If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. |
|
|
Thread Tools | Display Modes |
#1
|
|||
|
|||
Categorizing Contacts
I’m an Outlook newbie. I’m in the process of switching to Outlook and I need
some advice on how to best handle a couple of things on my Contacts list. I previously used two separate programs: one for email and another for name/address/phone. Each program had its own contact list. Despite the duplication I found that having two separate contact lists was useful because the way I categorize people for email is different from the way I categorize them for name/address/phone. Since Outlook 2007 has one master list of contacts I need some advice on how to best set things up so I can see my contacts organized by email categories when I’m doing email and by name/address categories when I’m looking for a phone number or address. I realize that it may not be possible to do exactly what I’m looking for but please point me in the right direction on how to best handle what I’m trying to accomplish. (And, sorry if I have used any incorrect terminology.) (Is it possible to put a contact list entry into two different categories?) Thanks. Peter |
#2
|
|||
|
|||
Categorizing Contacts
On 3/2/2010 7:09 AM, PMokover wrote:
I’m an Outlook newbie. I’m in the process of switching to Outlook and I need some advice on how to best handle a couple of things on my Contacts list. I previously used two separate programs: one for email and another for name/address/phone. Each program had its own contact list. Despite the duplication I found that having two separate contact lists was useful because the way I categorize people for email is different from the way I categorize them for name/address/phone. Since Outlook 2007 has one master list of contacts I need some advice on how to best set things up so I can see my contacts organized by email categories when I’m doing email and by name/address categories when I’m looking for a phone number or address. I realize that it may not be possible to do exactly what I’m looking for but please point me in the right direction on how to best handle what I’m trying to accomplish. (And, sorry if I have used any incorrect terminology.) (Is it possible to put a contact list entry into two different categories?) Thanks. Peter You can have lots of Contacts folders and lots of categories assigned to each contact. Since you are new to the product, I think you will benefit from reading this site: http://office.microsoft.com/en-us/ou...647191033.aspx and from taking free video training from http://office.microsoft.com/en-us/tr...654581033.aspx For now, you can simply import both contacts lists into separate contacts folders. You can also de-duplicate the lists and categorize them. The choice is yours to make. -- Leonid S. Knyshov Crashproof Solutions 510-282-1008 Twitter: @wiseleo http://crashproofsolutions.com Microsoft Small Business Specialist Please vote "helpful" if I helped you |
#3
|
|||
|
|||
Categorizing Contacts
A resource that is more focused germane to your question is he
http://www.slipstick.com/contacts/oloabcat.htm -- Russ Valentine "PMokover" wrote in message ... I’m an Outlook newbie. I’m in the process of switching to Outlook and I need some advice on how to best handle a couple of things on my Contacts list. I previously used two separate programs: one for email and another for name/address/phone. Each program had its own contact list. Despite the duplication I found that having two separate contact lists was useful because the way I categorize people for email is different from the way I categorize them for name/address/phone. Since Outlook 2007 has one master list of contacts I need some advice on how to best set things up so I can see my contacts organized by email categories when I’m doing email and by name/address categories when I’m looking for a phone number or address. I realize that it may not be possible to do exactly what I’m looking for but please point me in the right direction on how to best handle what I’m trying to accomplish. (And, sorry if I have used any incorrect terminology.) (Is it possible to put a contact list entry into two different categories?) Thanks. Peter |
Thread Tools | |
Display Modes | |
|
|