Categories

Filing your items Basic

Each item has at most one category, chosen in the editor. The same category can contain SmartTexts and SmartMails.

A category's icon Advanced

An icon (an emoji) identifies the category everywhere: RightClick submenus, SelAction, the category column, list badges, previews. Without an icon, 📁 stands in.

The ▾ button to the right of the field opens the picker: a selection of common icons, then all emojis by group, and a search (in English: money, mail, phone…). You can also paste an emoji, or use the system emoji keyboard (Windows+., or Ctrl+⌘+Space on Mac).

The Categories page Advanced

The Options' Categories tab shows one card per category: icon, name, number of SmartTexts and SmartMails, allowed sites. When you arrive, the first category is open in its detail panel on the right; click another card to open it.

The detail panel lets you:

• change the icon, name and sites, then Save (Undo changes goes back);
• see the category's items, and See all → in the list;
• create an item already filed in it: + New SmartText, + New SmartMail;
• Export, ⇲ Merge… or delete the category.

Renaming, deleting Advanced

• Renaming a category also renames all its items, in a single operation.
• Deleting a category deletes no items: you choose which category to move them to, or “No category”.

Both operations can be undone from the History tab.

Merging Advanced

⇲ Merge… moves the items of one or more categories into another, with a summary before confirming. The target category keeps its icon and sites; the others disappear.

Search and filters Advanced

Next to the search field, three filters, with their count: Empty (no items), With sites (limited to certain sites) and No icon.

The category order, the same everywhere Advanced

At the top right of the page, three orders:

The chosen order is used everywhere: the RightClick menu, SelAction, the category column, the search's category strip. “No category” always comes last.

To choose your own order, grab a card anywhere and drag it: the order switches to Custom.

Moving from the keyboard Expert

A focused card moves with Alt+↑ and Alt+↓. Drag and drop is suspended during a search, a filter, or in Organize mode.

Renaming to an existing name Expert

Renaming “After-sales” to “Support”, when “Support” exists, merges the two: the items of “After-sales” move to “Support”, which keeps its icon and sites.

Organising categories Expert

The ☑ Organize button puts a box on each card: tick several categories to give them the same icon or the same sites, merge them or delete them in one go.

Almost identical names, empty categories Expert

• When two categories differ only by capitals or accents (“Support” and “support”), a banner flags it at the top of the page. Merge them, or ignore the warning if it's intentional.
• A category whose last item has gone stays saved, with its icon and sites. It appears in no menu as long as it is empty. The Delete the N empty categories link removes them all, after a confirmation that names them.

Exporting a category Advanced

The detail panel's Export button downloads a file with only that category's items: handy for passing your support templates to a colleague, who will import them into their Modula.

A category's allowed sites Expert Pro

In the detail panel, the list of allowed sites limits the category to those sites: its SmartTexts and SmartMails appear only there, in all the tools. One site per line; empty, the category is offered everywhere.

See Site restrictions.