In MagManager, assigning Sections to your clients allows you to classify the type of business or organisation your clients belong to. It is also possible to set up Categories as sub-divisions of Sections. Setting up sections and categories make it possible to filter clients.
A default set of sections are in MagManager ready to use or edit as required.
Steps to assigning a section or category to a client
Step 1 - Open the client record > Select the Details tab.
Step 2 - Click the Section drop-down box and selct a Section depending on what type of business or organisation they are.
Sep 3 - If the selected Section has been sub-divided into Categories, you can also assign a main category and other categories to the client.
Step 4 - Click Update, to save the changes.
Steps to create and manage sections
You can rename existing sections to suit your requirements or create your own new sections.
Step 1 - Go to the main Settings page.
Step 2 - Under Publications & Bookings > Select Sections.
You will see a list of the default Sections available, and how many (if any) Categories belong to that section.
Step 3 - To add a new section - Click the green New Section button, or to edit an existing section click on the section name.
Step 4 - Enter or edit the Name field. Check the enabled box. You can select the text colour or the background colour for the section. (Section colours are visible on the flat plan).
Step 5 - You can remove a section by un-checking the Enabled box.
Step 6 - Click save to update any changes.
Steps to create and manage categories
In MagManager, categories are sub-divisions within the sections you have set up. You can choose more than one category for your clients. This means that you can list your client in more than one category in your index.
Step 1 - Go to the main Settings page.
Step 2 - Under Publications & Bookings > Select Sections.
Sep 3 - You will see a list of sections you have set up. The blue Categories button indicates how many categories are set up for that section, and by clicking this you can add, edit or remove these categories.
Step 4 - To add a new category - Click the green New Category button, or to edit an existing category click on the categoty name.
Step 5 - Enter or edit the Name field and description. Check the enabled box to make the category active or un-check it to remove the blue tick and disable the category.
Step 6 - Click Save to update any changes.
Step 7 - In this example of a client record, the Section “Charities” has been selected. Doing this brings up a choice of Categories, and you can choose both a Main Category and Other Categories.
Example of how categories appear in an index
To see how this could be used in an index, go to Reports and in the Indices section, click on “Advertisers Index Grouped by Category and Sub-category”. The client Neighbour Grove appears three times corresponding to each sub-category.
If you use AutoPublish to create your index rather than the Reports options - see How to create an advertisers index using AutoPublish for more details.
Note: If you plan to have multiple client's listed under more than one heading in your index then we would recommend you set up a single Section called 'All Categories' and add all the headings you plan to use as a category of the 'All Categories' section.
With this option the colour coding of sections would not be available to you, as all clients will all be listed under the one section.
Colour coding sections
Each Section can be assigned a colour, which can optionally be used in the flat-plan to let you quickly locate the bookings in that section.
Step 1 - Go to the main Settings page.
Step 2 - Under Publications & Bookings > Select Sections.
Step 3 - Click on the name of the section you want to assign a colour to open Mange Section.
Step 4 - Click on the box under "background colour" and use the colour-picker tool to select the colour you want. If you are using a dark colour, you can also change the text colour to white.
You can read more about How to use sections on the flat plan.
