Communication Categories provide a way for you to organize and filter email communications. Reports such as the Communication Report can be filtered by category to allow you to get a better understanding of the communications that are being sent.
To add a new communication category:
- Click Setup in the navigation panel
- In the Communications section, click Communications 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.