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Sorting Contacts with Categories. Lunch and Learn. Workshop Outline. Assigning a Category Sorting Contacts by Category Creating a Category. Assigning a Category. Assigning a Category. Switch to your Contacts in Outlook. See the default view: Address Cards .

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Presentation Transcript
workshop outline
Workshop Outline
  • Assigning a Category
  • Sorting Contacts by Category
  • Creating a Category
assigning a category1
Assigning a Category
  • Switch to your Contacts in Outlook.
  • See the default view: Address Cards.

Note: If you do not see the lower toolbar:

    • Access the View menu.
    • Select Toolbars.
    • Click Advanced.
assigning a category2
Assigning a Category
  • Open a contact for which you would like to assign a category.
assigning a category3
Assigning a Category
  • Locate the Categories button at the bottom of the Contact window.
  • Click the Categories button once.
assigning a category4
Assigning a Category
  • Note the new window that opens.
  • Find an appropriate category to use for this contact.
  • Check the box next to your desired category and click the OK button.
assigning a category5
Assigning a Category
  • Note that the item you chose now appears in the Category input box.
assigning a category6
Assigning a Category
  • Click the Save and Close button to continue.
sorting contacts by category1
Sorting Contacts by Category
  • Click the drop-down arrow in the Current View option box.
  • Select By Category from the list.
sorting contacts by category2
Sorting Contacts by Category
  • Note that the list of contacts changes to a categorized list.
  • Find the category you assigned to your contact and click the plus (+) to expand the list.
  • See the contact(s) associated with the category.
creating a category1
Creating a Category
  • Return to the Address Cards option in the Current Viewdrop-down list.
  • Open a contact for which you would like to assign a category.
creating a category2
Creating a Category
  • Locate the Categories button at the bottom of the Contact window.
  • Click the Categories button once.
creating a category3
Creating a Category
  • Note the new window that opens.
  • Type the name for a category you would like to create.
  • Click the Add to List button once.
  • Click the OK button.
creating a category4
Creating a Category
  • Note that the item you chose now appears in the Category input box.
  • Click the Save and Close button in your contact to finish.
creating a category5
Creating a Category
  • Use the category for any contacts from this point forward, simply by checking the item’s box.