Outlook 2007 Contact categories or folders.. Need help

[Kevin Geil]

Hi, I'm working with someone who is upgrading from OE to outlook. In OE,
she has her contacts organized into folders so that when she clicks To: she
can browse to contacts in certain groups. I learned last week from Robert
Sparnaaij that I could indeed do something similar in Outlook. He suggested
using categories for contacts. I'm having a bit of trouble figuring out how
to do this. Wehn I try to import contacts from the OE .wab file, Outlook
2007 just puts the contacts into a contacts file, without any particular
organization.

My questions are as follows.
1. Is there a way to export/import contacts from particular subfolders in
the old .wab file and put them in folders or categories in Outlook 2007? In
other words, if I had a folder in OE contacts called In-laws, could I export
the In-laws folder only, and create an in-laws folder or category in Outlook
2007?

2. How do I create contact categories in Outlook 2007?

Thanks for all the great help!

Kevin

 

[Roady [MVP]]

AFAIK the import process will put it all in the Contacts folder. You can
assign Categories bij selecting a contact and then press the Categorize
button on the Toolbar or choose Edit-> Categorize

You can select multiple contacts at once as well.

 

[Sue Mosher [MVP-Outlook]]

My recollection is that Outlook can import only from the main contacts folder in OE and ignores all others. It's also worth noting that categories don't show up in the address book.

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

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

AFAIK the import process will put it all in the Contacts folder. You can
assign Categories bij selecting a contact and then press the Categorize
button on the Toolbar or choose Edit-> Categorize

You can select multiple contacts at once as well.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003


-----

Hi, I'm working with someone who is upgrading from OE to outlook. In OE,
she has her contacts organized into folders so that when she clicks To:
she can browse to contacts in certain groups. I learned last week from
Robert Sparnaaij that I could indeed do something similar in Outlook. He
suggested using categories for contacts. I'm having a bit of trouble
figuring out how to do this. Wehn I try to import contacts from the OE
.wab file, Outlook 2007 just puts the contacts into a contacts file,
without any particular organization.

My questions are as follows.
1. Is there a way to export/import contacts from particular subfolders in
the old .wab file and put them in folders or categories in Outlook 2007?
In other words, if I had a folder in OE contacts called In-laws, could I
export the In-laws folder only, and create an in-laws folder or category
in Outlook 2007?

2. How do I create contact categories in Outlook 2007?

Thanks for all the great help!

Kevin

 

[Kevin Geil]

So, am I just barking up the wrong tree here? How do I put contacts into a
group, folder, or category, then be able to address an email to say, 20 out
of 25 of the members of this organizational unit?
I just seem to get deeper into confusion with this; thanks for helping.

Kevin
My recollection is that Outlook can import only from the main contacts
folder in OE and ignores all others. It's also worth noting that categories
don't show up in the address book.

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

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

AFAIK the import process will put it all in the Contacts folder. You can
assign Categories bij selecting a contact and then press the Categorize
button on the Toolbar or choose Edit-> Categorize

You can select multiple contacts at once as well.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003


-----

Hi, I'm working with someone who is upgrading from OE to outlook. In OE,
she has her contacts organized into folders so that when she clicks To:
she can browse to contacts in certain groups. I learned last week from
Robert Sparnaaij that I could indeed do something similar in Outlook. He
suggested using categories for contacts. I'm having a bit of trouble
figuring out how to do this. Wehn I try to import contacts from the OE
.wab file, Outlook 2007 just puts the contacts into a contacts file,
without any particular organization.

My questions are as follows.
1. Is there a way to export/import contacts from particular subfolders in
the old .wab file and put them in folders or categories in Outlook 2007?
In other words, if I had a folder in OE contacts called In-laws, could I
export the In-laws folder only, and create an in-laws folder or category
in Outlook 2007?

2. How do I create contact categories in Outlook 2007?

Thanks for all the great help!

Kevin

 

[Roady [MVP]]

You're mixing a lot of things here together.

If the scenario you described in your last post is what you are trying to do
you can either use categories or create distribution groups. Sending to a
distribution group always sends it to all members of that group. When you
sort your Contact folder by Category you can easily make a selection and
choose Actions-> Create-> New Message to Contact. Outlook will then create a
new message addressed to the selected contacts.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003


-----

So, am I just barking up the wrong tree here? How do I put contacts into
a group, folder, or category, then be able to address an email to say, 20
out of 25 of the members of this organizational unit?
I just seem to get deeper into confusion with this; thanks for helping.

Kevin
My recollection is that Outlook can import only from the main contacts
folder in OE and ignores all others. It's also worth noting that
categories don't show up in the address book.

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

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

AFAIK the import process will put it all in the Contacts folder. You can
assign Categories bij selecting a contact and then press the Categorize
button on the Toolbar or choose Edit-> Categorize

You can select multiple contacts at once as well.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003


-----

Hi, I'm working with someone who is upgrading from OE to outlook. In
OE,
she has her contacts organized into folders so that when she clicks To:
she can browse to contacts in certain groups. I learned last week from
Robert Sparnaaij that I could indeed do something similar in Outlook.
He
suggested using categories for contacts. I'm having a bit of trouble
figuring out how to do this. Wehn I try to import contacts from the OE
.wab file, Outlook 2007 just puts the contacts into a contacts file,
without any particular organization.

My questions are as follows.
1. Is there a way to export/import contacts from particular subfolders
in
the old .wab file and put them in folders or categories in Outlook 2007?
In other words, if I had a folder in OE contacts called In-laws, could I
export the In-laws folder only, and create an in-laws folder or category
in Outlook 2007?

2. How do I create contact categories in Outlook 2007?

Thanks for all the great help!

Kevin

 

[Sue Mosher [MVP-Outlook]]

Or you could create separate folders to hold different contacts. This would be the approach most similar to the way you've done it in OE.

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

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

You're mixing a lot of things here together.

If the scenario you described in your last post is what you are trying to do
you can either use categories or create distribution groups. Sending to a
distribution group always sends it to all members of that group. When you
sort your Contact folder by Category you can easily make a selection and
choose Actions-> Create-> New Message to Contact. Outlook will then create a
new message addressed to the selected contacts.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003


-----

So, am I just barking up the wrong tree here? How do I put contacts into
a group, folder, or category, then be able to address an email to say, 20
out of 25 of the members of this organizational unit?
I just seem to get deeper into confusion with this; thanks for helping.

Kevin
My recollection is that Outlook can import only from the main contacts
folder in OE and ignores all others. It's also worth noting that
categories don't show up in the address book.

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

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

AFAIK the import process will put it all in the Contacts folder. You can
assign Categories bij selecting a contact and then press the Categorize
button on the Toolbar or choose Edit-> Categorize

You can select multiple contacts at once as well.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003
http://www.howto-outlook.com/
Outlook FAQ, HowTo, Downloads, Add-Ins and more

-----
Hi, I'm working with someone who is upgrading from OE to outlook. In
OE,
she has her contacts organized into folders so that when she clicks To:
she can browse to contacts in certain groups. I learned last week from
Robert Sparnaaij that I could indeed do something similar in Outlook.
He
suggested using categories for contacts. I'm having a bit of trouble
figuring out how to do this. Wehn I try to import contacts from the OE
.wab file, Outlook 2007 just puts the contacts into a contacts file,
without any particular organization.

My questions are as follows.
1. Is there a way to export/import contacts from particular subfolders
in
the old .wab file and put them in folders or categories in Outlook 2007?
In other words, if I had a folder in OE contacts called In-laws, could I
export the In-laws folder only, and create an in-laws folder or category
in Outlook 2007?

2. How do I create contact categories in Outlook 2007?

Thanks for all the great help!

Kevin