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#1
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I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like
separting my contacts into groups, such as Clients, Business Vendors, Referral Sources, Third-Party Resources, etc. I often use sub-groups under the main group heading. In Outlook, I am not sure when to group contacts using Contact Folders or Categories. For that matter, what about using Address Books or Distribution Lists? Any advice on how to use these different features in organizing my contacts? |
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#2
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Avoid DL's at all costs. As for the rest, read over the information he
http://www.slipstick.com/contacts/oloabcat.htm -- Russ Valentine [MVP-Outlook] "vinnieb" wrote in message ... I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like separting my contacts into groups, such as Clients, Business Vendors, Referral Sources, Third-Party Resources, etc. I often use sub-groups under the main group heading. In Outlook, I am not sure when to group contacts using Contact Folders or Categories. For that matter, what about using Address Books or Distribution Lists? Any advice on how to use these different features in organizing my contacts? |
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Russ - Wow! Great resource. Thanks.
I have been using Outlook for e-mail (that's partly why I am converting - ACT! does not integrate well with it) and I have used DLs. It's worked well for e-mail. What should I look out for? Thanks again. "Russ Valentine [MVP-Outlook]" wrote: Avoid DL's at all costs. As for the rest, read over the information he http://www.slipstick.com/contacts/oloabcat.htm -- Russ Valentine [MVP-Outlook] "vinnieb" wrote in message ... I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like separting my contacts into groups, such as Clients, Business Vendors, Referral Sources, Third-Party Resources, etc. I often use sub-groups under the main group heading. In Outlook, I am not sure when to group contacts using Contact Folders or Categories. For that matter, what about using Address Books or Distribution Lists? Any advice on how to use these different features in organizing my contacts? |
#4
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DL's are a poorly implemented afterthought in Outlook that are not robust
and easily become corrupt. Few of us use them. They are largely obviated by other ways of grouping Contacts. -- Russ Valentine [MVP-Outlook] "vinnieb" wrote in message ... Russ - Wow! Great resource. Thanks. I have been using Outlook for e-mail (that's partly why I am converting - ACT! does not integrate well with it) and I have used DLs. It's worked well for e-mail. What should I look out for? Thanks again. "Russ Valentine [MVP-Outlook]" wrote: Avoid DL's at all costs. As for the rest, read over the information he http://www.slipstick.com/contacts/oloabcat.htm -- Russ Valentine [MVP-Outlook] "vinnieb" wrote in message ... I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like separting my contacts into groups, such as Clients, Business Vendors, Referral Sources, Third-Party Resources, etc. I often use sub-groups under the main group heading. In Outlook, I am not sure when to group contacts using Contact Folders or Categories. For that matter, what about using Address Books or Distribution Lists? Any advice on how to use these different features in organizing my contacts? |
#5
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![]() Her are some more infos about categories: http://www.vboffice.net/workshop.htm...showitem&pub=6 -- Best regards Michael Bauer - MVP Outlook Synchronize Color Categories & Ensure that Every Item Gets Categorized: http://www.vboffice.net/product.html?id=2006063&cmd=detail&lang=en&pub=6 Am Tue, 20 Nov 2007 06:26:00 -0800 schrieb vinnieb: I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like separting my contacts into groups, such as Clients, Business Vendors, Referral Sources, Third-Party Resources, etc. I often use sub-groups under the main group heading. In Outlook, I am not sure when to group contacts using Contact Folders or Categories. For that matter, what about using Address Books or Distribution Lists? Any advice on how to use these different features in organizing my contacts? |
#6
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Michael - Thanks. Another very useful resource (and the guy how wrote it is
a genius!). I'll dig through it. Happy Thanksgiving. "Michael Bauer [MVP - Outlook]" wrote: Her are some more infos about categories: http://www.vboffice.net/workshop.htm...showitem&pub=6 -- Best regards Michael Bauer - MVP Outlook Synchronize Color Categories & Ensure that Every Item Gets Categorized: http://www.vboffice.net/product.html?id=2006063&cmd=detail&lang=en&pub=6 Am Tue, 20 Nov 2007 06:26:00 -0800 schrieb vinnieb: I am converting from ACT! 2006 (v.8.0) to Outlook 2002 (XP). I like separting my contacts into groups, such as Clients, Business Vendors, Referral Sources, Third-Party Resources, etc. I often use sub-groups under the main group heading. In Outlook, I am not sure when to group contacts using Contact Folders or Categories. For that matter, what about using Address Books or Distribution Lists? Any advice on how to use these different features in organizing my contacts? |
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