Contact Folders vs Categories vs Address Books...

V

vinnieb

I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like
separting my contacts into groups, such as Clients, Business Vendors,
Referral Sources, Third-Party Resources, etc. I often use sub-groups under
the main group heading. In Outlook, I am not sure when to group contacts
using Contact Folders or Categories. For that matter, what about using
Address Books or Distribution Lists? Any advice on how to use these
different features in organizing my contacts?
 
V

vinnieb

Russ - Wow! Great resource. Thanks.
I have been using Outlook for e-mail (that's partly why I am converting -
ACT! does not integrate well with it) and I have used DLs. It's worked well
for e-mail. What should I look out for?
Thanks again.

Russ Valentine said:
Avoid DL's at all costs. As for the rest, read over the information here:
http://www.slipstick.com/contacts/oloabcat.htm

--
Russ Valentine
[MVP-Outlook]
vinnieb said:
I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like
separting my contacts into groups, such as Clients, Business Vendors,
Referral Sources, Third-Party Resources, etc. I often use sub-groups
under
the main group heading. In Outlook, I am not sure when to group contacts
using Contact Folders or Categories. For that matter, what about using
Address Books or Distribution Lists? Any advice on how to use these
different features in organizing my contacts?
 
R

Russ Valentine [MVP-Outlook]

DL's are a poorly implemented afterthought in Outlook that are not robust
and easily become corrupt. Few of us use them. They are largely obviated by
other ways of grouping Contacts.
--
Russ Valentine
[MVP-Outlook]
vinnieb said:
Russ - Wow! Great resource. Thanks.
I have been using Outlook for e-mail (that's partly why I am converting -
ACT! does not integrate well with it) and I have used DLs. It's worked
well
for e-mail. What should I look out for?
Thanks again.

Russ Valentine said:
Avoid DL's at all costs. As for the rest, read over the information here:
http://www.slipstick.com/contacts/oloabcat.htm

--
Russ Valentine
[MVP-Outlook]
vinnieb said:
I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like
separting my contacts into groups, such as Clients, Business Vendors,
Referral Sources, Third-Party Resources, etc. I often use sub-groups
under
the main group heading. In Outlook, I am not sure when to group
contacts
using Contact Folders or Categories. For that matter, what about using
Address Books or Distribution Lists? Any advice on how to use these
different features in organizing my contacts?
 
V

vinnieb

Michael - Thanks. Another very useful resource (and the guy how wrote it is
a genius!). I'll dig through it.
Happy Thanksgiving.
 

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