Add, edit, or delete a category in Business Contact Manager

You can use categories in Business Contact Manager for Outlook to keep track of your Accounts, Business Contacts, Opportunities, and Business Projects in meaningful ways related to your business interactions with them. You can add or delete categories at any time. You can create as many more categories as you need, and you can assign multiple color categories to records.

To add, edit, rename or delete categories

  1. In Outlook, on the Edit menu, point to Categorize, and then click All Categories.

    Tip: If the Categorize command is not available, in the Navigation Pane, under Business Contact Manager, click Accounts, Business Contacts, Opportunities, or Business Projects.

  2. Do one of the following:

    Add a category

    1. In the Color Categories dialog box, click New.

    2. In the Add New Category dialog box, in the Name box, type a name for the category.

    3. Click a color to assign to the category.

      Optionally, in the Shortcut Key list, click a shortcut key for the new category.

    4. Click OK to close the dialog box.

    Edit, or rename a category

    1. In the Color Categories dialog box, click the category name, and then click Rename.

    2. Type a different name for the category.

    3. Under Color, click the arrow, and then click another color for the category.

    4. Click OK to close the dialog box.

    Delete a category

    1. In the Color Categories dialog box, click the check box of the category that you want to delete, and then click Delete.

    2. Click OK.

      Note: Account, Business Contact, Opportunity, and Business Project records retain their category assignments, so you can continue to find, sort, filter, or group them by deleted categories.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×