Options Available for Automatically Categorizing Outlook items

• Auto Categorize by Subject
  Auto Categorize by Subject provides five options for configuring Categorize Plus to automatically categorize Outlook items using the item's subject.  This option can be configured to automatically categorize Outlook items when these items are added to the default Inbox folder, the default Calendar folder, the default Task folder, the default Sent Items folder, or any other selected Outlook folder.  When this option is enabled, then whenever items are categorized using Categorize Plus, the item's categories and subject are saved in a database.  Then, when an item that has the same subject is added to one of the selected folders, then the item will be automatically categorized with the same categories.  There is also an option to set the length of time that subjects are saved in the database.  This option applies to all versions of Categorize Plus including the Free, Lite, Standard and Professional.

• Auto Erase Categories
  Auto Erase Categories provides two options to configure Categorize Plus to automatically erase categories assigned to Outlook items.  The item's categories can be automatically erased when either sending or receiving Outlook items.  This option applies to all versions of Categorize Plus including the Free, Lite, Standard and Professional.

• Auto Categorize by Folder Wizard
  The Auto Categorize by Folder Wizard is used to automatically categorize Outlook items that are contained in selected Outlook folders.  This wizard assists users in converting from using folders to using categories by automatically categorizing items using folder and sub-folder names.  This wizard also automatically creates Category Tag Menu Items in the Categorize Plus Menu Hierarchy such that the menu structure mirrors the Outlook folder hierarchy.  These Category Tag Menu Items will then be available for use in the Categorize Plus Categorize Menu, Filter Menu and Search Menu.  During this process, each Outlook item can also be copied to a single Outlook folder.  Locating all of the items into a single folder allows the folder to be easily filtered or searched using the newly created categories.  For more information on how to manually create Category Tag Menu Items and add them to the Categorize Plus Menu Hierarchy, then please refer to the Building Menus help topic.
  
  Note:  The Auto Categorize by Folder Wizard is only available in the Professional version of Categorize Plus.  Please refer to Feature Comparison for a complete list of features available in each version of Categorize Plus.

See Also

Categorize Plus Options | Toolbar Menus Options | Toolbar Combo Boxes Options | Other Settings | Building Menus | Feature Comparison