Community Knowledge Base

Categories

Organization across the various areas of your email account 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.

By default, and when 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.

Syncing Categories

Categories can also be synchronized to clients, when such syncing is supported by the protocol used for adding your account to 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. Click the menu icon in the lower left of the webmail interface.
  2. Select Manage Categories from the menu. A modal window will open.
  3. To add a new category, click the Add button.
  4. 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.
  5. 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.