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University of Wyoming

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Categories

Categories can be used to help group contacts in an address book.  The default categories can be used or new categories can be added.

For example, categories can be used to identify members of an initiative team in the CES Address Book. Add the category for the initiative team to the master category list. Then use the category in the address book.

Master Category List

  1. Click Edit > Categories. The Categories window displays.
  2. Click the Master Category List button.
  3. Type the initiative team name in the New category field.
  4. Click the Add button.
  5. Click OK.
  6. The initiative team is included in the master category list.

Address Book Categories

  1. Open the address book.
  2. Double-click the person’s name.
  3. The Categories button is located in the lower right-hand corner. Click the button and check the applicable categories.  More than one category can be added. Click OK.
  4. Click Save and Close.

View the Address Book Categories

A categories view is available for the address book and is used to display contacts in groups.

  1. Click on the address book.
  2. Click View > Current View > By Category.
  3. Click the – sign to close a category.  Click the + sign to open a category.

Address Book Categories

Caution!

Categories are specific to the CES Address Book on each computer. In order to keep categories, changes are made manually.  Categories will be lost when a newer address book is imported into the current address book.

Ed.  02/2004 Updated 11/4/2005

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Updated 09/15/2006