Keywords and classifications are used to help profile your contacts, which then allows you to run queries of your database. One of the most powerful features in Junxure is the ability to sort and group contacts through the use of Rules, (See Rules Builder for more information) which enable you to run reports, mass Mailings/Emails, add Global notes and other tasks. Classifications and Keywords are critical to running most rules.
In this topic, we will cover:
- Add Classifications or Keywords
- Add Colors and Priorities
- Additional Resources
Classifications: Broad, general descriptors for the contact type. Contacts should have at least one Classification, but not more than three or four. Examples include Client, Colleague, Employee, Family, Friend, Media, Prospect, and Vendor.
- The Classification of Alert may be added to any contact to indicate important information noted on the contact’s Important Info section located on the contact’s Personal Info Tab.
- The Classification of Email may be added to any contact to automatically capture email sent to or received from a contact.
- The Classification of Client must not be modified, as different reports in Junxure are based on this exact spelling.
Keywords: More detailed, descriptive words to further filter your contacts. Unlike Classifications, the number of keywords you should add to a contact is unlimited. Once the list becomes longer than your screen display, a scroll bar will appear in the right hand of the column, allowing you to scroll to the end of the list. Examples of keywords are services provided, Client Service Levels, Communications (Holidays Cards, Market Updates), Billing Frequency and professional Types (Attorney, CPA, Insurance Agents).
Tip: Develop a strategy and process for adding Keywords and Classifications to your database. This will ensure more accurate and uniform information for reporting later.
Add Classifications or Keywords
- Open a contact record and select the Profile Tab.
- Click on the Main sub-tab to view the contact’s Classifications, Keywords, Interests, and other classifying data. Click Edit Profile.
- The Edit Profile window appears. Under the Add Classification or Add Keyword columns, click the first blank row designated with an asterisk * to add a new classification or keyword. (Use the drop-down to edit any existing classifications or keywords.)
- Your classification or keyword is added.
Add Colors and Priorities
- Click the Add Classifications or Add Keywords header. The ability to add in classifications and keywords can be restricted using security settings in the program.
- If you have the ability to update the classification and keyword list you will see the Add Classifications and/or Add Keywords.
- A table appears listing all of your classifications or keywords. For this example, we are using Classifications.
- Classification: Lists your classifications. Click on the header field to sort your list of classifications (or keywords) alphabetically. This will make it easier to review your list.
- Include in Report: Check the box to include this classification in reports.
- Description: A description for your classification.
- Priority: This ranks your classification by priority. Classifications with a higher priority appear in the top right of the contact record.
Lower numbers have higher priority (1, 2, 3). If you leave the Priority blank, it is given a “999” priority that places it at the bottom of the list.
- Click to Change Color: Click on the empty space in the Click to Change Color column. This will launch the Color Palette. Select a color to apply to the classification.
- Click Close to return to the Edit Profile screen. Close the Edit Profile screen to save your changes.
By adding keywords through List Data Maintenance
, you can also assign colors that will adjust the Contact Header Bar. For example, Gold Clients' names will display with a yellow background, Silver Clients with a blue background, etc. See List Data Maintenance: Profile
for more information on this tool.
See the Profile Tool to assign keywords or classifications to multiple contacts at once.