controling what contacts Outlook populates my mobile with...

P

Perry

I'm not sure if this is the correct form, but half of my issues is Outlook
related.

I would like to control what contacts get sync'd to my mobile 6.1 when using
ActiveSync 4.5
I only want contacts with phone numbers transfered not contacts that only
have e-mail addresses.
Yes, I know I can e-mail from my phone but I have no desire to do so.

Is there anyway to do this within Outlook 2007?

Thanks to Microsoft's wisdom of not having Outlook Express work with
Activesync, I had to purchase Outlook 2007. For what I paid for this
software, it's going to do what I want it to do.
 
M

Michael Bauer [MVP - Outlook]

For the sync ActiveSync is responsible, not Outlook. As far as I know, you
can only sync the default contacts folder, and you cannot set ActiveSync to
filter contacts before syncing. So you'd have to move the contacts you don't
want to get to your device to another contacts folder.

--
Best regards
Michael Bauer - MVP Outlook

: Outlook Categories? Category Manager Is Your Tool
: VBOffice Reporter for Data Analysis & Reporting
: <http://www.vboffice.net/product.html?pub=6&lang=en>


Am Wed, 2 Sep 2009 20:25:01 -0700 schrieb Perry:
 
B

Brian Tillman [MVP - Outlook]

I'm not sure if this is the correct form, but half of my issues is Outlook
related.

I would like to control what contacts get sync'd to my mobile 6.1 when using
ActiveSync 4.5
I only want contacts with phone numbers transfered not contacts that only
have e-mail addresses.
Yes, I know I can e-mail from my phone but I have no desire to do so.

Is there anyway to do this within Outlook 2007?

ActiveSync has only a few ways to filter what it will sync. It will work only
with the default Contacts folder. You can choose to sync all contacts, only
specific contacts, or only specific categories of contacts. If you want to
sync only those contacts that have phone numbers, then create a category
named, for example, "HasNumber" and assign it to those contacts that have
phone numbers. Adjust ActiveSync to include only that category.
Alternatively, simply select in ActiveSync's options only those contacts that
have phone numbers.
 
M

Michael Bauer [MVP - Outlook]

Looks like I should get a newer version of ActiveSync. In 4.5 I can't find a
filter for categories.

--
Best regards
Michael Bauer - MVP Outlook

: Outlook Categories? Category Manager Is Your Tool
: VBOffice Reporter for Data Analysis & Reporting
: <http://www.vboffice.net/product.html?pub=6&lang=en>


Am Thu, 3 Sep 2009 09:46:12 -0400 schrieb Brian Tillman [MVP - Outlook]:
 
B

Brian Tillman [MVP - Outlook]

Looks like I should get a newer version of ActiveSync. In 4.5 I can't find a
filter for categories.

I'm using V4.5. There is no newer version. Open ActiveSync, click Options.
Select Contacts, click Settings. Click the radio button above the lower pane.
Select the categories.
 
M

Michael Bauer [MVP - Outlook]

Weird, I can click the Settings button only for calendar, email, and
favorites. For contacts and tasks it's disabled. But it's not important for
me, I was just curious.

--
Best regards
Michael Bauer - MVP Outlook

: Outlook Categories? Category Manager Is Your Tool
: VBOffice Reporter for Data Analysis & Reporting
: <http://www.vboffice.net/product.html?pub=6&lang=en>


Am Fri, 4 Sep 2009 08:57:11 -0400 schrieb Brian Tillman [MVP - Outlook]:
 
B

browniebodrum

Brian - I'm sure you know a lot more than I do about OL, but I think you'll
find the ability to filter contacts by category is device-specific. With my
set-up, for example, (a Sprint HTC Mogul running WM6.1 and syncing with
Outlook 2007 running under Vista syncing via Windows Mobile Device Centre)
there is no way to filter Contacts by category. Before this set up, I was
using the same PDA with XP/Activesync/Outlook 2003 but the situation was the
same. The only way to control which contacts get synced with the phone from
Outlook is to decide which ones to put in the default Contacts folder -
that's it. I have had Sprint and HTC confirm that I can't filter contacts by
category with this device and it was a big disappointment - previous PDA's
were able to do this. Perhaps this is the case with Perry and Michael's
devices also, and why Michael is not seeing it as an option.
 
M

Michael Bauer [MVP - Outlook]

That's an interesting idea. On the other hand all of my categories get
synced, and on the phone, running WM 6, I can filter my contacts by
category.

--
Best regards
Michael Bauer - MVP Outlook

: Outlook Categories? Category Manager Is Your Tool
: VBOffice Reporter for Data Analysis & Reporting
: <http://www.vboffice.net/product.html?pub=6&lang=en>


Am Sun, 6 Sep 2009 13:08:01 -0700 schrieb browniebodrum:
 
B

browniebodrum

Hi Michael

I realise now that my post was ambiguous - apologies. What I meant to
convey is that with *some* devices, including mine, you can't filter Contacts
by category as part of the sync process, which is what Perry was hoping to do
and what Brian told him is possible. I was letting Brian know that, as I
understand it, whether you can filter Contacts by category in Activesync
depends on which PDA/phone device you have. Like you say, it is possible to
filter contacts which are already on the phone by category, but I think Perry
was asking a different question...

Perry and I are trying to limit the number (and which) contacts get synced
in the first place. I have over 2000 contacts in Outlook (which my previous
PDA handled perfectly, or I had the option to only sync certain categories)
but Sprint have told me I need to limit this to a maximum of 500 on the phone
for it not to crash, and because with this device there is no option to
filter by category as you sync, I have to filter them first in Outlook so
that up to 500 that I want synced with the phone are in the Outlook default
Contacts directory (and the remainder have to go in a subdirectory, otherwise
Activesync attempts to transfer them all).
 
M

Michael Bauer [MVP - Outlook]

Thanks, this time I understand who's asked what :) I don't think it
depends on the device, maybe it does on the version of Outlook?

--
Best regards
Michael Bauer - MVP Outlook

: Outlook Categories? Category Manager Is Your Tool
: VBOffice Reporter for Data Analysis & Reporting
: <http://www.vboffice.net/product.html?pub=6&lang=en>


Am Mon, 7 Sep 2009 06:49:01 -0700 schrieb browniebodrum:
Hi Michael

I realise now that my post was ambiguous - apologies. What I meant to
convey is that with *some* devices, including mine, you can't filter Contacts
by category as part of the sync process, which is what Perry was hoping to do
and what Brian told him is possible. I was letting Brian know that, as I
understand it, whether you can filter Contacts by category in Activesync
depends on which PDA/phone device you have. Like you say, it is possible to
filter contacts which are already on the phone by category, but I think Perry
was asking a different question...

Perry and I are trying to limit the number (and which) contacts get synced
in the first place. I have over 2000 contacts in Outlook (which my previous
PDA handled perfectly, or I had the option to only sync certain categories)
but Sprint have told me I need to limit this to a maximum of 500 on the phone
for it not to crash, and because with this device there is no option to
filter by category as you sync, I have to filter them first in Outlook so
that up to 500 that I want synced with the phone are in the Outlook default
Contacts directory (and the remainder have to go in a subdirectory, otherwise
Activesync attempts to transfer them all).
 
B

Brian Tillman [MVP - Outlook]

Brian - I'm sure you know a lot more than I do about OL, but I think you'll
find the ability to filter contacts by category is device-specific. With my
set-up, for example, (a Sprint HTC Mogul running WM6.1 and syncing with
Outlook 2007 running under Vista syncing via Windows Mobile Device Centre)
there is no way to filter Contacts by category.

I think it's more the fact that you're using WMDC and not ActriveSync that is
producing the discrepancy. This has nothing to do with the device, as far as
I can tell.
 

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