Categories

Organization across the various areas of SmarterMail is very important. One way a person can organize things is by assigning them a category.

Similar to labels, Categories allow users to assign specific tags to various types of information within SmarterMail. For example, calendar appointments/events, contacts, tasks and notes.

Categories can be created for any number of things: business, personal, company/business-specific, or whatever you want. Then, categories can be applied to new or existing items you create across various areas of SmarterMail: emails, calendar appointments, tasks, contacts, or notes.

By default, and where supported, Categories will be listed along navigation pane of a given section. Categories are listed in alphabetical order, and they can be displayed or hidden by clicking the eye icon next to the category name. If the categories are NOT listed in the content pane, items in a particular area can be filtered by category. In these cases, only those items that include the particular category(-ies) selected will be displayed. For example, when filtering by a default "Blue category" in a monthly calendar, only calendar entries that have the "Blue category" will show for the month being viewed.

Syncing Categories

Categories can also be synchronized to clients, when such syncing is supported by the protocol used for that client. For example, the MAPI protocol that is used to sync SmarterMail to Outlook for Windows, can read and use the categories you create in addition to the default categories created by Outlook. That means your custom categories can be used within Outlook for Windows when adding contacts, notes, etc. That said, not every protocol has the ability to sync categories to its respective client.

Creating New Categories

Creating new categories is simple:

1. Locate and click the Mark button found in the Interaction Buttons section of the webmail interface

2. Click the Mark Button. A dropdown menu will appear showing a list of existing categories.
3. Click Manage Categories at the bottom of the dropdown. A modal box will appear showing the list of current categories.
4. To rename a category, simply click on its name in the list and edit as needed.
5. At the bottom of the modal, find the Add Category field. Click into the field and type the name of your new category. To the left of the field is a tag icon, click it to choose a color from the color palette for your category.
6. Click the Save button. Your new category will now appear in the list with the other categories.

Editing a Category

Editing a category is simple:

1. Click the Mark Button, this will open a dropdown menu.
2. Select Manage Categories from the dropdown, this opens the Manage Categories modal window.
3. In the Manage Categories modal, you can:
• Change a category's color.
• Rename a category.
• Delete a category by clicking the X next to the category name.
4. After making your desired changes, click the Save button.

Category Filters

While similar to sorting things like email messages, using Category Filters only displays items with the corresponding filters that have been selected. Whereas sorting arranges or displays all of the items based on the criteria selected, using Category Filters only displays items based on the categories that are selected. It's then possible to sort those items (where supported) using one of the sorting options available.

Exceptions

When using IMAP, category syncing will not work with Thunderbird. This is because Thunderbird uses a non-reversible encoding technique, so it cannot be supported.