Categorizing Contacts

[PMokover]

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

 

[Leonid S. Knyshov // SBS Expert]

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/outlook/FX100647191033.aspx

and from taking free video training from
http://office.microsoft.com/en-us/training/CR100654581033.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

 

[Russ Valentine]

A resource that is more focused germane to your question is here:
http://www.slipstick.com/contacts/oloabcat.htm