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2014

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Copyright

Copyright 2014 by Alex ReyesCover design by Alex Reyes

This work is licensed under the Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License. To view a copy of

this license, visit http://creativecommons.org/licenses/by-nc-nd/3.0/. Every effort has been

made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in

this book is provided without warranty, either expressed or implied. Neither the author, nor any distributors will be held liable for

any damages caused or alleged to be caused directly or indirectly by this book.The author has endeavored to provide trademark

information about all the companies and products mentioned in this book by the appropriate use of capitals. However, the author

cannot guarantee the accuracy of this information.

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LESSON 1

Create Category

Categories are a good way to help organize email. There are

several generic categories created for you. We will learn how

to create our own categories.

Right click on an email message to display a contextual menu.

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Hover over the categorize menu choice. Several predefined

categories will display to the right. Click on the Manage

categories choice.

A pop up menu will open to display the current categories.

Click the Add new category button.

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A dialogue box will open with a space to enter the category

name.

Type a descriptive name for the category. New categories are

automatically assigned a white color. This color can be

changed. Click on the color palette disclosure triangle.

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A color palette of 25 color options will display. Click once on a

color.

The color will be assigned to the category. Click ok to save the

category.

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The category will be listed with the other categories. Click ok

to save and finish.

To assign the category, right click on a message, go to

categorize and select a category from the list. The category will

be selected and the menu will close.

We are currently doing this manually but it can also be done

automatically with mail rules.

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The email will display a colored bar. This colored bar

represents the category we assigned.

Right click on the message and go to the categorize option in

the contextual menu. The category I assigned to this message

displays a check mark.

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The category is also displayed within the body of the message.

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LESSON 2

Multiple Categories

An email can be assigned multiple categories. In this example

I currently have this message assigned to one category.

Right click on the message, go to the categorize choice and

select another category.

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The message will now display two color bars representing the

two assigned categories.

The two categories assigned will also appear within the body

of the message.

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LESSON 3

Remove Category

This message has been assigned two categories.

To remove a category from a message, right click the message

and click on the category you want to remove.

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The message is now assigned to only one category.

The category change is also displayed in the body of the

message.

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