Outlook 2007: email everyone in a category

  • Thread starter Thread starter Sean
  • Start date Start date
S

Sean

How do I do this. So far everyone's description is very complex or wrong.
eg. right-click and choose "New Message to Contact" - this is not an option
when I right-click.

Most of the explanations don't explain which page to start on Mail or
Contacts, so I'm lost right from the start.

Finally, why do all of these sound like a way to work around some f'up by
microsoft. It seems like I've wasted my time making categories and I should
have been making a contact list, but I can't place people in a contact list
as I add them - I have to go edit the contact list after I create a new
contact.

Judy Gleeson, please don't help. I can't understand a word of your posts.
 
What a challenge! For other readers if not for you Sean....

1 Start in the Contacts Folder.
2. Use a view that will group your Contacts By Category. The view is
called By Category.
3 Select the Category of Contacts to merge. "Select" means make them
highlighted. You can do that in many ways and at this stage I will
assume you know how to select items. But come back and ask if you don't
know how to select more than 1 thing at a time.
4. To email everyone in that Category, grab the Category heading (it will
be a bar across the screen with the name of your Category group in it) with
your left mouse button and drop it on your Inbox Folder. Release.
4a) Say Yes to the stupid message that creating a new item from these x
Items may take some time.
5. The names of Contacts in that Category are now in the To... field of a
new email.
6. Complete the content and click the send button.

Explanations:

Item means an Outlook "thing" it could be any type of thing eg an
appointment, email, task, contact, note.

Navigation Pane - the left side strip of the screen in Outlook 2002, 2003
and 2007.

Views are way of seeing the content of a folder. You can change views many
ways. In 2007, the Navigation Pain has radio buttons to change views.

Options:

1 if you don't want people in the To... field, once they are there,
highlight them all (select them) and drag them to the BCC field. If the BCC
field is not showing (in version 2007) the setting is on the Options Tab of
the ribbon at top of screen.

2. If you want to email merge to this category of Contacts it's a little
more complicated. Let me know if you want to know how.

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant www.pragmatix.com.au
My suggested settings for Outlook 2003 are FREE on my website.

..
 
Outlook 2007 moved New message to contact to the Create menu - so right
click, Create, New message to contact.

Doesn't anyone explore menus anymore?
 
Thanks Judy.

So, my solution (I'm not sure why Microsoft insists on making everything
such a pain in the ...), If you can figure out how to sort your contacts by
category, you can drag the category heading onto the mail tab, then click ok
to the 'stupid message' and your set.

PS. Diane my Outlook 2007 doesn't have a Create menu.
 
No Sean not quite right.

You cannot SORT contacts by category. You must GROUP by category and there's
a view that does exactly that - just click it, there's nothing to "work
out".

FYI: As category is a multivalued field, Outlook will not sort by it.

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant www.pragmatix.com.au
My suggested settings for Outlook 2003 are FREE on my website.

..
 
Dear Judy: In your answers to questions from users, "The names of Contacts in that Category are now in the To... field of a new email" seems not working because contacts of each category includes not only e-mail address but also other fields of information as one of users replied to you. Then, how can we sort contacts by "e-mail address only" to put into "To or Cc or Bcc" without all other fields of information from a specified category of contacts in the address book. This is the key issue of Outlook 2007 to be resolved ASAP. Thanks. Hugo Kim



Judy Gleeson \(MVP Outlook\) wrote:

No Sean not quite right.You cannot SORT contacts by category.
29-May-08

No Sean not quite right.

You cannot SORT contacts by category. You must GROUP by category and there's
a view that does exactly that - just click it, there's nothing to "work
out".

FYI: As category is a multivalued field, Outlook will not sort by it.

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant www.pragmatix.com.au
My suggested settings for Outlook 2003 are FREE on my website.

..

Previous Posts In This Thread:

Outlook 2007: email everyone in a category
How do I do this. So far everyone's description is very complex or wrong.
eg. right-click and choose "New Message to Contact" - this is not an option
when I right-click.

Most of the explanations don't explain which page to start on Mail or
Contacts, so I'm lost right from the start.

Finally, why do all of these sound like a way to work around some f'up by
microsoft. It seems like I've wasted my time making categories and I should
have been making a contact list, but I can't place people in a contact list
as I add them - I have to go edit the contact list after I create a new
contact.

Judy Gleeson, please don't help. I can't understand a word of your posts.

What a challenge!
What a challenge! For other readers if not for you Sean....

1 Start in the Contacts Folder.
2. Use a view that will group your Contacts By Category. The view is
called By Category.
3 Select the Category of Contacts to merge. "Select" means make them
highlighted. You can do that in many ways and at this stage I will
assume you know how to select items. But come back and ask if you don't
know how to select more than 1 thing at a time.
4. To email everyone in that Category, grab the Category heading (it will
be a bar across the screen with the name of your Category group in it) with
your left mouse button and drop it on your Inbox Folder. Release.
4a) Say Yes to the stupid message that creating a new item from these x
Items may take some time.
5. The names of Contacts in that Category are now in the To... field of a
new email.
6. Complete the content and click the send button.

Explanations:

Item means an Outlook "thing" it could be any type of thing eg an
appointment, email, task, contact, note.

Navigation Pane - the left side strip of the screen in Outlook 2002, 2003
and 2007.

Views are way of seeing the content of a folder. You can change views many
ways. In 2007, the Navigation Pain has radio buttons to change views.

Options:

1 if you don't want people in the To... field, once they are there,
highlight them all (select them) and drag them to the BCC field. If the BCC
field is not showing (in version 2007) the setting is on the Options Tab of
the ribbon at top of screen.

2. If you want to email merge to this category of Contacts it's a little
more complicated. Let me know if you want to know how.

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant www.pragmatix.com.au
My suggested settings for Outlook 2003 are FREE on my website.

..

Outlook 2007 moved New message to contact to the Create menu - so right click,
Outlook 2007 moved New message to contact to the Create menu - so right
click, Create, New message to contact.

Doesn't anyone explore menus anymore?















Thanks Judy.
Thanks Judy.

So, my solution (I'm not sure why Microsoft insists on making everything
such a pain in the ...), If you can figure out how to sort your contacts by
category, you can drag the category heading onto the mail tab, then click ok
to the 'stupid message' and your set.

PS. Diane my Outlook 2007 doesn't have a Create menu.

:

No Sean not quite right.You cannot SORT contacts by category.
No Sean not quite right.

You cannot SORT contacts by category. You must GROUP by category and there's
a view that does exactly that - just click it, there's nothing to "work
out".

FYI: As category is a multivalued field, Outlook will not sort by it.

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant www.pragmatix.com.au
My suggested settings for Outlook 2003 are FREE on my website.

..


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If you're in a contact folder, you can sort it by 8almost) whatever you want
to: Simply right click the folder's column header, then choose Customize.

If you want to sort by categories, you need to group by categories and sort
that.

When you have found the contact, you can, for instance, right click it, and
choose Create/New message to contact.

If you want for any reason to stick the dialog that comes up when you click
the To button, possibilities are very limited.

--
Best regards
Michael Bauer - MVP Outlook
Manage and share your categories:
<http://www.vboffice.net/product.html?pub=6&lang=en>


Am Wed, 16 Dec 2009 10:48:43 -0800 schrieb Hugo Kim:
Dear Judy: In your answers to questions from users, "The names of
Click to expand...
Contacts in that Category are now in the To... field of a new email" seems
not working because contacts of each category includes not only e-mail
address but also other fields of information as one of users replied to you.
Then, how can we sort contacts by "e-mail address only" to put into "To or
Cc or Bcc" without all other fields of information from a specified category
of contacts in the address book. This is the key issue of Outlook 2007 to
be resolved ASAP. Thanks. Hugo Kim
 
1. Click Contacts
2. On the Contacts pane, under current view select By Category
3. On the Actions, go to New Message to Contact under Create New command and click
Voila there you are ready to go



Sea wrote:

Outlook 2007: email everyone in a category
27-May-08

How do I do this. So far everyone's description is very complex or wrong.
eg. right-click and choose "New Message to Contact" - this is not an option
when I right-click

Most of the explanations don't explain which page to start on Mail or
Contacts, so I'm lost right from the start

Finally, why do all of these sound like a way to work around some f'up by
microsoft. It seems like I've wasted my time making categories and I should
have been making a contact list, but I can't place people in a contact list
as I add them - I have to go edit the contact list after I create a new
contact

Judy Gleeson, please don't help. I can't understand a word of your posts.

Previous Posts In This Thread:

Outlook 2007: email everyone in a category
How do I do this. So far everyone's description is very complex or wrong.
eg. right-click and choose "New Message to Contact" - this is not an option
when I right-click

Most of the explanations don't explain which page to start on Mail or
Contacts, so I'm lost right from the start

Finally, why do all of these sound like a way to work around some f'up by
microsoft. It seems like I've wasted my time making categories and I should
have been making a contact list, but I can't place people in a contact list
as I add them - I have to go edit the contact list after I create a new
contact

Judy Gleeson, please don't help. I can't understand a word of your posts.

What a challenge!
What a challenge! For other readers if not for you Sean...

1 Start in the Contacts Folder
2. Use a view that will group your Contacts By Category. The view is
called By Category
3 Select the Category of Contacts to merge. "Select" means make them
highlighted. You can do that in many ways and at this stage I will
assume you know how to select items. But come back and ask if you don't
know how to select more than 1 thing at a time
4. To email everyone in that Category, grab the Category heading (it will
be a bar across the screen with the name of your Category group in it) with
your left mouse button and drop it on your Inbox Folder. Release
4a) Say Yes to the stupid message that creating a new item from these x
Items may take some time
5. The names of Contacts in that Category are now in the To... field of a
new email
6. Complete the content and click the send button

Explanations

Item means an Outlook "thing" it could be any type of thing eg an
appointment, email, task, contact, note

Navigation Pane - the left side strip of the screen in Outlook 2002, 2003
and 2007

Views are way of seeing the content of a folder. You can change views many
ways. In 2007, the Navigation Pain has radio buttons to change views

Options

1 if you don't want people in the To... field, once they are there,
highlight them all (select them) and drag them to the BCC field. If the BCC
field is not showing (in version 2007) the setting is on the Options Tab of
the ribbon at top of screen

2. If you want to email merge to this category of Contacts it's a little
more complicated. Let me know if you want to know how

Regard

Judy Gleeso
MVP Outloo
Trainer and Consultant www.pragmatix.com.a
My suggested settings for Outlook 2003 are FREE on my website
 
Really? It took you TWO years to figure this out? So I guess dragging the
category to the inbox is too much trouble?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.
ALWAYS post your Outlook version.
How to ask a question: http://support.microsoft.com/KB/555375


After furious head scratching, Neil Mwombe asked:

| 1. Click Contacts
| 2. On the Contacts pane, under current view select By Category
| 3. On the Actions, go to New Message to Contact under Create New
| command and click Voila there you are ready to go
|
|
|
| Sea wrote:
|
| Outlook 2007: email everyone in a category
| 27-May-08
|
| How do I do this. So far everyone's description is very complex or
| wrong.
| eg. right-click and choose "New Message to Contact" - this is not an
| option
| when I right-click.
|
| Most of the explanations don't explain which page to start on Mail or
| Contacts, so I'm lost right from the start.
|
| Finally, why do all of these sound like a way to work around some
| f'up by microsoft. It seems like I've wasted my time making
| categories and I should
| have been making a contact list, but I can't place people in a
| contact list
| as I add them - I have to go edit the contact list after I create a
| new
| contact.
|
| Judy Gleeson, please don't help. I can't understand a word of your
| posts.
|
| Previous Posts In This Thread:
|
| On Tuesday, May 27, 2008 7:01 PM
| Sea wrote:
|
| Outlook 2007: email everyone in a category
| How do I do this. So far everyone's description is very complex or
| wrong.
| eg. right-click and choose "New Message to Contact" - this is not an
| option
| when I right-click.
|
| Most of the explanations don't explain which page to start on Mail or
| Contacts, so I'm lost right from the start.
|
| Finally, why do all of these sound like a way to work around some
| f'up by microsoft. It seems like I've wasted my time making
| categories and I should
| have been making a contact list, but I can't place people in a
| contact list
| as I add them - I have to go edit the contact list after I create a
| new
| contact.
|
| Judy Gleeson, please don't help. I can't understand a word of your
| posts.
|
| On Tuesday, May 27, 2008 7:45 PM
| Judy Gleeson \(MVP Outlook\) wrote:
|
| What a challenge!
| What a challenge! For other readers if not for you Sean....
|
| 1 Start in the Contacts Folder.
| 2. Use a view that will group your Contacts By Category. The view
| is
| called By Category.
| 3 Select the Category of Contacts to merge. "Select" means make
| them highlighted. You can do that in many ways and at this stage
| I will
| assume you know how to select items. But come back and ask if you
| don't
| know how to select more than 1 thing at a time.
| 4. To email everyone in that Category, grab the Category heading
| (it will
| be a bar across the screen with the name of your Category group in
| it) with
| your left mouse button and drop it on your Inbox Folder. Release.
| 4a) Say Yes to the stupid message that creating a new item from these
| x
| Items may take some time.
| 5. The names of Contacts in that Category are now in the To...
| field of a
| new email.
| 6. Complete the content and click the send button.
|
| Explanations:
|
| Item means an Outlook "thing" it could be any type of thing eg an
| appointment, email, task, contact, note.
|
| Navigation Pane - the left side strip of the screen in Outlook 2002,
| 2003
| and 2007.
|
| Views are way of seeing the content of a folder. You can change
| views many
| ways. In 2007, the Navigation Pain has radio buttons to change views.
|
| Options:
|
| 1 if you don't want people in the To... field, once they are there,
| highlight them all (select them) and drag them to the BCC field. If
| the BCC
| field is not showing (in version 2007) the setting is on the Options
| Tab of
| the ribbon at top of screen.
|
| 2. If you want to email merge to this category of Contacts it's a
| little
| more complicated. Let me know if you want to know how.
|
| Regards
|
| Judy Gleeson
| MVP Outlook
| Trainer and Consultant www.pragmatix.com.au
| My suggested settings for Outlook 2003 are FREE on my website.
|
| .
| |
| On Tuesday, May 27, 2008 9:48 PM
| Diane Poremsky {MVP} wrote:
|
| Outlook 2007 moved New message to contact to the Create menu - so
| right click, Outlook 2007 moved New message to contact to the Create
| menu - so right
| click, Create, New message to contact.
|
| Doesn't anyone explore menus anymore?
 
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