coreFORCE - Contacts: Managing Contact Categories

Contact Categories represent a valuable tool that can effectively manage your expanding roster of new customers. Examples of such categories include "Frequent Customers" and "In-store Regulars," or any other designations you find suitable.

1. Click on Setup > Contact Categories
   

2. Click on ADD
   

3. Category Code

Category Code will be strictly tied to the backend

4. Click on Description

This description will be used to identify your contact category on a contact record

5. Add this category to new contacts

This toggle will automatically flag any new signups after the toggle is set.

How would this be useful? A use case would be if you would like to track how effective an email campaign is and toggle the field as soon as the email goes out to see approximately how many new contacts are being added as a result of the email campaign.

6. Internal Use Only

Internal Use only will make this record visible to admins only and won't be visible by the customer on their account details

7. Inactive

Inactive will mark this contact group as being unable to be further added to contacts and also will disable the "add this category to new contacts" functionality

8. Contacts in Category

This text field is a simple readout of how many user contacts are actually put into this contact category

9. Remove ALL contacts from this category. This CANNOT be undone.

This toggle will remove all currently assigned contacts from the contact category an will zero out the fields.

Updated on: 09/19/2024