Using Outlook2007 Trial, I want to be able to access ALL my categories. I had
previous categories from a database originally created in ACT and then
maintained in Agendus (Iambic). During the Beta2 phase and now with Trial
those older categories will show if I open a client record. However, they do
not show on the drop-down dialog for picking categories in Outlook2007.

How do I specify or change a "hidden" field such as this category during
data entry?

I have looked all through the Help files but found nothing. I searched one
of the outrside web sites but there is nothing out there yet about
Outlook2007.

Jonathan Rawle

From Help article HA10077728, "How categories and calendar labels from earlier versions are updated for Office Outlook 2007":

The Master Category List from earlier versions of Outlook is not included in Office Outlook 2007. Any category that is not assigned to an item that is included in the upgrade is not included in Office Outlook 2007.

You can manually upgrade the items in other Outlook stores, such as Archive Folders, to Office Outlook 2007. Right-click the folder for the store, click Properties for folder name, and then click Upgrade to Color Categories.

How do I specify or change a "hidden" field such as this category during
data entry?

To see the complete list of available color categories, which includes the new default color categories, all your previous categories, and the previous calendar labels (now replaced with color categories), click All Categories on the menu.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx

"Jonathan" jonathan7zerozero7(use numbers) at yahew dot usual domain wrote in message ...
Using Outlook2007 Trial, I want to be able to access ALL my categories. I had
previous categories from a database originally created in ACT and then
maintained in Agendus (Iambic). During the Beta2 phase and now with Trial
those older categories will show if I open a client record. However, they do
not show on the drop-down dialog for picking categories in Outlook2007.

How do I specify or change a "hidden" field such as this category during
data entry?

I have looked all through the Help files but found nothing. I searched one
of the outrside web sites but there is nothing out there yet about
Outlook2007.

Jonathan Rawle

"Sue Mosher [MVP-Outlook]" wrote:

From Help article HA10077728, "How categories and calendar labels from earlier versions are updated for Office Outlook 2007":

The Master Category List from earlier versions of Outlook is not included in Office Outlook 2007. Any category that is not assigned to an item that is included in the upgrade is not included in Office Outlook 2007.

You can manually upgrade ...

Sue,
Thank you for such a quick reply! I did not see that article when I searched
under Categories before writing to the forum. I tried it again and there it
is a ways down the over 100 hits on Categories.

But I don't get the behavior you describe so far: When I click Categorize in
the Contact Record I get a drop-down with 15 color categories and a choice
for "All Categories"which brings up a dialog with 20 Categories -- my color
set, to which I have added (while using Beta2) but there does not appear to
be a way here to see and pick those previous Categories.

They DO show -- with no color assignment -- when I look at the Contact
Record of someone with a category assignment from the old set. And if I use
the command to see every field I can find the categoies line and the old
category shows there. But that's a lot of clicks and creates the typo danger.

I didn't lose any categories in my transition as I had entries in all. There
were only ten or so. ACT was always limited to ten or perhaps 14, and these
categories came from data originally collected in ACT.

This came up (I asked) during Beta2 and Patrick said the Category change
tool was left out of Betas by mistake, but I assumed it would be back, tanned
fit and ready. Any thoughts on how to get these previous assignments to show?

Again, thanks!

Jonathan Rawle

there does not appear to
be a way here to see and pick those previous Categories.

Are you saying that the do not appear in the Categorize dialog? Did you perform the manual upgrade step indicated in the article? It reads all your items and adds each category found to the master list. You would have to add set the color for each one. Or add them manually.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx

"Jonathan" jonathan7zerozero7(use numbers) at yahew dot usual domain wrote in message ...
"Sue Mosher [MVP-Outlook]" wrote:

From Help article HA10077728, "How categories and calendar labels from earlier versions are updated for Office Outlook 2007":

The Master Category List from earlier versions of Outlook is not included in Office Outlook 2007. Any category that is not assigned to an item that is included in the upgrade is not included in Office Outlook 2007.

You can manually upgrade ...

Sue,
Thank you for such a quick reply! I did not see that article when I searched
under Categories before writing to the forum. I tried it again and there it
is a ways down the over 100 hits on Categories.

But I don't get the behavior you describe so far: When I click Categorize in
the Contact Record I get a drop-down with 15 color categories and a choice
for "All Categories"which brings up a dialog with 20 Categories -- my color
set, to which I have added (while using Beta2) but there does not appear to
be a way here to see and pick those previous Categories.

They DO show -- with no color assignment -- when I look at the Contact
Record of someone with a category assignment from the old set. And if I use
the command to see every field I can find the categoies line and the old
category shows there. But that's a lot of clicks and creates the typo danger.

I didn't lose any categories in my transition as I had entries in all. There
were only ten or so. ACT was always limited to ten or perhaps 14, and these
categories came from data originally collected in ACT.

This came up (I asked) during Beta2 and Patrick said the Category change
tool was left out of Betas by mistake, but I assumed it would be back, tanned
fit and ready. Any thoughts on how to get these previous assignments to show?

Again, thanks!

Jonathan Rawle