About this lesson
Keep your contacts organized by using Category colors.
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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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