Storing and seperating contacts

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Guest

I operate a non-profit organization. My first bunch of contacts - 225
entries - are for Foundations. In that bunch are Christian and non-christian
contacts and we have 2 different projects on the go. I want to seperate
these contacts into the 2 projects and then Christian and non-christian. Can
you please tell me the best way to do this. I was trying groups but Outlook
stores groups in the address book by the contact person not the foundation
name (which is what I want) I was thinking about catagories but I put the
type of donations they like in there. I ended up putting copies of these
contacts in folders to seperate them. Because they are copies only it
creates a problem. I'm new to Outlook and want to do this the most efficient
way. It isn't really clear in the help screen.

When I get a letter from these contacts or call them what is the best way to
keep track of what is happening with them. I tried putting info in the blank
screen and if I copy the folder back to the main list it doesn't want to copy.

Thank you very much. I hope you can help me here.
 
Thanks Russ. I went to that site and I think my best bet would be to have 1
main Foundation base and make a catagory for each of the 2 projects and
Christian and Non-Christian. Is it possible to have sub catagories?

Russ Valentine said:
Your choices are to use Categories or separate Contact subfolders.
Compare those choices here:
http://www.slipstick.com/contacts/oloabcat.htm

--
Russ Valentine
[MVP-Outlook]
Gretta V said:
I operate a non-profit organization. My first bunch of contacts - 225
entries - are for Foundations. In that bunch are Christian and
non-christian
contacts and we have 2 different projects on the go. I want to seperate
these contacts into the 2 projects and then Christian and non-christian.
Can
you please tell me the best way to do this. I was trying groups but
Outlook
stores groups in the address book by the contact person not the foundation
name (which is what I want) I was thinking about catagories but I put the
type of donations they like in there. I ended up putting copies of these
contacts in folders to seperate them. Because they are copies only it
creates a problem. I'm new to Outlook and want to do this the most
efficient
way. It isn't really clear in the help screen.

When I get a letter from these contacts or call them what is the best way
to
keep track of what is happening with them. I tried putting info in the
blank
screen and if I copy the folder back to the main list it doesn't want to
copy.

Thank you very much. I hope you can help me here.
Click to expand...
Click to expand...
 
Not that I know of.
--
Russ Valentine
[MVP-Outlook]
Gretta V said:
Thanks Russ. I went to that site and I think my best bet would be to have
1
main Foundation base and make a catagory for each of the 2 projects and
Christian and Non-Christian. Is it possible to have sub catagories?

Russ Valentine said:
Your choices are to use Categories or separate Contact subfolders.
Compare those choices here:
http://www.slipstick.com/contacts/oloabcat.htm

--
Russ Valentine
[MVP-Outlook]
Gretta V said:
I operate a non-profit organization. My first bunch of contacts - 225
entries - are for Foundations. In that bunch are Christian and
non-christian
contacts and we have 2 different projects on the go. I want to
seperate
these contacts into the 2 projects and then Christian and
non-christian.
Can
you please tell me the best way to do this. I was trying groups but
Outlook
stores groups in the address book by the contact person not the
foundation
name (which is what I want) I was thinking about catagories but I put
the
type of donations they like in there. I ended up putting copies of
these
contacts in folders to seperate them. Because they are copies only it
creates a problem. I'm new to Outlook and want to do this the most
efficient
way. It isn't really clear in the help screen.

When I get a letter from these contacts or call them what is the best
way
to
keep track of what is happening with them. I tried putting info in the
blank
screen and if I copy the folder back to the main list it doesn't want
to
copy.

Thank you very much. I hope you can help me here.
Click to expand...
Click to expand...
Click to expand...
 
You could make yourself an additional field. Use the field chooser and
click New Field. Make a field that holds data you need. In the Phone List
view use the Group By box and then you can group by category as well as your
new field. For example, Category, then State would show you that type of
contacts grouped by state.

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!!


Russ Valentine said:
Not that I know of.
--
Russ Valentine
[MVP-Outlook]
Gretta V said:
Thanks Russ. I went to that site and I think my best bet would be to
have 1
main Foundation base and make a catagory for each of the 2 projects and
Christian and Non-Christian. Is it possible to have sub catagories?

Russ Valentine said:
Your choices are to use Categories or separate Contact subfolders.
Compare those choices here:
http://www.slipstick.com/contacts/oloabcat.htm

--
Russ Valentine
[MVP-Outlook]
I operate a non-profit organization. My first bunch of contacts - 225
entries - are for Foundations. In that bunch are Christian and
non-christian
contacts and we have 2 different projects on the go. I want to
seperate
these contacts into the 2 projects and then Christian and
non-christian.
Can
you please tell me the best way to do this. I was trying groups but
Outlook
stores groups in the address book by the contact person not the
foundation
name (which is what I want) I was thinking about catagories but I put
the
type of donations they like in there. I ended up putting copies of
these
contacts in folders to seperate them. Because they are copies only it
creates a problem. I'm new to Outlook and want to do this the most
efficient
way. It isn't really clear in the help screen.

When I get a letter from these contacts or call them what is the best
way
to
keep track of what is happening with them. I tried putting info in
the
blank
screen and if I copy the folder back to the main list it doesn't want
to
copy.

Thank you very much. I hope you can help me here.
Click to expand...
Click to expand...
Click to expand...
 
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