Chapter 6. Color Your World with Categories
In This Chapter
Discovering the power of categories
Creating and editing categories
Workingwith categories
Categories are a pervasive part of BCM. Categories span the different data types (contacts, accounts, opportunities, projects, tasks, and appointments) and are easily assignable from the Ribbon. Items can belong to multiple categories and show up in your lists and views in multiple places. In this chapter, we explain why categories are so powerful and show you how to create new categories (or edit existing ones) and assign them to your BCM records.
Understanding the Power of Categories
Most of you rely on paper folders to keep yourself organized. And you probably create catchy labels such as Taxes and Insurance to help sort all of your stuff. Occasionally, however, you run into an overlap. For example, you might wonder if your car insurance paperwork belongs in the Car folder or Insurance folder.
In Outlook and BCM, unlike in the paper folder example, items can belong to multiple categories and show up in your lists and views in multiple places. If you diligently assign categories to your data, you can find, sort, and filter your information quickly and easily. This, in turn, means that you work more efficiently, which means you'll have more time for the fun stuff in life.
You might want to start by separating your contacts into designations such as Friend, Enemy, Customer, Vendor, and Really Important Guy. You might then start to organize ...
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