View New Category in Address Book & Calendar Book Views

M

Mac-O-Phile

I am on my second iBook (just got it) and my second tour with Entourage
(V. 11.1.0). This problem has baffled me since my FIRST go-round.

Scenario: I create a new category--say "Tech Support"--to go with the
existing categories such as "Work" and "Family." I create a new Contact
and assign it to that new category I created.

Now for the problem: How do I view that new category in Address Book
Views, Calendar Views, E-Mail Views, etc.? This drives me crazy. Please
help!

P.S. I can see the new Contact and color-coded Category I created in
the "Changed in the Past 7 Days" in Address Book View, but I don't see
the new category represented in the left-hand column titled "Address
Book Views."

Thanks in advance!
 
P

Paul Berkowitz

I am on my second iBook (just got it) and my second tour with Entourage
(V. 11.1.0). This problem has baffled me since my FIRST go-round.

Scenario: I create a new category--say "Tech Support"--to go with the
existing categories such as "Work" and "Family." I create a new Contact
and assign it to that new category I created.

Now for the problem: How do I view that new category in Address Book
Views, Calendar Views, E-Mail Views, etc.? This drives me crazy. Please
help!

P.S. I can see the new Contact and color-coded Category I created in
the "Changed in the Past 7 Days" in Address Book View, but I don't see
the new category represented in the left-hand column titled "Address
Book Views."

I don't quite follow. Why should the new category be "represented" in the
Address Book (or other) Views if you haven't created a custom view for it
yet? Aha, you must be misled by the fact that there are a few built-in views
available into thinking that Entourage can read your mind. Custom views can
have zillions more criteria possible than just category filtering, so
there's no way this can happen all by itself. You have to make it happen.
Typing "custom views" in the search box of the Help would have led you to
"About custom views" and "create a custom view" topics which explain the
process. You didn't think of asking the Help?

Go to File/New/Custom View. If you happen to be in the Address Book area
when you do this, the "Item Types" will be pre-set to Contacts only.

Decide now if you want separate views for contacts, events, tasks, etc. with
the "Tech Support" category, or a single mixed view with ALL item types that
have "Tech Support" category. (You can make all these custom views, if you
wish.) Anyway, check the Item Type(s) you want. Give the view a name - e.g.
"Tech Support".

Under Criteria, change the popups so they read


<Category> <Is> <Tech Support>

and that's all there is to it. Since you are choosing just one criterion,
you don't even have to worry about <If ANY criteria are met> vs. <If ALL
criteria are met> . When you have more than one criterion, you have to be
careful about that Match filter. Take a look through the other criteria
that are available (they differ a lot depending on Item Type).

Click OK. If you made the view for just a single Item Type - like Contacts -
you'll now find the new "Tech Support" custom view in the appropriate area
pane - like Address Book Views. If you chose multiple Item Types, you'll
find the view in the Project Center area, under Custom Views.

That's it. You can go to it any time and it will show you the current items
of "Tech Support" category. It will include items which have more than
category, even if "Tech Support" is not the primary category displaying the
color.

--
Paul Berkowitz
MVP MacOffice
Entourage FAQ Page: <http://www.entourage.mvps.org/faq/index.html>
AppleScripts for Entourage: <http://macscripter.net/scriptbuilders/>

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PLEASE always state which version of Microsoft Office you are using -
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