Categories in Contacts - How to add new categories

S

Shrikant

I am having Outlook 2007. When I was using the earlier version, It was simple
procedure to add categories. Now I am only getting the 'color codes' as
categories. I want to add categories like PERSONAL, MEDIA, NGO etc to my
contacts. How to do this ?
 
R

Roady [MVP]

Same way; press the Categorize button. You can add new categories by
choosing All Categories at the bottom of the list and then the button New...
in the dialog that opens.
 
S

Shrikant

Where is the Category button ? It is nowhere in sight iin the full screen
form which appears when I double click on any name in the Contact List.
However, in the contact list, the Category Column is there. The names of
categories also appear. All these contacts were from the older version of
OUtlook.
 
S

Shrikant

I got it. Thanks Ben.
In the full screen form of the Contact, yes, I could locate the white ribbon
on top of the form. However, there wasn't any label (called 'category' or
anything else) to this ribbon. How was I supposed to know it then ?
Secondly, in the top tool bar, there is an icon of four square color
labelles as 'Categorize'. When I clicked on it, I only had color coding
options. There wasn't any option of 'Add a new category' on the first panel.
Thirdly, as I have migrated from old Oulook with a list of Contacts, I had
all the Categories also migrated to new Outlook. However, when I clicked on
this category, there was the usual message in bracket 'Not in Master
Category'. However, there was NO OPTION of 'Add to Master Category'
available. I learned to add after a little bit of playing with the buttons
and options.
I must say that the new outlook may be rich in features, but poor in user
friendliness.

Thanks for your guidance.

Shrikant
--
Shrikant


Ben M. Schorr - MVP (OneNote) said:
Categorize is on the Ribbon when you have the Contact inspector open.

--
-Ben-
Ben M. Schorr, MVP
Roland Schorr & Tower
http://www.rolandschorr.com
http://www.officeforlawyers.com
Author - The Lawyer's Guide to Microsoft Outlook 2007:
http://tinyurl.com/5m3f5q



Where is the Category button ? It is nowhere in sight iin the full screen
form which appears when I double click on any name in the Contact List.
However, in the contact list, the Category Column is there. The names of
categories also appear. All these contacts were from the older version of
OUtlook.
--
Shrikant


:

Same way; press the Categorize button. You can add new categories by
choosing All Categories at the bottom of the list and then the button New...
in the dialog that opens.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003
http://www.howto-outlook.com/
Outlook FAQ, HowTo, Downloads, Add-Ins and more

http://www.msoutlook.info/
Real World Questions, Real World Answers
I am having Outlook 2007. When I was using the earlier version, It was
simple
procedure to add categories. Now I am only getting the 'color codes' as
categories. I want to add categories like PERSONAL, MEDIA, NGO etc to my
contacts. How to do this ?
 
B

Ben M. Schorr - MVP (OneNote)

I'm not sure what "white ribbon" you're talking about in the first part
of your response. In the second part the "Categorize" button opens a
gallery of existing categories, the last of which is "All Categories".
Clicking on that opens the Color Categories dialog box where you can add
(or delete) new categories.

--
-Ben-
Ben M. Schorr, MVP
Roland Schorr & Tower
http://www.rolandschorr.com
http://www.officeforlawyers.com
Author - The Lawyer's Guide to Microsoft Outlook 2007:
http://tinyurl.com/5m3f5q
 
S

Shrikant

I stand corrected. The White Ribbon is actually the Category Box appearing on
top of the Contact Full Screen Form. As I have selected 'None' color for the
category, it appeared in White color. As I had only one category for the
Contact, the White box extended full width of the screen from Left to Right.
After your message I added some dummy categories to the contact. Then I found
out that the width of the box shrinks with each addition of a new category to
accommodate the additional category. The word Ribbon I picked up from your
earlier reply. What I meant was Box.
Can I improve on my terminology further ? Can you correct / improve upon it
if it is wrong / inappropriate ?

--
Shrikant


Ben M. Schorr - MVP (OneNote) said:
I'm not sure what "white ribbon" you're talking about in the first part
of your response. In the second part the "Categorize" button opens a
gallery of existing categories, the last of which is "All Categories".
Clicking on that opens the Color Categories dialog box where you can add
(or delete) new categories.

--
-Ben-
Ben M. Schorr, MVP
Roland Schorr & Tower
http://www.rolandschorr.com
http://www.officeforlawyers.com
Author - The Lawyer's Guide to Microsoft Outlook 2007:
http://tinyurl.com/5m3f5q



I got it. Thanks Ben.
In the full screen form of the Contact, yes, I could locate the white ribbon
on top of the form. However, there wasn't any label (called 'category' or
anything else) to this ribbon. How was I supposed to know it then ?
Secondly, in the top tool bar, there is an icon of four square color
labelles as 'Categorize'. When I clicked on it, I only had color coding
options. There wasn't any option of 'Add a new category' on the first panel.
Thirdly, as I have migrated from old Oulook with a list of Contacts, I had
all the Categories also migrated to new Outlook. However, when I clicked on
this category, there was the usual message in bracket 'Not in Master
Category'. However, there was NO OPTION of 'Add to Master Category'
available. I learned to add after a little bit of playing with the buttons
and options.
I must say that the new outlook may be rich in features, but poor in user
friendliness.

Thanks for your guidance.

Shrikant
--
Shrikant


:

Categorize is on the Ribbon when you have the Contact inspector open.

--
-Ben-
Ben M. Schorr, MVP
Roland Schorr & Tower
http://www.rolandschorr.com
http://www.officeforlawyers.com
Author - The Lawyer's Guide to Microsoft Outlook 2007:
http://tinyurl.com/5m3f5q
Where is the Category button ? It is nowhere in sight iin the full screen
form which appears when I double click on any name in the Contact List.
However, in the contact list, the Category Column is there. The names of
categories also appear. All these contacts were from the older version of
OUtlook.
--
Shrikant


:
Same way; press the Categorize button. You can add new categories by
choosing All Categories at the bottom of the list and then the button New...
in the dialog that opens.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003
http://www.howto-outlook.com/
Outlook FAQ, HowTo, Downloads, Add-Ins and more

http://www.msoutlook.info/
Real World Questions, Real World Answers
I am having Outlook 2007. When I was using the earlier version, It was
simple
procedure to add categories. Now I am only getting the 'color codes' as
categories. I want to add categories like PERSONAL, MEDIA, NGO etc to my
contacts. How to do this ?
 

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