Category and Label
How to use Categories and Labels?
Askemo contacts can have both, a ‘label’ and a ‘Category’. What are the similarities? And what are the differences? And how can I use both to make askemo as user-friendly as possible?
What is a 'Label'?
You can sort an askemo contact on the ‘Contacts’ tab by using Labels. This means that you can organize contacts and filter them quickly, for example with askemo’s ‘search’ functionality. Click on ‘edit’ to add a label to a contact.
As an example, you can add all contacts labeled ‘Netherlands’ or ‘External’ to a new project with a single touch. And that saves time!
You can see the label directly on the ‘Contacts’ tab. It is on the left, next to each contact.
What is a 'Category'?
You can also assign a contact with a category, but always for a specific project. This way you can add that one colleague as category ‘Internal’ to a project at a customer. And add that same colleague under the ‘London office’ category to the internal project that measures and improves employee engagement.
You add a category when you assign a contact to a project.
What are the similarities?
- Both organize your contacts, so that you get to the right information faster;
- Both are free text fields, to be used as you see fit;
- Both can be imported and edited using the XLS Importer.
What are the differences?
- Labels apply to a contact in general. Categories always for a particular project and contact combination;
- Labels are suitable for quick ordering. Categories are especially valuable in reports and analyzes;
- A contact can have multiple labels. Within a project, a contact always has one and only one category.