I have a client who keeps all their company contacts in a public folder. They want to be able to set up categories that are universal to all users; however, Outlook only seems to allow profile-specific categories. So if user A categorizes a contact as 'Northwest Region', user B can not filter by that category unless he creates the category and categorizes the same contact. How can I make the categories and categorization universal?
Steve Jensen wrote: > I have a client who keeps all their company contacts in a public > folder. > They want to be able to set up categories that are universal to all > users; however, Outlook only seems to allow profile-specific > categories. So if user A categorizes a contact as 'Northwest > Region', user B can not filter by that category unless he creates the > category and categorizes the same contact. Nope, not true. The category lives with the item to which it was applied, even if it doesn't show up in the other users' master category lists. Try & see. > > How can I make the categories and categorization universal? See http://www.slipstick.com/outlook/olcat.asp - has more info. ...I know this third party software works pretty well to keep them in sync if you need to: http://www.codetwo.com/pages/freeware/catman.php
Yes, the categories assigned stay with the item, but the master list does not. Importing and exporting registry keys is a pretty scary way of doing it. Putting a list in a custom form requires modifying the code in the form every time the category list changes. These are not great solutions if the category list changes frequently. "Lanwench [MVP - Exchange]" wrote: > Steve Jensen wrote: > > I have a client who keeps all their company contacts in a public > > folder. > > They want to be able to set up categories that are universal to all > > users; however, Outlook only seems to allow profile-specific > > categories. So if user A categorizes a contact as 'Northwest > > Region', user B can not filter by that category unless he creates the > > category and categorizes the same contact. > > Nope, not true. The category lives with the item to which it was applied, > even if it doesn't show up in the other users' master category lists. Try & > see. > > > > How can I make the categories and categorization universal? > > See http://www.slipstick.com/outlook/olcat.asp - has more info. > > ....I know this third party software works pretty well to keep them in sync > if you need to: > > http://www.codetwo.com/pages/freeware/catman.php > > >
Steve Jensen wrote: > Yes, the categories assigned stay with the item, but the master list > does not. Importing and exporting registry keys is a pretty scary > way of doing it. Putting a list in a custom form requires modifying > the code in the form every time the category list changes. These are > not great solutions if the category list changes frequently. Right. Check out the links I posted, if it's very important to you that the master category list sync. It doesn't have to - it's actually not relevant - but if it makes it easier for everyone to manage these contacts in an organized fashion, the code2 thing works well. > > "Lanwench [MVP - Exchange]" wrote: > >> Steve Jensen wrote: >>> I have a client who keeps all their company contacts in a public >>> folder. >>> They want to be able to set up categories that are universal to all >>> users; however, Outlook only seems to allow profile-specific >>> categories. So if user A categorizes a contact as 'Northwest >>> Region', user B can not filter by that category unless he creates >>> the category and categorizes the same contact. >> >> Nope, not true. The category lives with the item to which it was >> applied, even if it doesn't show up in the other users' master >> category lists. Try & see. >>> >>> How can I make the categories and categorization universal? >> >> See http://www.slipstick.com/outlook/olcat.asp - has more info. >> >> ....I know this third party software works pretty well to keep them >> in sync if you need to: >> >> http://www.codetwo.com/pages/freeware/catman.php
