Color-Code Contacts by Category: MS Outlook
Color-Code Contacts by Category: MS Outlook
Microsoft Outlook provides a new feature in versions 2000 and forward that allows you to color-code items that meet certain criteria. Using this feature you can identify a set of items without having to group or sort them. In fact, Outlook does it all for you!
First you have to assign a common Category code to each contact you wish to assign to a color group, and then you can apply a color to that category group.
To assign categories to your contacts:
- Launch MS Outlook.
- In the Contacts folder on the Tools menu, click Organize.
- In the Organizer, click Using Views, and then click to select by Category. The (none) group contains those contacts to which you have not assigned a category.
- While still in the Organizer, click Using Categories.
- In "Add contacts selected below to," click to select the category you want to add the Contacts to.
- Hold down the CTRL key and click to select each contact that you wish to add to the category.
- After selecting all Contacts you wish to add to the category, click Add. This adds the category code to each selected contact. Repeat steps 4 through 6 for each category group you wish to define.
To apply color-coding to your category groups:
- In the Organizer, click Using Views, and then click to select the view you wish to see your Contacts in. Note that you can only see the color-coding you are about to apply in this selected view. If you want color-coding in other views, you must set them up separately using these procedures.
- Click on "Customize current view," and then click Automatic Formatting.
- Click Add, and then type a name for the new rule. In this case, it may be beneficial to name it after the Category you assign the color to.
- Click Font, select the desired color, and then click OK.
- Click Condition, and then on the More Choices tab, click Categories.
- In the Available Categories list, click to select the category being color-coded, and then click OK to close all dialog boxes.
This will apply the selected color to Contacts with the selected Category code. Repeat steps 2 through 6 for each color group you wish to define.
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