http://forums.method.me/cs/forums/30.aspxAsk technical support questions, how do I?...or anything else you want to know from the Method Team.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/35631.aspxThu, 08 Mar 2018 15:30:06 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:35631Method_Ben0http://forums.method.me/cs/forums/thread/35631.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=30&PostID=35631<p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_16_start" style="overflow:hidden;"><span id="mce_17_start" style="overflow:hidden;"><span id="mce_18_start" style="overflow:hidden;"></span></span></span>Hi there Joel.</span></p> <p></p> <p><span id="mce_4_start" style="overflow:hidden;"></span>Either Tags or a Custom field would work fine for your purpose here. Although I would say tags would be a more robust<span id="mce_6_start" style="overflow:hidden;"></span> option considering y<span id="mce_1_start" style="overflow:hidden;"><span id="mce_2_start" style="overflow:hidden;"></span></span>ou are trying to cate<span id="mce_1_end" style="overflow:hidden;"><span id="mce_2_end" style="overflow:hidden;"><span id="mce_3_start" style="overflow:hidden;">gorize <span id="mce_5_start" style="overflow:hidden;">your contacts&nbsp;</span>by multiple metrics<span id="mce_7_start" style="overflow:hidden;">.<span id="mce_8_start" style="overflow:hidden;"></span></span></span></span></span></p> <p>T<span id="mce_19_start" style="overflow:hidden;"></span>his sounds like a great project to scope out with our Professional Services team - If you havent already had your free hour of consulting with us, I would recommend we set that up together.&nbsp;</p> <p></p> <p>Please feel free to email us at&nbsp;<strong>Success@method.me</strong> or jump on our Chat <span id="mce_12_start" style="overflow:hidden;">refer<span id="mce_13_start" style="overflow:hidden;">e</span>ncing this post<span id="mce_14_start" style="overflow:hidden;"> and we&#39;ll be happy to get that ball rolling.</span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><br /></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><br /></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;">Thanks Joel2077<span id="mce_15_start" style="overflow:hidden;"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">-Ben<span id="mce_16_end" style="overflow:hidden;"><span id="mce_17_end" style="overflow:hidden;"><span id="mce_18_end" style="overflow:hidden;"></span></span></span></span></span></span></p>http://forums.method.me/cs/forums/thread/35614.aspxWed, 21 Feb 2018 04:18:49 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:35614Joel20770http://forums.method.me/cs/forums/thread/35614.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=30&PostID=35614<p>Hi,</p> <p></p> <p>I&#39;m new to using Method and just getting things set up.&nbsp; I need to categorize my customers and leads like (retail, resellers, distributors) so I can send different emails and generate a report on them.&nbsp; I&#39;d also like to be able to categorize&nbsp;by industry and many other metrics.<span id="mce_0_start" style="overflow:hidden;"></span></p> <p>Looks Like tags would be an easy way to do this but I&#39;m wondering if there are limitations and if it would be better to use a custom field instead?</p> <p>Thanks,</p> <p>Joel.</p>