Contact Folders vs Categories vs Address Books...

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vinnieb - 20 Nov 2007 14:26 GMT

I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like
separting my contacts into groups, such as Clients, Business Vendors,
Referral Sources, Third-Party Resources, etc. I often use sub-groups under
the main group heading. In Outlook, I am not sure when to group contacts
using Contact Folders or Categories. For that matter, what about using
Address Books or Distribution Lists? Any advice on how to use these
different features in organizing my contacts?

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Russ Valentine [MVP-Outlook] - 20 Nov 2007 18:13 GMT

Avoid DL's at all costs. As for the rest, read over the information here:
http://www.slipstick.com/contacts/oloabcat.htm

Signature

Russ Valentine
[MVP-Outlook]

>I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like
> separting my contacts into groups, such as Clients, Business Vendors,
[quoted text clipped - 4 lines]
> Address Books or Distribution Lists? Any advice on how to use these
> different features in organizing my contacts?

Reply to this Message

vinnieb - 20 Nov 2007 23:31 GMT

Russ - Wow! Great resource. Thanks.
I have been using Outlook for e-mail (that's partly why I am converting -
ACT! does not integrate well with it) and I have used DLs. It's worked well
for e-mail. What should I look out for?
Thanks again.

> Avoid DL's at all costs. As for the rest, read over the information here:
> http://www.slipstick.com/contacts/oloabcat.htm
[quoted text clipped - 7 lines]
> > Address Books or Distribution Lists? Any advice on how to use these
> > different features in organizing my contacts?

Reply to this Message

Russ Valentine [MVP-Outlook] - 21 Nov 2007 03:03 GMT

DL's are a poorly implemented afterthought in Outlook that are not robust
and easily become corrupt. Few of us use them. They are largely obviated by
other ways of grouping Contacts.

Signature

Russ Valentine
[MVP-Outlook]

> Russ - Wow! Great resource. Thanks.
> I have been using Outlook for e-mail (that's partly why I am converting -
[quoted text clipped - 15 lines]
>> > Address Books or Distribution Lists? Any advice on how to use these
>> > different features in organizing my contacts?

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Michael Bauer [MVP - Outlook] - 21 Nov 2007 06:27 GMT

Her are some more infos about categories:
http://www.vboffice.net/workshop.html?lang=en&smp=1&cmd=showitem&pub=6

Signature

Best regards
Michael Bauer - MVP Outlook
Synchronize Color Categories & Ensure that Every Item Gets Categorized:
<http://www.vboffice.net/product.html?id=2006063&cmd=detail&lang=en&pub=6>

Am Tue, 20 Nov 2007 06:26:00 -0800 schrieb vinnieb:

> I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like
> separting my contacts into groups, such as Clients, Business Vendors,
[quoted text clipped - 3 lines]
> Address Books or Distribution Lists? Any advice on how to use these
> different features in organizing my contacts?

Reply to this Message

vinnieb - 21 Nov 2007 15:21 GMT

Michael - Thanks. Another very useful resource (and the guy how wrote it is
a genius!). I'll dig through it.
Happy Thanksgiving.

> Her are some more infos about categories:
> http://www.vboffice.net/workshop.html?lang=en&smp=1&cmd=showitem&pub=6
[quoted text clipped - 7 lines]
> > Address Books or Distribution Lists? Any advice on how to use these
> > different features in organizing my contacts?

Reply to this Message