Create Mailshot Category Codes

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This allows you to add to the options available in the Mailshot Category drop down menu in Contact Details.

1. Select Gx CRM from the toolbar.

2. Hold the cursor over Options on the menu.

3. Hold the cursor over Options on the second menu.

4. Select Mailshot Category from the third menu.

5. Assign a code for this mailshot Category. This must be a two digit numeric code.

6. Type in the full mailshot category Description.

7. Type in an Abbreviation for the mailshot category name.

8. You can now assign a mailshot category to your customers and prospects.

Click here to view the Create Mailshot Category Codes screen.