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#1
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I'm trying to create sub-categories for my contacts in Outlook 2007.
For example, the main category would be "Vendors" and then the sub-categories would be carpet, paint, drywall, etc. I realize that I can create categories like - "Vendors - Carpet" but then my category list would be incredibly large. I have a lot of categories and sub-categories. One idea I had is to create a user-defined field with a drop-down menu, but I can only select one item in that list. Some of my contacts fit into more than one category and sub-category. For example, I like to flag my past clients, and have them on a particular newsletter list, and also flag them as a carpet cleaner. 1. Is there a way to select more than one item in a drop down list? 2. Is there another way to do sub-categories apart from the category list, but still be able to sort on it? |
#2
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Making new fields in Contacts can be very useful.
Maybe a Yes/No field for "Vendor" would work. Then you can do a double grouping by using the Group By Box. Drag Vendor and Category into the Group By Box. One of those groups will be just what you want to find. The Group By Box is on the Advanced Toolbar. Regards Judy "bsharp" wrote: I'm trying to create sub-categories for my contacts in Outlook 2007. For example, the main category would be "Vendors" and then the sub-categories would be carpet, paint, drywall, etc. I realize that I can create categories like - "Vendors - Carpet" but then my category list would be incredibly large. I have a lot of categories and sub-categories. One idea I had is to create a user-defined field with a drop-down menu, but I can only select one item in that list. Some of my contacts fit into more than one category and sub-category. For example, I like to flag my past clients, and have them on a particular newsletter list, and also flag them as a carpet cleaner. 1. Is there a way to select more than one item in a drop down list? 2. Is there another way to do sub-categories apart from the category list, but still be able to sort on it? |
#3
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Thanks, I appreciate the effort.
I tried that, but it wasn't quite what I was looking for. I can do it if I could select more than one item in a user-defined drop-down list. Is that possible? At the moment I've added several drop-down lists of more contact types, but whenever I hit one that might have a duplicate with another entry, I have to start another drop-down list. For example, I'd like to flag someone as a past client, and as a newsletter. But I can't choose both of these in a drop-down list. And I don't want all these in my categories list. "Judy Gleeson MVP Outlook" wrote: Making new fields in Contacts can be very useful. Maybe a Yes/No field for "Vendor" would work. Then you can do a double grouping by using the Group By Box. Drag Vendor and Category into the Group By Box. One of those groups will be just what you want to find. The Group By Box is on the Advanced Toolbar. Regards Judy "bsharp" wrote: I'm trying to create sub-categories for my contacts in Outlook 2007. For example, the main category would be "Vendors" and then the sub-categories would be carpet, paint, drywall, etc. I realize that I can create categories like - "Vendors - Carpet" but then my category list would be incredibly large. I have a lot of categories and sub-categories. One idea I had is to create a user-defined field with a drop-down menu, but I can only select one item in that list. Some of my contacts fit into more than one category and sub-category. For example, I like to flag my past clients, and have them on a particular newsletter list, and also flag them as a carpet cleaner. 1. Is there a way to select more than one item in a drop down list? 2. Is there another way to do sub-categories apart from the category list, but still be able to sort on it? |
#4
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I think you haven't made a multivalued field. Try the forms design
Newsgroup for guidance. Judy "bsharp" wrote: Thanks, I appreciate the effort. I tried that, but it wasn't quite what I was looking for. I can do it if I could select more than one item in a user-defined drop-down list. Is that possible? At the moment I've added several drop-down lists of more contact types, but whenever I hit one that might have a duplicate with another entry, I have to start another drop-down list. For example, I'd like to flag someone as a past client, and as a newsletter. But I can't choose both of these in a drop-down list. And I don't want all these in my categories list. "Judy Gleeson MVP Outlook" wrote: Making new fields in Contacts can be very useful. Maybe a Yes/No field for "Vendor" would work. Then you can do a double grouping by using the Group By Box. Drag Vendor and Category into the Group By Box. One of those groups will be just what you want to find. The Group By Box is on the Advanced Toolbar. Regards Judy "bsharp" wrote: I'm trying to create sub-categories for my contacts in Outlook 2007. For example, the main category would be "Vendors" and then the sub-categories would be carpet, paint, drywall, etc. I realize that I can create categories like - "Vendors - Carpet" but then my category list would be incredibly large. I have a lot of categories and sub-categories. One idea I had is to create a user-defined field with a drop-down menu, but I can only select one item in that list. Some of my contacts fit into more than one category and sub-category. For example, I like to flag my past clients, and have them on a particular newsletter list, and also flag them as a carpet cleaner. 1. Is there a way to select more than one item in a drop down list? 2. Is there another way to do sub-categories apart from the category list, but still be able to sort on it? |
#5
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Thanks, where would I find that newsgroup? I poked around but I kept finding
discussions about Access. "Judy Gleeson MVP Outlook" wrote: I think you haven't made a multivalued field. Try the forms design Newsgroup for guidance. Judy "bsharp" wrote: Thanks, I appreciate the effort. I tried that, but it wasn't quite what I was looking for. I can do it if I could select more than one item in a user-defined drop-down list. Is that possible? At the moment I've added several drop-down lists of more contact types, but whenever I hit one that might have a duplicate with another entry, I have to start another drop-down list. For example, I'd like to flag someone as a past client, and as a newsletter. But I can't choose both of these in a drop-down list. And I don't want all these in my categories list. "Judy Gleeson MVP Outlook" wrote: Making new fields in Contacts can be very useful. Maybe a Yes/No field for "Vendor" would work. Then you can do a double grouping by using the Group By Box. Drag Vendor and Category into the Group By Box. One of those groups will be just what you want to find. The Group By Box is on the Advanced Toolbar. Regards Judy "bsharp" wrote: I'm trying to create sub-categories for my contacts in Outlook 2007. For example, the main category would be "Vendors" and then the sub-categories would be carpet, paint, drywall, etc. I realize that I can create categories like - "Vendors - Carpet" but then my category list would be incredibly large. I have a lot of categories and sub-categories. One idea I had is to create a user-defined field with a drop-down menu, but I can only select one item in that list. Some of my contacts fit into more than one category and sub-category. For example, I like to flag my past clients, and have them on a particular newsletter list, and also flag them as a carpet cleaner. 1. Is there a way to select more than one item in a drop down list? 2. Is there another way to do sub-categories apart from the category list, but still be able to sort on it? |
#6
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bsharp wrote:
Thanks, where would I find that newsgroup? I poked around but I kept finding discussions about Access. microsoft.public.outlook.program_forms -- Brian Tillman [MVP-Outlook] |
#7
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I found the newsgroup you mentioned, and I have searched on several different
variations of multivalued, multi-value, multi-valued, etc. and I can't find any info on how to create them? Is there another topic I should be searching on? "Judy Gleeson MVP Outlook" wrote: I think you haven't made a multivalued field. Try the forms design Newsgroup for guidance. Judy "bsharp" wrote: Thanks, I appreciate the effort. I tried that, but it wasn't quite what I was looking for. I can do it if I could select more than one item in a user-defined drop-down list. Is that possible? At the moment I've added several drop-down lists of more contact types, but whenever I hit one that might have a duplicate with another entry, I have to start another drop-down list. For example, I'd like to flag someone as a past client, and as a newsletter. But I can't choose both of these in a drop-down list. And I don't want all these in my categories list. "Judy Gleeson MVP Outlook" wrote: Making new fields in Contacts can be very useful. Maybe a Yes/No field for "Vendor" would work. Then you can do a double grouping by using the Group By Box. Drag Vendor and Category into the Group By Box. One of those groups will be just what you want to find. The Group By Box is on the Advanced Toolbar. Regards Judy "bsharp" wrote: I'm trying to create sub-categories for my contacts in Outlook 2007. For example, the main category would be "Vendors" and then the sub-categories would be carpet, paint, drywall, etc. I realize that I can create categories like - "Vendors - Carpet" but then my category list would be incredibly large. I have a lot of categories and sub-categories. One idea I had is to create a user-defined field with a drop-down menu, but I can only select one item in that list. Some of my contacts fit into more than one category and sub-category. For example, I like to flag my past clients, and have them on a particular newsletter list, and also flag them as a carpet cleaner. 1. Is there a way to select more than one item in a drop down list? 2. Is there another way to do sub-categories apart from the category list, but still be able to sort on it? |
#8
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![]() Unfortunately, Outlook cannot group by more than one multivalue field. bsharp, I think there's no workaround for sub-categories except the one you already know. If your list is too large you might try Category Manager: It gives you all categories in a sidebar, which you can size yourself. Additionally, you can filter the category list. See the link in my signature for a demo and more details. -- 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 Mon, 26 Nov 2007 17:30:00 -0800 schrieb Judy Gleeson MVP Outlook: Making new fields in Contacts can be very useful. Maybe a Yes/No field for "Vendor" would work. Then you can do a double grouping by using the Group By Box. Drag Vendor and Category into the Group By Box. One of those groups will be just what you want to find. The Group By Box is on the Advanced Toolbar. Regards Judy "bsharp" wrote: I'm trying to create sub-categories for my contacts in Outlook 2007. For example, the main category would be "Vendors" and then the sub-categories would be carpet, paint, drywall, etc. I realize that I can create categories like - "Vendors - Carpet" but then my category list would be incredibly large. I have a lot of categories and sub-categories. One idea I had is to create a user-defined field with a drop-down menu, but I can only select one item in that list. Some of my contacts fit into more than one category and sub-category. For example, I like to flag my past clients, and have them on a particular newsletter list, and also flag them as a carpet cleaner. 1. Is there a way to select more than one item in a drop down list? 2. Is there another way to do sub-categories apart from the category list, but still be able to sort on it? |
#9
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Thanks, I may have to go that route.
"Michael Bauer [MVP - Outlook]" wrote: Unfortunately, Outlook cannot group by more than one multivalue field. bsharp, I think there's no workaround for sub-categories except the one you already know. If your list is too large you might try Category Manager: It gives you all categories in a sidebar, which you can size yourself. Additionally, you can filter the category list. See the link in my signature for a demo and more details. -- 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 Mon, 26 Nov 2007 17:30:00 -0800 schrieb Judy Gleeson MVP Outlook: Making new fields in Contacts can be very useful. Maybe a Yes/No field for "Vendor" would work. Then you can do a double grouping by using the Group By Box. Drag Vendor and Category into the Group By Box. One of those groups will be just what you want to find. The Group By Box is on the Advanced Toolbar. Regards Judy "bsharp" wrote: I'm trying to create sub-categories for my contacts in Outlook 2007. For example, the main category would be "Vendors" and then the sub-categories would be carpet, paint, drywall, etc. I realize that I can create categories like - "Vendors - Carpet" but then my category list would be incredibly large. I have a lot of categories and sub-categories. One idea I had is to create a user-defined field with a drop-down menu, but I can only select one item in that list. Some of my contacts fit into more than one category and sub-category. For example, I like to flag my past clients, and have them on a particular newsletter list, and also flag them as a carpet cleaner. 1. Is there a way to select more than one item in a drop down list? 2. Is there another way to do sub-categories apart from the category list, but still be able to sort on it? |
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