Assigning or “tagging” an email within a folder was just enhanced in eMail Manager so users can assign multiple categories tags to an email. This allows the User to refer to specific actions if emails can’t be answered immediately, assign responsibilities or further organize the email within the folder.
Creating Email Categories
Categories can be created by going to Maintenance>Categories. Click on Add New Category, type in the name and click on the Color Palette icon to select a color. Editing or deleting a category is a simple, one step process.
Assigning Multiple Categories
While viewing the list of emails within a folder, select one or more of the emails, scroll to the bottom of the page, select from Set Category To and click Change. Categories can also be assigned or “tagged” to specific emails by opening the email and choosing one or more categories from the drop down list. Click Update to assign.
Viewing and Filtering
Once you have selected a folder to view emails, you can further filter the list by selecting from the View, Since and/or Category drop down lists, then click on the Filter button. Once you change a filter, your user account will save the settings and will automatically default to that setting the next time you access the folder.