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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.

return to topAssigning 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

  1. From the Go menu, select Contacts
    OR
    In the Navigation pane, click CONTACTSContacts button

  2. In the list of Contacts that appears, double click the desired Contact
    The (Contact Name)-Contact dialog box appears.
    Contacts dialog box

  3. From the Contact command tab, in the Options group, click CATEGORIZECategorize button» select the desired Category

  4. Click SAVE AND CLOSESave & Close button
    The Category is assigned and the (Contact Name)-Contact dialog box closes.

Assigning Contacts to Existing Categories: Mouse Option

  1. From the Go menu, select Contacts
    OR
    In the Navigation pane, click CONTACTSContacts button

  2. Right click the desired Contact » select Categorize » select the desired category
    The Category is assigned to the selected Contact.

return to topAssigning 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

  1. From the Go menu, select Contacts
    OR
    In the Navigation pane, click CONTACTSContacts button

  2. In the list of Contacts that appears, double click the desired Contact
    The (Contact Name)-Contact dialog box appears.

  3. From the Contact tab, in the Options group, click CATEGORIZECategorize button» select All Categories...
    The Color Categories dialog box appears.

  4. Click NEW...
    The Add New Category dialog box appears.
    Add New Category dialog box

  5. In the Name text box, type a name for the new Category

  6. From the Color pull-down list, select a color for the the Category

  7. Click OK
    The new Category is created.

  8. From the Available categories scroll box, select the newly created Category
    NOTE: The option is selected if a check mark appears.

  9. Click OK
    The Category is applied.

  10. Click SAVE AND CLOSESave & Close button
    The (Contact Name)-Contact dialog box closes.

Assigning Contacts to New Categories: Mouse Option

  1. From the Go menu, select Contacts
    OR
    In the Navigation pane, click CONTACTSContacts button

  2. Right click the desired Contact » select Categorize » All Categories...
    The Color Categories dialog box appears.

  3. Click NEW...
    The Add New Category dialog box appears.
    Add New Category dialog box

  4. In the Name text box, type a name for the new Category

  5. From the Color pull-down list, select a color for the Category

  6. Click OK
    The new Category is created.

  7. From the Available categories scroll box, select the newly created Category
    NOTE: The option is selected if a check mark appears.

  8. Click OK
    The Contact is assigned to the newly created Category.

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