Subtract, Replace or Append Categories

Category Combo Boxes can be used to Remove, Replace or Append categories to Outlook items. Command options for performing these operations are shown in the illustration below.

Note: If the Categorize Menu is not configured to add Category Combo Boxes to the toolbar, then the commands explained in this help topic will not appear in the Categorize Menu. If this is the case, then the option to add category combo boxes will need to be enabled before these commands will appear. Please refer to the Categorize Menu help topic to learn how to enable this option.

Note: If no Category Combo Boxes are visible in the Categorize Plus Toolbar, then the commands explained in this help topic will not be enabled. If this is the case, then please refer to the additional information below to learn how to identify or add Category Combo Boxes to the toolbar.

Subtract Categories by Selection

To subtract categories for selected Outlook items, then choose the Subtract Categories by Selection command from the Categorize Menu as shown in the illustration below. Categorize Plus will first read the categories that are contained in the criteria field of each of the Category Tag Menu Items that are associated with each of the currently displayed Category Combo Boxes. Categorize Plus will then subtract these categories from the categories contained in each of the currently selected Outlook items.

Subtract, Replace or Append Categories by Folder

To subtract, replace or append categories for all items contained in a specific Outlook folder, then choose either the Subtract Categories by Folder, the Replace Categories by Folder, or the Append Categories by Folder command from the Categorize Menu. Examples of these commands are also shown in the illustration below. Same as the Subtract Categories by Selection command, Categorize Plus will also read the categories that are contained in the criteria field of each of the Category Tag Menu Items that are associated with each of the currently displayed Category Combo Boxes. Categorize Plus will then present a Select Folder dialog that will allow the user to select which folder to process. Categorize Plus will then subtract, replace or append each menu item's categories to every Outlook item contained in the selected folder.

Additional information that applies to this Help Topic

Learn how to identify or add Category Combo Boxes
Since the commands explained in this help topic require the use of Category Combo Boxes, these commands will only be enabled if there are Category Combo Boxes displayed in the Categorize Plus Toolbar. Category Combo Boxes that are displayed in the toolbar are identified by the Remove Category Combo Boxes command button. Combo boxes just to the right of this command button are Category Combo Boxes. Please refer to the Category Combo Boxes help topic for more detailed information on identifying Category Combo Boxes. If there are no Category Combo Boxes currently displayed in the toolbar, then please refer to the Add Category Combo Boxes help topic to learn how to add Category Combo Boxes to the toolbar.
Learn more regarding Menu Item Criteria Fields
Each command explained in this help topic will use the categories entered in the criteria field of Category Tag Menu Items to modify the categories contained in 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 Category Tag Menu Items, then please refer to the Category Tag Criteria help topic.
Learn how Multi-Criteria Menu Items and Group Categorizations behave with the commands in this Help Topic
If the criteria field associated with a Category Tag Menu Item contains multiple categories separated by commas, then all of the categories within the single Category Tag will be applied when modifying the categories contained in Outlook items. Please refer to the Category Tag Criteria help topic for more information regarding multi-criteria Category Tags. In addition, categories contained in Outlook items can also be modified as part of a Group Menu Hierarchy. Please refer to the Group Categorizations help topic for more information regarding using group Category Tags to modify the categories of Outlook items.

Example of the Subtract, Replace and Append Categories Commands in Outlook 2007: