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Sorting Contacts with Categories

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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Sorting Contacts with Categories

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  1. Sorting Contacts with Categories Lunch and Learn

  2. Workshop Outline • Assigning a Category • Sorting Contacts by Category • Creating a Category

  3. Assigning a Category

  4. 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.

  5. Assigning a Category • Open a contact for which you would like to assign a category.

  6. Assigning a Category • Locate the Categories button at the bottom of the Contact window. • Click the Categories button once.

  7. 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.

  8. Assigning a Category • Note that the item you chose now appears in the Category input box.

  9. Assigning a Category • Click the Save and Close button to continue.

  10. Sorting Contacts by Category

  11. Sorting Contacts by Category • Click the drop-down arrow in the Current View option box. • Select By Category from the list.

  12. 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.

  13. Creating a Category

  14. 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.

  15. Creating a Category • Locate the Categories button at the bottom of the Contact window. • Click the Categories button once.

  16. 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.

  17. 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.

  18. Creating a Category • Use the category for any contacts from this point forward, simply by checking the item’s box.

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