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Contact Categories…set ‘em up and use ‘em!
March 22, 2009 at 06:56 PM | (0) Comments

Almost all contact programs allow you to select different categories, that you can define, for each contact profile. Most people don’t use this feature or even know that it exists but as an assistant, if you set different categories for your boss’ contacts, it will save you time and make you look like a star when planning an event or sending out those holiday cards.

You see, when your boss says to copy a letter to all of your clients, you can select the client category in his contacts to fliter out all of the clients. Then, let’s say that one client is on the fence lately so in that situation, you can ask your boss if the letter should go to that client as well. You’re on the ball and they know it.

We suggest that you have categories for family, friends, clients, vendors, employees, network, potential clients and any others that are specific to your boss. And note that you can assign multiple categories for each contact.

Also, having the contacts broken up this way allows you to “mail merge” them into mailing labels for easy holiday card mailings or company newletters… but we’ll cover “mail merge” in a future post. For now, set up categories in your boss’ contacts and use ‘em… trust us, it helps.

 

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