions
- Go to Marketing & Communication, Communication section, click Settings.
- Click Communication Categories. A list of the current categories in the database will be displayed.
- Click the Add button to add a new category. The Add/Edit Communications Category dialog box will be displayed.
- Enter a Name for the category. This name will be displayed when you are selecting communication categories within the software, so it should be descriptive and reflect the purpose of this category.
- Click Done to save the new category.
Common Pitfalls
- Vague category names: Because the category name appears in selection lists throughout the software, a generic name (e.g., “Misc”) makes filtering reports harder later. Use a descriptive name that reflects the category’s purpose.