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.
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:
- Click the menu icon in the lower left of the webmail interface.
- Select Manage Categories from the menu. A modal window will open.
- To add a new category, click the Add button.
- A new line will appear. Type in the Name you want to use for the category then select a color for that category from the dropdown.
- Click the Save button. Your new category will be displayed with the other categories listed.
Editing a Category
After a category is created, it can be edited as needed. Simply go back to Manage Categories to open the categories modal. From here, you can change a category's color, change its name, or delete it by clicking the X next to the category name.
While similar to sorting things like email messages, using Cateogry 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.
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.
Copyright © SmarterTools Inc. All rights reserved.