Multiple Categories - Outlook

  • Thread starter Thread starter Guest
  • Start date Start date
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Guest

We are using Outlook as our company's database. The majority of our contacts
belong to multiple categories. Sometimes I can get them to group by
individual categories but then the next day they will be grouped by whatever
information is in the categories box. For example: A&B Drywall may have
Finishes, Client, Job/Fayetteville as categories. One time it may sort and
put it in each individual category but then the next day it will create a new
group titled "Finishes, Client, Job/Fayetteville." How do I get it to break
it out all the time without having to go thru individually and fixing it each
time?
 
G'day Woody

having trouble with your description of what's happening. Firstly,
Categories are not sortable so have another go at explaining what is
happening - in the meantime I have had a guess at what may be causing your
problem.

If a Contact is Categorised into more than 1 Category and you Group By
Category, it will show that Contact in each Category group (as if there were
multiple copies of that Contact).

Try using the Group By Box and manipulate the data manually to get you what
you want. (on advanced toolbar).

In 2003 if you want to both sort by a column (not Category) and then group
by Category, you need to do so in that order. That means Sort the column by
clicking its header, then dragging the Category field into the Group By box
manually. It's a 2003 quirk.

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!!
 
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