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MS Office Forum / Outlook / Contacts / November 2005

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Storing and seperating contacts

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Gretta V - 07 Nov 2005 00:06 GMT
I operate a non-profit organization.  My first bunch of contacts - 225
entries - are for Foundations.  In that bunch are Christian and non-christian
contacts and we have 2 different projects on the go.  I want to seperate
these contacts into the 2 projects and then Christian and non-christian.  Can
you please tell me the best way to do this.  I was trying groups but Outlook
stores groups in the address book by the contact person not the foundation
name (which is what I want)  I was thinking about catagories but I put the
type of donations they like in there.  I ended up putting copies of these
contacts in folders to seperate them.  Because they are copies only it
creates a problem.  I'm new to Outlook and want to do this the most efficient
way.  It isn't really clear in the help screen.

When I get a letter from these contacts or call them what is the best way to
keep track of what is happening with them.  I tried putting info in the blank
screen and if I copy the folder back to the main list it doesn't want to copy.

Thank you very much.  I hope you can help me here.
Russ Valentine [MVP-Outlook] - 07 Nov 2005 02:42 GMT
Your choices are to use Categories or separate Contact subfolders.
Compare those choices here:
http://www.slipstick.com/contacts/oloabcat.htm

Signature

Russ Valentine
[MVP-Outlook]

>I operate a non-profit organization.  My first bunch of contacts - 225
> entries - are for Foundations.  In that bunch are Christian and
[quoted text clipped - 20 lines]
>
> Thank you very much.  I hope you can help me here.
Gretta V - 07 Nov 2005 08:03 GMT
Thanks Russ.  I went to that site and I think my best bet would be to have 1
main Foundation base and make a catagory for each of the 2 projects and
Christian and Non-Christian.  Is it possible to have sub catagories?

> Your choices are to use Categories or separate Contact subfolders.
> Compare those choices here:
[quoted text clipped - 24 lines]
> >
> > Thank you very much.  I hope you can help me here.
Russ Valentine [MVP-Outlook] - 07 Nov 2005 10:17 GMT
Not that I know of.
Signature

Russ Valentine
[MVP-Outlook]

> Thanks Russ.  I went to that site and I think my best bet would be to have
> 1
[quoted text clipped - 36 lines]
>> >
>> > Thank you very much.  I hope you can help me here.
Judy Gleeson MVP Outlook - 07 Nov 2005 10:28 GMT
You could make yourself an additional field.  Use the field chooser and
click New Field.  Make a field that holds data you need.  In the Phone List
view use the Group By box and then you can group by category as well as your
new field.  For example, Category, then State would show you that type of
contacts grouped by state.

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

> Not that I know of.
>> Thanks Russ.  I went to that site and I think my best bet would be to
[quoted text clipped - 38 lines]
>>> >
>>> > Thank you very much.  I hope you can help me here.
 
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