Introduction

Categorize Plus provides 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 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.

The Categorize and Filter Menus are installed when using either Outlook 2003 or 2007, while the Search Menu is available only when a compatible search engine is installed in Outlook. Categorize Plus is compatible with a variety of search engines including the Outlook 2007 Instant Search search engine, the Taglocity search engine, and the Lookeen search engine. If any of these search engines are detected, then the option to install the Search Menu will be enabled in Categorize Plus. The Outlook 2007 Instant Search search engine is available only in Outlook 2007 and comes pre-installed. The Taglocity and Lookeen search engines are available whenever the Taglocity or Lookeen add-ins are installed in Outlook. Both Taglocity and Lookeen are Outlook add-ins that are sold separately and both are compatible with Outlook 2003 and 2007. For more information regarding the use of these alternative search engines, then please refer to the Search Engines help topic.

Categorize Plus is available in a Free, Lite, Standard and Professional version. Please refer to the Feature Comparison for a complete list of features available in each version. The features explained in this help documentation only applies if the feature explained is available in the installed version of the software.

Help Topics that explain the features of Categorize Plus

Categorize Plus Toolbar contains the Categorize Menu, the Filter Menu and the Search Menu that are used to categorize, filter and search Outlook items.

Category Editor is a movable dockable window that is used to edit categories that are assigned to Outlook items.

Building Menus explains how to use the Categorize Plus Menu Builder to add user configurable Menu Items to the Categorize Plus Menu Hierarchy.

Categorize Plus in Outlook Items explains the features of the Categorize Plus Toolbar that is installed inside Outlook items.

Getting Started explains how to begin using Categorize Plus to manage Outlook items.