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Importing user-defined categories from excel into outlook- how?

Discussion in 'Business Applications' started by SarahL, Dec 12, 2011.

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  1. SarahL

    SarahL Thread Starter

    Joined:
    Dec 11, 2011
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    Hi there,
    I apologise if this has been covered before. I am planning on importing a large number of contacts from excel to outlook (both 2003).
    Because there are so many contacts I want to be able to categorize them beyond the default categories provided in outlook (company, job title etc) so that I can then sort them alphabetically, ctrl+shift those of the desired category and send out emails. E.g. say I want to add the category favourite pizza, and then I may want to sort the contacts to email everyone whose favourite pizza is (say) vegeterian.
    I have found two ways to add additional categories:
    1) via the user-defined fields (text based)
    2) Add an additional category to the master list (yes or no)
    drawbacks:
    1) I have not found a way to map these details to those in outlook, i.e. when trying to map I can't find the user-defined categories list anywhere (?)
    2) this DOES map but you "can't sort by categories" when looking at a phone-list view of contacts. It is also possibly prone to error as all the information is not under the same heading (e.g. favourite pizza vs listing a number of different pizzas)
    I don't think I explained that very well... but if it makes sense to anyone please help!
    Thanks very much :eek::eek:
     
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