Menu Hierarchy

Similar to Outlook folders, Categorize Plus menus can be organized into a hierarchy. In addition, while Outlook folders are limited to placing each Outlook item into a single folder, Categorize Plus will categorize, filter and search Outlook items based on many different combinations of the menu hierarchy. For example, if a single Outlook item deals with multiple subjects that span more than one folder, Categorize Plus can categorize the item with multiple categories and then arrange these categories into a menu hierarchy. This menu hierarchy can then be used to filter and search Outlook views allowing the user to view the information in a variety of ways. This provides maximum flexibility when categorizing and organizing information within Outlook.

Menu Hierarchical Structures

There are two basic hierarchical structures that are used when designing the menu hierarchy. Each structure produces different results when selecting Categorize Plus Menu Items from the Categorize Menu, the Filter Menu and the Search Menu. Please refer to the following help topics for additional information.

Standard Menu Hierarchy is used to categorize, filter and search Outlook items based on combinations of Categorize Plus Menu Item criteria. A Standard Menu Hierarchy is created whenever Menu Items are positioned as children of other Menu Items and the parent Menu Item's criteria IS NOT Blank.

Group Menu Hierarchy is used to group multiple Categorize Plus Menu Items together under a single item in the menu hierarchy. When group Menu Items are used to categorize, filter and search Outlook items, then each of the group's children are included in the operation. A Group Menu Hierarchy is created whenever Menu Items are positioned as children of other Menu Items and the parent Menu Item's criteria IS Blank.

To learn more regarding Menu Items and how they are used in Categorize Plus, then please refer to the Menu Items help topic. For information regarding the criteria field used with Categorize Plus Menu Items, then please refer to the Entering Menu Criteria help topic. For information on how to create Categorize Plus Menu Items and add them to the Menu Hierarchy, then please refer to the Building Menus help topic.