Sort and view records by category in Business Contact Manager

Categories help you manage Account, Business Contact, Opportunity, or Business Project records that are related but stored in different folders. A category is a word or phrase that you can add to a record that helps you find, sort, filter, or group records. In Business Contact Manager for Outlook, categories are indicated by a color bar at the top of a record.

View records sorted by categories

  1. On the Business Contact Manager menu, click Accounts, Business Contacts, Opportunities, or Business Projects.

  2. Do one of the following:

    • If the items are displayed in a list or table view, on the View menu, point to Arrange By, and then click Categories.

    • If the Address or Business card view is used to display Accounts or Business Contacts, on the the View menu, point to By Category.

Tip: You can view and print records from a category by creating a report, filtering the results for the category, and then printing the report. You can also send an e-mail message or create a mail-merge document for all the records in a category by adding the category name to the appropriate filter. For more information, see the following topics: About filtering records in Business Contact Manager; About Business Contact Manager reports.

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