Categories vs Journal Entry Type vs Appt. Labels vs Form Fields

[slugdugg]

We are starting a small office and getting ready to track contacts,
events, etc in outlook. I have limited experience with Outlook and am
just starting to figure out how to put it all together. My question is
;

Outlook provides multiple mechanisms for storing categorical info, and
i wanted to get some advice as to pros and cons for using each. For
instance, its easy enough to create new categories and apply them to
new contacts, events etc, but i dont quite understand ramifications
down the road for doing this vs using other Outlook methods. More
specifically as an example... Is it better in an appointment entry to
use the color-coded label "Phone Call" or the category "Phone calls" to
categorize an event? What are the ramifications or later issues with
reporting, grouping, sorting, etc? I know some of you have discovered
the hard way as to the positives and negatives of using certain
systems... just thought i might get a jump on it if possible.

Thx in advance for any help for a noob.

 

[Jocelyn Fiorello [MVP - Outlook]]

Categories are very versatile -- you can't sort by them but you can group by
them and filter on them. The color-coded labels are a nice visual but that's
about it. As for the other options, a lot of them are just a matter of
personal preference -- you may have to play around with them to see what
works best for your organization.

--
Jocelyn Fiorello
MVP - Outlook

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