|
| 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
November 7th, 2005, 09:15 PM
|
|||
|
|||
How can contacts be used to sort with multiple categories?
I am trying to organize our extensive list of contacts to sort using various
categories. We are trying to use the contacts as a master list when searching for a particular service in a geographic location ie: A plumber in the Albany area. We would need it broken down by Vendor type, service, & geographic location (zip). Does anyone have experience with multiple categories in their contact list? Does anyone know Outlooks sorting mechanism criteria? Thanks for any suggestions or info! 
|
|
#2
November 9th, 2005, 05:03 AM
|
|||
|
|||
|
How can contacts be used to sort with multiple categories?
You can't sort by category at all, but you can group by category, and you can
have multiple levels of grouping. Go into Define Views and then click the Group By button to see your options. -- Jocelyn Fiorello MVP - Outlook *** Messages sent to my e-mail address will NOT be answered -- please reply only to the newsgroup to preserve the message thread. *** "Gillian" wrote: I am trying to organize our extensive list of contacts to sort using various categories. We are trying to use the contacts as a master list when searching for a particular service in a geographic location ie: A plumber in the Albany area. We would need it broken down by Vendor type, service, & geographic location (zip). Does anyone have experience with multiple categories in their contact list? Does anyone know Outlooks sorting mechanism criteria? Thanks for any suggestions or info!
|
|
#3
November 9th, 2005, 01:58 PM
|
|||
|
|||
|
How can contacts be used to sort with multiple categories?
Ok. Now I'm not sure how to set this up. I will select contacts for a
particular group. Do I put them in multiple groups? Will it sort multiple groups? ie: vendors, plumbers, etc. "Jocelyn Fiorello [MVP - Outlook]" wrote: You can't sort by category at all, but you can group by category, and you can have multiple levels of grouping. Go into Define Views and then click the Group By button to see your options. -- Jocelyn Fiorello MVP - Outlook *** Messages sent to my e-mail address will NOT be answered -- please reply only to the newsgroup to preserve the message thread. *** "Gillian" wrote: I am trying to organize our extensive list of contacts to sort using various categories. We are trying to use the contacts as a master list when searching for a particular service in a geographic location ie: A plumber in the Albany area. We would need it broken down by Vendor type, service, & geographic location (zip). Does anyone have experience with multiple categories in their contact list? Does anyone know Outlooks sorting mechanism criteria? Thanks for any suggestions or info!
|
|
#4
November 10th, 2005, 12:32 AM
|
|||
|
|||
|
How can contacts be used to sort with multiple categories?
Well, you could set up multiple custom views to be able to group by different
categories in a particular order. For example, one view might be called "By Vendor" and you could group by vendor type, then by zip code. You could also have a view called "By Zip Code" which groups first by zip code, then by vendor type. -- Jocelyn Fiorello MVP - Outlook *** Messages sent to my e-mail address will NOT be answered -- please reply only to the newsgroup to preserve the message thread. *** "Gillian" wrote: Ok. Now I'm not sure how to set this up. I will select contacts for a particular group. Do I put them in multiple groups? Will it sort multiple groups? ie: vendors, plumbers, etc. "Jocelyn Fiorello [MVP - Outlook]" wrote: You can't sort by category at all, but you can group by category, and you can have multiple levels of grouping. Go into Define Views and then click the Group By button to see your options. -- Jocelyn Fiorello MVP - Outlook *** Messages sent to my e-mail address will NOT be answered -- please reply only to the newsgroup to preserve the message thread. *** "Gillian" wrote: I am trying to organize our extensive list of contacts to sort using various categories. We are trying to use the contacts as a master list when searching for a particular service in a geographic location ie: A plumber in the Albany area. We would need it broken down by Vendor type, service, & geographic location (zip). Does anyone have experience with multiple categories in their contact list? Does anyone know Outlooks sorting mechanism criteria? Thanks for any suggestions or info!
|
|
#5
November 10th, 2005, 04:47 PM
|
|||
|
|||
|
How can contacts be used to sort with multiple categories?
Ok- getting very close now. In the Custom View Organizer, I added a view
specifiying the category, then the fields I wanted. However, it doesn't retain the fields I selected once I back out of contacts and go back to it. Can I make OL save my fields? (Otherwise this is too cumbersome.) "Jocelyn Fiorello [MVP - Outlook]" wrote: Well, you could set up multiple custom views to be able to group by different categories in a particular order. For example, one view might be called "By Vendor" and you could group by vendor type, then by zip code. You could also have a view called "By Zip Code" which groups first by zip code, then by vendor type. -- Jocelyn Fiorello MVP - Outlook *** Messages sent to my e-mail address will NOT be answered -- please reply only to the newsgroup to preserve the message thread. *** "Gillian" wrote: Ok. Now I'm not sure how to set this up. I will select contacts for a particular group. Do I put them in multiple groups? Will it sort multiple groups? ie: vendors, plumbers, etc. "Jocelyn Fiorello [MVP - Outlook]" wrote: You can't sort by category at all, but you can group by category, and you can have multiple levels of grouping. Go into Define Views and then click the Group By button to see your options. -- Jocelyn Fiorello MVP - Outlook *** Messages sent to my e-mail address will NOT be answered -- please reply only to the newsgroup to preserve the message thread. *** "Gillian" wrote: I am trying to organize our extensive list of contacts to sort using various categories. We are trying to use the contacts as a master list when searching for a particular service in a geographic location ie: A plumber in the Albany area. We would need it broken down by Vendor type, service, & geographic location (zip). Does anyone have experience with multiple categories in their contact list? Does anyone know Outlooks sorting mechanism criteria? Thanks for any suggestions or info!
|
|
#6
November 11th, 2005, 01:40 AM
|
|||
|
|||
|
How can contacts be used to sort with multiple categories?
That's odd, it should save all your view settings. Are you starting from
scratch with a new view or copying an older one? -- Jocelyn Fiorello MVP - Outlook *** Messages sent to my e-mail address will NOT be answered -- please reply only to the newsgroup to preserve the message thread. *** "Gillian" wrote: Ok- getting very close now. In the Custom View Organizer, I added a view specifiying the category, then the fields I wanted. However, it doesn't retain the fields I selected once I back out of contacts and go back to it. Can I make OL save my fields? (Otherwise this is too cumbersome.) "Jocelyn Fiorello [MVP - Outlook]" wrote: Well, you could set up multiple custom views to be able to group by different categories in a particular order. For example, one view might be called "By Vendor" and you could group by vendor type, then by zip code. You could also have a view called "By Zip Code" which groups first by zip code, then by vendor type. -- Jocelyn Fiorello MVP - Outlook *** Messages sent to my e-mail address will NOT be answered -- please reply only to the newsgroup to preserve the message thread. *** "Gillian" wrote: Ok. Now I'm not sure how to set this up. I will select contacts for a particular group. Do I put them in multiple groups? Will it sort multiple groups? ie: vendors, plumbers, etc. "Jocelyn Fiorello [MVP - Outlook]" wrote: You can't sort by category at all, but you can group by category, and you can have multiple levels of grouping. Go into Define Views and then click the Group By button to see your options. -- Jocelyn Fiorello MVP - Outlook *** Messages sent to my e-mail address will NOT be answered -- please reply only to the newsgroup to preserve the message thread. *** "Gillian" wrote: I am trying to organize our extensive list of contacts to sort using various categories. We are trying to use the contacts as a master list when searching for a particular service in a geographic location ie: A plumber in the Albany area. We would need it broken down by Vendor type, service, & geographic location (zip). Does anyone have experience with multiple categories in their contact list? Does anyone know Outlooks sorting mechanism criteria? Thanks for any suggestions or info!
|
| Thread Tools | |
| Display Modes | |
|
|
Similar Threads
|
||||
| Thread | Thread Starter | Forum | Replies | Last Post |
| 2 contacts folders | Larry Tackett | Contacts | 21 | October 21st, 2005 12:45 PM |
| Multiple Contacts files defaulting to incorrect file when using TO: | Bob | Contacts | 2 | June 23rd, 2005 05:51 PM |
| Import Categories from "Contacts in Personal Folder" to "Contacts" | Bev Reed | Contacts | 0 | February 22nd, 2005 06:13 PM |
| strange thing occuring with shared contacts. | macro12 | Contacts | 0 | February 3rd, 2005 03:51 PM |
| Assigning categories to multiple contacts | Keith Korb | Contacts | 1 | June 4th, 2004 04:51 PM |
Linear Mode
