When Categorize Plus is installed in Outlook 2007 items, then the Categorize
Plus Menu 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.
This is illustrated in the example shown below. For more information on
how to create Category Tag Menu Items and add them to the Categorize
Plus Menu, then please refer to the Building Menus help topic. The Categorize Plus Menu Group that is installed in the Fluent Ribbon also
contains 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 Menu 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 Menu, 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 Plus 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 Categorize Plus Installed in the
Outlook 2007 Fluent Ribbon:
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