- Go to Edit > Categories
- Select the category and click on
- The following prompt will appear, click on ‘OK’
Delete a Category
Categories
View/Remove Category Members
- Go to Tools > Categories
- Select the category and click on
- The following screen will appear with a list of all members in the category
- To remove people from the category:
- Check off the ‘remove’ checkbox for each person to remove
- Click on
- Check off the ‘remove’ checkbox for each person to remove
Add People to a Category
- Go to Database > People
- Open the Profile of the Person to add to the Category. You can do this in two ways:
- Browse by last name and click on the person
- Search for the person and click on the person
- Click on the ‘Categories’ tab
- Click on the text ‘Click here to Modify Personal Categories’
- Check off the box next the the category name
- Click on
Create a New Category
Categories can be used to group people stored in the database. Categories can be called on by the mailing labels program and the bulk email sender.
How to Create a New Category
- Go to Edit > Categories
- If other categories exist, click on
- Click on
- Enter the name of the new catergory (the other fields are currently disabled in the system)
- Click on