When Categorize Plus is installed in Outlook 2003 items or in Outlook 2007
Note Items, then a Categorize Plus toolbar is installed inside the Outlook
item. An example of this toolbar is illustrated below.
This toolbar contains a Categorize Menu that can be used to categorize the
Outlook item simply by selecting a Category Tag Menu Item from the Menu
Hierarchy. When a Category Tag Menu Item is selected from the menu
hierarchy, then Categorize Plus reads the categories that are contained in the
criteria field of the selected Menu Item. Furthermore, Categorize Plus
will also read the categories in each of the parent Menu Items in the
multi-level menu hierarchy. Categorize Plus then uses these categories to
categorize the selected Outlook item. For more information on how to
create Category Tag Menu Items and add them to the Categorize Menu,
then please refer to the Building Menus help topic. In addition, each of the categories contained in the Outlook item are added
as a separate combo box to the item's Categorize Plus Toolbar. These combo
boxes can be easily removed by selecting the Remove option from the combo box drop down list.
Selecting this option will also remove the associated category
from the Outlook item. The toolbar also contains command options to
Copy and Paste categories between Outlook items and to
categorize items by selecting from a list of Recent
Categorizations. Tip: Pressing the Shift key while
categorizing will modify the default behavior to either append or replace
categories. The default behavior is configured using the Append or Replace with Shift Key option that is configured
under the Other
Settings tab in the Categorize Plus Options
dialog. Note: The Categorize Plus Toolbar will appear in the selected
Outlook item only if the option is enable to install the toolbar in the selected
Outlook item type. For information regarding how to select which Outlook
item types to install the Categorize Plus Toolbars, then please refer to
the Toolbar Menus Options help
topic. Additional information that applies to this Help
Topic See Also Categorize Plus in Outlook
Items | Building Menus | Menu Items | Menu Hierarchy | Feature
Comparison
The Categorize Menu uses the categories entered in the
criteria field of Category Tag Menu Items in order to categorize Outlook
items. To learn more regarding Category Tag Menu Items and how they are
used in Categorize Plus, then please refer to the Menu Items help topic. To learn how
to assign categories to the criteria field of a Category Tag Menu Item, then
please refer to the Category Tags Criteria help
topic.
When a Category Tag Menu Item is
selected from within a Standard Menu Hierarchy, then Categorize Plus reads the
categories in the selected Menu Item and in each of the parent Menu
Items. To learn more regarding how a Standard Menu hierarchy is used in
Categorize Plus, then please refer to the Standard Menu Hierarchy help
topic.
If the criteria field associated with a Category Tag
Menu Item contains multiple categories separated by commas, then the Menu Item
is treated as a multi-criteria Menu Item and all of the categories
contained in the Menu Item will be added to the Outlook item. Please
refer to the Category Tag Criteria help topic for more
information regarding multi-criteria Category Tags. In addition,
Outlook items can be categorized as part of a Group Menu
Hierarchy. Please refer to the Group Categorizations help topic for
more information regarding using Group Menu Hierarchies to categorize Outlook
items.
Example of a Categorize Plus
Toolbar Installed in an Outlook 2003 Item:
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