< Category Actions Settings Dialog

Categorize Plus Reference 
Category Actions Settings Dialog

The Category Action Settings dialog is used to specify when Category Actions are applied to Outlook items.  This dialog contains a "Default Settings" tab and a "Selected Action(s) Settings" tab.  The Default Settings tab is used to configure the default settings that will be initially applied to all newly created Category Actions.  The "Selected Action(s) Settings" tab is used to override the default settings for individual actions.

Settings that Define when Category Actions are Performed

  • Menu:  When using the Categorize Drop Down Menu
    Performs the actions on matching Outlook items whenever the Categorize Menu is used to categorize items.
    Note:  This option is only enabled when using the Professional version of Categorize Plus.
  • Editor:  When using the Category Editor
    Performs the actions on matching Outlook items whenever the Category Editor is used to categorize items.
  • Paste:  When Copying and Pasting Categories
    Performs the actions on matching Outlook items whenever Categorize Plus is used to Copy and Paste Categories.
  • Inside:  When Categorizing Inside Outlook items
    Performs the actions on matching Outlook items whenever the Categorize Menu is used from inside Outlook items.
    Note:  This option is only enabled when using the Professional version of Categorize Plus.
  • Close:  When Closing Outlook items
    Performs the actions on matching Outlook items whenever the item is closed.  It is important to note that the Close option is not activated when sending Outlook items.  Instead, please use the Send option describe below to create Category Actions that are activated when sending items.
  • Send:  When Sending Outlook items
    Performs the actions on matching Outlook items whenever the user presses the send button to send the item.
  • Inbox, Calendar, Task, Sent, Folders:  When Items Arrive in the Respective Outlook Folder
    Performs the actions on matching Outlook items whenever Categorize Plus Auto-Categorizes items added to the Inbox, Calendar, Task, Sent Items, or select folders.
  • Manual:  When Applying Actions Manually
    Performs the actions on matching Outlook items whenever the "Apply Actions to Selected Item(s)" command is selected from the Category Editor Menu, or from the Tools sub-menu under the Categorize Menu.


Example of the Category Action Settings dialog:

See Also

Category Actions

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