Microsoft Outlook 2003
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
- Assigning Contacts to New Categories
- Assigning New Contacts to Categories
Assigning Contacts to Existing Categories
Assigning Contacts to Existing Categories: Contact View Option
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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
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In the lower part of the Contact screen, click CATEGORIES...
The Categories dialog box appears.
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From the Available categories scroll box, select one or more categories
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Click OK
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Click SAVE AND CLOSE
Assigning Contacts to Existing Categories: Mouse Option
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From the Go menu, select Contacts
OR
In the Navigation Pane, click CONTACTS -
Right click the desired Contact » select Categories...
The Categories dialog box appears.
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From the Available categories scroll box, select one or more categories
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Click OK
Assigning Contacts to New Categories
Assigning Contacts to New Categories: Contact View Option
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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
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In the lower part of the Contact screen, click CATEGORIES...
The Categories dialog box appears.
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Click MASTER CATEGORY LIST...
The Master Category List dialog box appears. -
In the New category text box, type a name for the new category
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Click ADD
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Click OK
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From the Available categories scroll box, select the newly created category
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Click OK
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Click SAVE AND CLOSE
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 Categories...
The Categories dialog box appears.
-
Click MASTER CATEGORY LIST...
The Master Category List dialog box appears. -
In the New category text box, type a name for the new category
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Click ADD
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Click OK
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From the Available categories scroll box, select the newly created category
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Click OK
Assigning New Contacts to Categories
If you want to assign a new Contact to a Category, you must first have completed the steps for Adding Contacts. Then, follow one of the abovementioned options for assigning contacts to new or existing categories:
