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Old 10-29-2020, 01:05 PM
skoz55 skoz55 is offline Windows 7 64bit Office 2010 64bit
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Default Organizing Contacts With Categories

Hi,

I am looking for some help or suggestions in organizing my contacts. I am a contractor and have four main Contact Types (Subcontractors, Vendors, Professionals, and Personal) each of these Contact Types then has sub-types specific to them underneath (see example below). My current process is I have four folders for each of the Contact Types, then each contact has a Category assigned to it for the sub-types. I then have a custom view in each folder that sorts them by Category.

Ideally, I'd like to place all of the contacts in the main Contact folder and then organize them so that the folder looks like the below example, with the main Group and then a sub-group.

Does anybody have any suggestions or any other ideas you utilize?

-Subcontractors
-Drywall
-Electrical
-Plumber
-Vendor
-Flooring
-Lumber
-Concrete
-Professional
-Structural engineer
-Building inspector
-Personal
-Good friends
-Family
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