2003 outlook training - contacts
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2003 outlook training - Contacts

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Contacts

Lindsay has attended:
Outlook Consulting course

by - delegate Lindsay [1 post] (2007 Nov 26 Mon, 12:24) replyReply

Is there a way of seperating business and personal contacts in the contacts list so you can change the views to see one or the other?
Thanks
Lindsay

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Using Categories in Contacts

by - trainer Carlos gold contributer[360 posts] (2007 Nov 26 Mon, 15:22) replyReply

Hi Lindsay

The only way to sepearate Business and Personal contacts is to use Categories.

In the Contact

1. Click the Category button

The Category dialog box appears

2. Click "Personal"

3. Click OK

Do this for all the Personal contacts.

To give multiple contacts the same category select all the required contacts / right click one of the selection and click Categories. Do steps 2 and 3

Once all the contacts have been categorized

In the Contacts view you need to define new Views. To do this:

4. Open View menu / Select Arrange By / Current View / Define Views

In the Custom View Organizer

5. Click New

6. name the new view as "Personal" and select "Card" as type

In the Customize View: Personal box

7. Click Filter

8. In the Filter window Click More Choices

9. Select the Personal category and click Ok until you are back on the Custom View Organizer

10. Personal appears highlighted in the list of views

11. Click Apply Now and only the contacts marked as Personal will appear on hte screen. The new View option "Personal" also appears in the current View selector.

You can do the same just for the Business ones.

Hope this helps

Carlos


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