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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.

return to topAssigning Contacts to Existing Categories

Assigning Contacts to Existing Categories: Contact View Option

  1. From the Go menu, select Contacts
    OR
    In the Navigation Pane, click CONTACTS

  2. In the list of Contacts that appears, double click the desired Contact

  3. In the lower part of the Contact screen, click CATEGORIES...
    The Categories dialog box appears.
    Categories dialog box

  4. From the Available categories scroll box, select one or more categories

  5. Click OK

  6. Click SAVE AND CLOSE

Assigning Contacts to Existing Categories: Mouse Option

  1. From the Go menu, select Contacts
    OR
    In the Navigation Pane, click CONTACTS

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

  3. From the Available categories scroll box, select one or more categories

  4. Click OK

return to topAssigning Contacts to New Categories

Assigning Contacts to New Categories: Contact View Option

  1. From the Go menu, select Contacts
    OR
    In the Navigation Pane, click CONTACTS

  2. In the list of Contacts that appears, double click the desired Contact

  3. In the lower part of the Contact screen, click CATEGORIES...
    The Categories dialog box appears.
    Categories dialog box

  4. Click MASTER CATEGORY LIST...
    The Master Category List dialog box appears.

  5. In the New category text box, type a name for the new category

  6. Click ADD

  7. Click OK

  8. From the Available categories scroll box, select the newly created category

  9. Click OK

  10. Click SAVE AND CLOSE

Assigning Contacts to New Categories: Mouse Option

  1. From the Go menu, select Contacts
    OR
    In the Navigation Pane, click CONTACTS

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

  3. Click MASTER CATEGORY LIST...
    The Master Category List dialog box appears.

  4. In the New category text box, type a name for the new category

  5. Click ADD

  6. Click OK

  7. From the Available categories scroll box, select the newly created category

  8. Click OK

return to topAssigning 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:

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