You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > Communications > Initial Communications Setup > Configure Communication Categories
Configure Communication Categories
print icon

 

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.

 

  1. Click Setup in the navigation panel
  2. In the Communications section, click Communications Categories. A list of the current categories in the database will be displayed.
  3. Click the Add button to add a new category. The Add/Edit Communications Category dialog box will be displayed.
  4. 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.
  5. N/A at this time
  6. Click Done to save the new category.
Feedback
1 out of 1 found this helpful

scroll to top icon