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About this lesson
Keep your contacts organized by using Category colors.
Download this lesson’s exercise file.Contact Categories.docx
Keep your contacts organized by using Category colors rather than Folders and Groups.
When to use
If you are a SmartPhone user, only the main Contacts folder is synced to your phone. A way to keep your contacts in one folder, but still grouped, is by applying categories to the contact files.
Name your Categories:
- Home ribbon, Categorize , All Categories and click “Rename”
Note: This is the same Category list used for email and calendar categories.
Apply the Categories
- Select a contact, click Categorize , choose a topic or color.
View the Categories
It may help to watch the category groups build as you apply the color. First choose the LIST view:
- Home ribbon , Current View , List
Customize the List view
To change the header columns in the list view,
- Click the View ribbon , click Add Columns , choose from the available columns on the left, add them to the right, and reorganize with the Move Up/Move Down buttons:
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