Adding Category Codes to Multiple Contacts

Via Project Lists

This function allows you to add a code or codes to all the contacts within a project or within a search from the Main Media Database. When category codes are added to the contacts within your project list these additions are also made in the main media database. This means that project lists, which are often a result of publicist adding specific contacts for a particular purpose, can become the templates for adding new category codes or for adding contacts to a specific categories.

To add category codes to multiple contacts via your projects (i.e. Review Lists, Promotional Tours), first select a project and open that window. Next click on the second tab (i.e. Reviewers, Contacts). After you have opened the reviewer’s field, you now have the option of adding category codes to all the contacts in the project or by using the selection button on your toolbar, selecting contacts and adding category codes to only those contacts selected.   After you have made your decision, right click on the reviewer’s tab. A pop-up window will appear that states: "add categories to multiple records." Type enter. The category code box will appear. Make your selections and close the box. A window will appear that ask you if you want to update your records. Select yes to add the category codes to all the records within your project list or no to do nothing.

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Via the Main Media Data

To add category codes to contacts within a search, first hit the search button on your toolbar.  Choose your search criteria and hit the search button. You now have the option of adding category codes to all the contacts or by using the selection button on your toolbar, selecting contacts and adding category codes to only those contacts selected. Right click on the yellow Main Media Data tab.  A pop-up window will appear that states: "add categories to multiple records." Type enter. The category code box will appear. Make your selections and close the box. A window will appear that ask you if you want to update your records. Select yes to add the category codes to all the records within your project list or no to do nothing.

 

For more information on how you can have this or any new feature as part of your Publicity Assistant 2000 system, contact us.