Categorize Plus Reference 
Menu Builder Fields

The Menu Builder includes six different fields for working with menu items.  Information regarding the use of each of these fields is provided below.  In addition, most of these fields can be repositioned simply by dragging to a new location, or they can be hidden or displayed by selecting the appropriate command as shown in the illustration below.  Also, the Field Chooser can be used to display a separate form for dragging fields between the Field Chooser and the Menu Builder to visually configure which fields are displayed.  Finally, the Apply to All Views command will apply the currently displayed fields and widths settings to all of the Menu Builder views including the Report View, the Explorer View and the Clipboard View.  Please refer to the Menu Builder Views help topic for information regarding the Report View and the Explorer View, or refer to the Menu Builder Clipboard help topic to learn more about the Menu Builder Clipboard.

Explanation of the different fields used in the Menu Builder:

  • Menu Item:  The menu item field displays the Categorize Plus Menu Hierarchy in a tree structure along with the menu caption and icon as it will appear in the Categorize Plus menus.
  • Caption: The text entered in the caption field is used by Categorize Plus to create the menu caption that is displayed in the Categorize Menu, the Filter Menu and the Search Menu. Please refer to the Entering Menu Captions help topic for more information regarding the caption field.
  • Criteria:  The text entered in the criteria field is used for categorizing Outlook items and for creating filters and searches that are used to find Outlook items.  Please refer to the Entering Menu Criteria help topic for more information regarding the criteria field.
  • Type:  There are four different types of menu items used in Categorize Plus.  These four menu types are referred to as Category Tag, Email Address, Custom Filter and Custom Search.  Each menu type serves a different purpose when categorizing, filtering and searching Outlook items.  Please refer to the Menu Items help topic for more information regarding the use of menu types in Categorize Plus.
  • Level:  The text displayed in the level field represents the depth of the menu item in the Menu Hierarchy.  The Categorize menu as displayed in the Fluent Ribbon used in Outlook Items in 2007 cannot exceed five menu levels due to a restriction imposed by Microsoft Office.  Therefore, the level field is useful to ensure that menu items do not exceed five menu levels in depth.
  • Sort:  The sort field is available for entering a custom sort order index.  Please refer to the Sorting Menu Items help topic for more information regarding using the sort field.


Displaying Fields in the Menu Builder when using Outlook 2007:

See Also

Menu Builder | Menu Items | Feature Comparison


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.