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Contact Categories 1 and 2 |
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Contact Categories 1 and 2 |
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Contact Categories 1 and 2
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Contact Categories 1 and 2 |
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Contact Categories 1 and 2 |
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Contact Categories allow you to sort your business contacts into various groups to facilitate searching, reporting and mail merging. The use of contact categories may overlap with the use of company categories. You will use both for the purpose of creating filters for reports and mail merge, but having separate contact and company categories will allow you to refine your filtering.
For example, perhaps you want to send a promotional brochure to all of your customers. However, each company in your Company/Contact database may have multiple contacts. You may decide that you would be sending far too many brochures, and it would be a waste of paper to send to every single company contact. However, if you created a contact category called "event contact", and only assigned this category to contacts who were directly involved in coordinating an event, you could narrow down a more likely list of candidates for your promotion. Also, if your facility sends out a newsletter or other regular communication, you could create a contact category called "mailing list" or "newsletter". You can then create a mail merge that sends the newsletter only to contacts who have an interest in receiving the communications. |
You can enter as many different types of contacts as you require under Contact Category 1 and Contact Category 2. These two lists are independent of each other, so Contact Category 2 is not a sub-set of Contact Category 1. The separate lists allow you to keep the categories organized under shorter lists if you prefer. A contact may belong to more than one category under either of the two lists.
| 1. | Select Setup | General Lookup Tables from EventPro Planner’s main menu. |
| 2. | Select Contact Category 1 or 2 from the drop-down list in the upper left corner. |
| 3. | Click the New button to the right. |
| 4. | The Contact Category [New] window appears. |
| 5. | Type in the name of the Contact Category, e.g. Caterer, Florist, Sales, Manager, Owner, etc. |
| 6. | Click Save. |
