Outlook 2007 Beta TR: How to automatically assign categories to email based on sender/recipient?

[ben.reichman]

I'd like to create a rule that automatically assigns categories to
incoming and outgoing email based on the category of the
sender/recipient.

In other words, if my father sends me an email or I email him, the
email should automatically be marked "Friends and Family" (one of my
custom categories).

When I go into the Rule Creation window, I can create a rule based on a
list of particular contacts, but NOT on "all contacts with color
category X" and that's what I need. You see, if I make a rule for
Friends and Family based on the current list of Contacts I have, it
won't automatically include all new Friends and Family that I add in
the future, since it's just based on a particular list of people at the
time, not on all contacts that currently have the category "Friends and
Family."

Does this make sense? I feel like there's probably some simple way to
do this, but I'm new to Outlook (not just 2007, any version).

Thanks!

 

[Sue Mosher [MVP-Outlook]]

No, there is no simple way to do this. It would require either custom VBA code or rules that specific the contacts, not a category.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers