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InterAction+™ Hybrid Answer Center

Categories

  • Updated

Categories provide a method of organizing Contacts that is synchronized with Outlook, but that not available to other users at the firm. A Category is a keyword or phrase that helps you easily find, sort, filter, or group Contacts. 

You can use them to define “personal lists” of Contacts and you can assign Categories to your Contacts. Contact Categories are created in Settings.

For example, suppose you want to invite a subset of your Contacts to your annual golf event. You can create a Category called Golf Event Attendee, and then apply that Category to the appropriate Contacts.

Categories that a Contact belongs to can be seen on the Contact Detail page. For example, the following Contact Detail page pictured below shows a Contact in the InterAction+™ Client Personnel and Client Categories that a user created.

This article covers the following:

To Add a Contact to a Category:

  1. Navigate to the Contact(s) you want to add to a Category by doing one of the following:
    1. Click on the Contacts Tab.
    2. Click on the Contact Types Tab and drill down to the Contacts that you want to add to a Category.
    3. Click on the Lists Tab and drill down to the Contacts that you want to add to a Category.
  2. To select the Contact(s) to be added to the Category, mark the check box(es) at the beginning of the line for the Contact(s). To select all Contacts on a list, click the check box in the header row.
  3. Click the Actions button.
  4. Select Add to Category from the list.
  5. Select the Category to which you want to add the Contact.
  6. Click ADD TO CATEGORY.

OR

  1. Navigate to the Contact(s) you want to add to a Category by doing one of the following:
    1. Click on the Contacts tab.
    2. Click on the Contact Types and drill down to the Contacts that you want to add to a Category.
    3. Click on the Lists Tab and drill down to the Contacts that you want to add to a Category.
  2. Click the pencil icon next to the Contact's name on their Contact details page.
  3. Select Manage Contact from the menu.
  4. Scroll to the card named Add to Category.
  5. Select the Category.
  6. Click SAVE at the bottom of the Manage Contact screen.

To Remove a Contact from a Category:

  1. Navigate to the Contact(s) you want to delete from a Category by doing one of the following:
    1. Click on the Contacts tab.
    2. Click on the Contact Types tab and drill down to the Contacts that you want to add to a Category
    3. Click on the Lists Tab and drill down to the Contacts that you want to add to a Category
  2. Select the Contacts to be removed from a category by selecting check boxes next to those Contacts. All Contacts can be selected by clicking the check box at the top of the list in the header row.
  3. Click the Actions button.
  4. Click Remove from Category. A confirmation window will be displayed
  5. Click YES in the confirmation window to remove selected Contacts from the category or click NO to cancel the action.

To Filter a Contact by Category:

  1. Click on the Contacts Tab.
  2. Click on the ALL CONTACTS list.
  3. Select the Category from the list.
  4. The list will be reloaded, to display only Contacts matching the category selected. The label ALL CONTACTS will be changed to the name of the category selected.

The label All Contacts removes any filter. The label Uncategorized Contacts will list only those Contacts on the list that do not belong to any category.