Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 10-29-2020, 01:05 PM
skoz55 skoz55 is offline Organizing Contacts With Categories Windows 7 64bit Organizing Contacts With Categories Office 2010 64bit
Novice
Organizing Contacts With Categories
 
Join Date: Jan 2009
Posts: 20
skoz55 is on a distinguished road
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
Reply With Quote
Reply

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Organizing Pages Telescopist OneNote 3 01-15-2015 04:00 PM
Assigning Categories to Contacts in Outlook 2007 fjo555 Outlook 0 05-17-2012 11:24 AM
Organizing Contacts With Categories Filtering contacts using categories Roger Stenson Mail Merge 1 04-08-2012 10:07 PM
Tools for assigning Categories or Contacts to many items?? Bat Outlook 0 07-05-2007 11:25 AM
Linking Outlook & Access Contacts with Categories arrosen Outlook 0 06-14-2006 12:47 PM

Other Forums: Access Forums

All times are GMT -7. The time now is 03:06 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2024 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft