(FAQ) Creating, using, and managing categories in WorldClient Print

MDaemon version 16.5 now includes support to tag email, contacts, tasks, and notes in the LookOut and WorldClient themes under specific categories.  There are 27 default categories can be enabled, edited, and/or removed.  Custom categories can be created as well.  Once users have configured WorldClient to show categories, users will be able to perform searches and sort items based on categories.

Display Categories in WorldClient

To view Categories in the WorldClient and/or LookOut themes:

1. Log into the WorldClient account
2. Select Options (gear icon)
3. Select Columns
   
   
4. Check the Categories check box in all applicable sections;
   
   
   

Creating Categories

If the user has permission to create categories, the user can create a category and assign a color to it by performing the following steps:

1. Log into the WorldClient account
2. Select Options (gear icon)
3. Select Categories
   
   
   
4. Enter a category name in the New Category Name: field
   
   
   
5. (Optional) Choose a color for the custom category
   
   
   
6. Click Add New Category
7. Click Save
   
   

Reordering Categories

To reorder the available list of categories:

1. Log into the WorldClient account
2. Select Options (gear icon)
3. Select Categories
   
   
   
4. Drag and drop categories as desired
   
5. Click Save when finished
   
   

Categorizing Items in WorldClient
There are multiple ways to label an item in WorldClient.  The example below demonstrates how to mark a message in the LookOut theme. 

1. Log into the WorldClient account using the LookOut theme.
2. Right click on the message to mark to bring up the message options menu.
   
   
   
3. Click Categories to bring up the available categories.
   
   
   
4. Choose the desired Category
   
   
   
5. Opening the message will display the chosen Category.
   
   
   

Another option would be to:

1. Open the message in WorldClient
2. Choose the New Item Menu button
3. Select Set Categories
   
   
   
4. Choose the desired category/categories
   
   
   
5. Click Save and Close
   
   

Setting Domain/User level permissions for categories

Domain categories are enabled globally by default.  To disable them:

1. Navigate to the \MDaemon\WorldClient\ directory
2. Open Domains.ini in notepad
3. Find the [Default:Settings] section
4. Change the value of DomainCategoriesEnabled to No
5. Save and close the Domains.ini file
6. Restart WorldClient

The ability for users to create custom categories is enabled by default.  To disable the ability for all users to create categories, but still use the domain default categories:

1. Navigate to the \MDaemon\WorldClient\ directory
2. Open Domains.ini in notepad
3. Find the [Default:UserDefaults] section
4. Change the value of CanEditPersonalCategories to No
5. Save and close the Domains.ini file
6. Restart WorldClient

Users are able to add and edit their own categories by default.  To disable a single user's ability to create categories, but still use the domain default categories:

1. Navigate to the \MDaemon\User\(domain)\(account)\WC\ directory
2. Open the User.ini file in notepad
3. Navigate to the [User] section
4. Change CanEditPersonalCategories to No
5. Save and close the User.ini file.