Outlook - Organizing Contacts

%3CLINGO-SUB%20id%3D%22lingo-sub-1834945%22%20slang%3D%22en-US%22%3EOutlook%20-%20Organizing%20Contacts%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1834945%22%20slang%3D%22en-US%22%3E%3CP%3EHi%2C%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI%20am%20looking%20for%20some%20help%20or%20suggestions%20in%20organizing%20my%20contacts.%26nbsp%3B%20I%20am%20a%20contractor%20and%20have%20four%20main%20Contact%20Types%20(Subcontractors%2C%20Vendors%2C%20Professionals%2C%20and%20Personal)%20each%20of%20these%20Contact%20Types%20then%20has%20sub-types%20specific%20to%20them%20underneath%20(see%20example%20below).%26nbsp%3B%20My%20current%20process%20is%20I%20have%20four%20folders%20for%20each%20of%20the%20Contact%20Types%2C%20then%20each%20contact%20has%20a%20Category%20assigned%20to%20it%20for%20the%20sub-types.%20%26nbsp%3BI%20then%20have%20a%20custom%20view%20in%20each%20folder%20that%20sorts%20them%20by%20Category.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EIdeally%2C%20I'd%20like%20to%20place%20all%20of%20the%20contacts%20in%20the%20main%20Contact%20folder%20and%20then%20organize%20them%20so%20that%20the%20folder%20looks%20like%20the%20below%20example%2C%20with%20the%20main%20Group%20and%20then%20a%20sub-group.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EDoes%20anybody%20have%20any%20suggestions%20or%20any%20other%20ideas%20you%20utilize%3F%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3ESubcontractors%3C%2FP%3E%3CUL%3E%3CLI%3EDrywall%3C%2FLI%3E%3CLI%3EElectrical%3C%2FLI%3E%3CLI%3EPlumber%3C%2FLI%3E%3C%2FUL%3E%3CP%3EVendor%3C%2FP%3E%3CUL%3E%3CLI%3EFlooring%3C%2FLI%3E%3CLI%3ELumber%3C%2FLI%3E%3CLI%3EConcrete%3C%2FLI%3E%3C%2FUL%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EProfessional%3C%2FP%3E%3CUL%3E%3CLI%3EStructural%20engineer%3C%2FLI%3E%3CLI%3EBuilding%20inspector%3C%2FLI%3E%3C%2FUL%3E%3CP%3EPersonal%3C%2FP%3E%3CUL%3E%3CLI%3EGood%20friends%3C%2FLI%3E%3CLI%3EFamily%3C%2FLI%3E%3C%2FUL%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-1834945%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EOffice%20365%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EOffice%20Apps%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E
Occasional Visitor

Hi,

 

I am looking for some help or suggestions in organizing my contacts.  I am a contractor and have four main Contact Types (Subcontractors, Vendors, Professionals, and Personal) each of these Contact Types then has sub-types specific to them underneath (see example below).  My current process is I have four folders for each of the Contact Types, then each contact has a Category assigned to it for the sub-types.  I then have a custom view in each folder that sorts them by Category.

 

Ideally, I'd like to place all of the contacts in the main Contact folder and then organize them so that the folder looks like the below example, with the main Group and then a sub-group.

 

Does anybody have any suggestions or any other ideas you utilize?

 

Subcontractors

  • Drywall
  • Electrical
  • Plumber

Vendor

  • Flooring
  • Lumber
  • Concrete

 

Professional

  • Structural engineer
  • Building inspector

Personal

  • Good friends
  • Family
0 Replies