Microsoft Contact Folders aren't as relevant as they once were, and the 'new' (2024) versions of Outlook will categorise contacts with 'Categories' rather than folders, although folders are still made available even if they're not part of the standard Outlook interface. Yabber will still require that a contact folder be applied from time-to-time, although they're no longer the primary means of segregating users.
Yabber is not a CRM, although various CRM-style functions are available via integration with the Microsoft suite of products - primarily Microsoft Planner. Microsoft Contact Folders may be used for sending SMS (and email) to segregated groups, although Categories are slowly becoming the primary means of filtering contacts.
This FAQ will detail the process of creating, editing, and synchronising Microsoft Contact Folders.
Leads Table: One example of where Contact Folders are used is the Formly module 
. When a form of any type is created you will be required to select a contact folder and contact categories. Categories are a more efficient filtering mechanism since a lead may be assigned to multiple categories but only one parent folder.
Locating the Microsoft Contact Folder Panel
Locate the Folder panel by navigating to CRM via the primary menu, then selecting the 'Contact Folders' icon. The primary creation (and edit) panel is returned.
Pictured: Locate the Folder panel by navigating to CRM via the primary menu, then selecting the 'Contact Folders' icon. The primary creation (and edit) panel is returned.
Creating and Editing Contact Folders
The primary entry panel is used to create Contact Folders or edit folders when selected via the Review Panel. To create a folder, you should first give the folder a name and description (the description is for your reference while the name is the Contact Folder name). Select your Microsoft account and Save. The folder is created immediately.
Pictured: To create a folder, you should first give the folder a name and description (the description is for your reference while the name is the Contact Folder name). Select your Microsoft account and Save. A parent folder may optionally be assigned.
A parent folder may optionally be assigned.
When editing a folder via the Review Panel, you will be redirected to the same panel with populated fields.
Synchronise Contact Folders
To synchronise Microsoft Contact Folder with Yabber, select the Synchronise, select your MS account, and submit. Yabber will make an attempt to regularly update yoru folders, but a manual refresh may occasionally be required.
Pictured: To synchronise Microsoft Contact Folder with Yabber, select the Synchronise, select your MS account, and submit. Yabber will make an attempt to regularly update your folders, but a manual refresh may occasionally be required.
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Microsoft FAQs
Microsoft Frequently Asked Questions.
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Email Marketing Module FAQs
FAQs related to the Email Marketing module.
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When a user unsubscribes from an email marketing campaign, we have the option to redirect them to a single default landing page, or a specific landing page that'll try and resubscribe the user back into the same or another list. We go to great lengths to attract a potential client, so we must provide a… [ Learn More ]
Email filtering is part of the Forms module. When creating a form you are presented with an option to define a large number of "What are you Interested in?" options. These options might include 'First Home Buyer', 'Refinancing', 'Renovating My Home', 'Investment Finance', and so on. A user may select any of these options when… [ Learn More ]
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As described in our FAQ detailing the Email Marketing Module, one of the benefits of using the Microsoft 365 integration is complete ownership of all your email with a single source of sending and management. All email sent from Yabber will optionally be added to your MS365 'Sent Items' folder. To include or exclude… [ Learn More ]
Whenever an email is created in Yabber that is associated with general email marketing or automated emails (admin, autoresponders etc.), an email signature is selected from a Library of signatures. This means that when a change to your signature is required, the change will be globally applied whenever that email signature is referenced. In some… [ Learn More ]
