The objective of Categorize Plus is to provide a means for categorizing,
filtering and searching Outlook items so that information can be found quickly
with the fewest possible keystrokes. This is accomplished by employing
drop down menus that contain category, filter and search criteria in the form of
a selectable Menu Hierarchy. There are three
possible Categorize Plus menus that can be installed in the Categorize Plus
Toolbar. These include the Categorize Menu, the Filter Menu and the
Search Menu.
The Categorize and Filter Menus are installed when using both Outlook 2003
and 2007, while the Search Menu is installed only when using Outlook 2007.
The Categorize Menu is used to categorize Outlook items, while the Filter and
Search menus are used to filter and search Outlook items using a wide range
of filter and search criteria. Default Menu Items Immediately after installing Categorize Plus in Outlook, the Categorize
Plus menus only contain the default menu items. The default menu items
include tools for customizing Categorizing Plus along with a Standard Filters Menu and
Standard Searches
Menu that can be used immediately to filter and search for Outlook
items. User Defined Menu
Items In addition, each Categorize Plus menu can be customized by adding user
defined Menu Items
that are used for categorizing, filtering and searching Outlook items.
These Menu Items are added to the menus by using the Categorize Plus Menu Builder. The Menu
Builder is a tool in Categorize Plus that is used for creating Menu Items
and for creating and modifying the Menu Hierarchy This menu
hierarchy can be used to create hierarchical combinations of Menu Items to
improve the efficiency of categorizing, filtering and searching Outlook
items. The illustration below shows the location of the command
used to open the Menu Builder. Additional Information Regarding
Categorize Plus Menus
- Menu Builder explains how to add Menu Items to the Categorize Plus menus and how to create and modify the Menu Hierarchy.
- Menu Items explains the four different types of Menu Items that are used in Categorize Plus.
- Menu Hierarchy explains the difference between a Standard Menu Hierarchy and a Group Menu Hierarchy and provides examples of how to use these menu hierarchies to categorize, filter and search Outlook items.
- Categorize Plus Toolbar explains the different elements of the Categorize Plus toolbar that contains the Categorize Plus menus.
Flash Tutorial for Building Custom
Menu Items
If you have an internet link, then select the
button below to view a flash tutorial that teaches how to create menu items and
how to use the newly created menu items to categorize, filter and search for
Outlook items.
Selecting the Menu Builder Command Button in the Categorize Menu
Copyright © 2008 - 2009 by Jon Zimmerman. Microsoft® and Outlook® are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries.