Categorize, Filter and Search

Immediately after the Categorize Plus add-in is installed in Microsoft^® Outlook^®, the Categorize Plus menus contain only the default menu items.  The default menus include the Categorize Plus Standard Filter Menu and the Categorize Plus Standard Search Menu.  Both menus are pre-configured with a wide selection of standard filter and search criteria.

In addition, the Categorize Plus menus can be customized by adding user defined menu items that are also used to categorize, filter and search Outlook items.  These menu items are created using a full featured Menu Builder and each menu item can be customized by adding user defined category, filter and search criteria.

Once created, these menu items are used to either categorize Outlook items or to add filter and search combo boxes to the Categorize Plus toolbar.  Depending on the menu item selected, these combo boxes either filter Outlook views or add search criteria to the Outlook 2007 Instant Search window.  In addition, each of these combo boxes can be easily combined using logical AND, OR and NOT conjunctions to create complex filter and search criteria.

The flash movie below demonstrates how to create menu items and how to use the newly created menu items to categorize, filter and search for Outlook items.