Summary

Email Categories organize emails sent in the desktop application into recognizable categories. This guide covers adding and editing Email Categories in Preferences.

Accessing the Email Categories

To access Email Categories, go to:

Admin > Preferences > Customer Preferences > Email Categories.

Filtering the Email Categories

To filter the Email Categories, toggle these filters.

• Global
  • All: Display all Email Categories.
  • Specific to Office: Display only Email Categories flagged to be specific to the user’s office.
  • Available to all offices: Display only Email Categories flagged as open to all offices.
• System
  • All: Display All Email Categories.
  • Yes: Display only Email Categories that are system Email Categories.
  • No: Display only Email Categories that are not system Email Categories.
• Visibility
  • All: Show all Email Categories.
  • Visible: Show only visible Email Categories.
  • Hidden: Show only hidden Email Categories.

The Email Categories will refresh after different filters are selected.

Adding or Editing an Email Category

To add a new Email Category, select + Email Category or select Edit to change an existing Email Category.

• Description: Name the reason why the Email Category occurs.
• Global: Determine if the Email Category will be shown to specific or all offices.
• Visibility: Hide or show Email Categories. The user cannot delete Email Categories, only hidden from being selected.
• System: Shows if the Email Category is system-defined or if a user created the Email Category.

Select Save when finished editing the Email Category.

Where is an Email Category used?

Email Categories are used in customer communications to sort emails on the Customer Card.