Microsoft Outlook 2007
Assigning Contacts to Categories
Contacts provide a means for you to store information (name, address, phone, email, etc.) on individuals that you regularly communicate with. By assigning your Contacts to Categories, you can organize related individuals into groups.
Assigning Contacts to Existing Categories
Outlook allows you to easily assign Contacts, whether new or old, to existing Categories.
Assigning Contacts to Existing Categories: Contact View Option
-
From the Go menu, select Contacts
OR
In the Navigation pane, click CONTACTS
-
In the list of Contacts that appears, double click the desired Contact
The (Contact Name)-Contact dialog box appears.
-
From the Contact command tab, in the Options group, click CATEGORIZE
» select the desired Category -
Click SAVE AND CLOSE
The Category is assigned and the (Contact Name)-Contact dialog box closes.
Assigning Contacts to Existing Categories: Mouse Option
-
From the Go menu, select Contacts
OR
In the Navigation pane, click CONTACTS -
Right click the desired Contact » select Categorize » select the desired category
The Category is assigned to the selected Contact.
Assigning Contacts to New Categories
If you want to assign a Contact to a Category that doesn't exist, Outlook allows you to create a new Category directly from the Contact dialog box.
Assigning Contacts to New Categories: Contact View Option
-
From the Go menu, select Contacts
OR
In the Navigation pane, click CONTACTS -
In the list of Contacts that appears, double click the desired Contact
The (Contact Name)-Contact dialog box appears. -
From the Contact tab, in the Options group, click CATEGORIZE
» select All Categories...
The Color Categories dialog box appears.
-
Click NEW...
The Add New Category dialog box appears.
-
In the Name text box, type a name for the new Category
-
From the Color pull-down list, select a color for the the Category
-
Click OK
The new Category is created. -
From the Available categories scroll box, select the newly created Category
NOTE: The option is selected if a check mark appears. -
Click OK
The Category is applied. -
Click SAVE AND CLOSE
The (Contact Name)-Contact dialog box closes.
Assigning Contacts to New Categories: Mouse Option
-
From the Go menu, select Contacts
OR
In the Navigation pane, click CONTACTS -
Right click the desired Contact » select Categorize » All Categories...
The Color Categories dialog box appears.
-
Click NEW...
The Add New Category dialog box appears.
-
In the Name text box, type a name for the new Category
-
From the Color pull-down list, select a color for the Category
-
Click OK
The new Category is created. -
From the Available categories scroll box, select the newly created Category
NOTE: The option is selected if a check mark appears. -
Click OK
The Contact is assigned to the newly created Category.
