Outlook 2010, Categories, best way to filter contacts?

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nkee1229

I have an Outlook Contacts database with about 3,000 names. Of those, I consider about 600 of them to be my " core" contact. Is there tool in Outlook or any application/add-in that would allow me to categorize groups of contacts based on frequency of contact so that I don't have to go through them one-by-one, manually?

I thought about exporting my entire .pst email folder and opening that up in Excel, then doing a sort by date. Then, exporting my contacts as .csv files and doing a vlookup or linking those two tables somehow??? I'm guessing Access would be a better program to use b/c I could link the fields and do a simple query using the date of the email, but I'm not that familiar with Access... I'd be willing to learn, though, if I have a clearcut plan of action. At this point, I wouldn't know what to do with the data even after it's been sorted in Access (ie. how to get that back into Outlook in an organized manner).

Help!
 
R

Russ Valentine

What do you mean by the " frequency of contact?" What property were you proposing to use to indentify " core contacts?"

Exporting and importing through another file type just to rearrange or organize Contacts is genrally a bad idea. Outlook has plenty of ways to label or organize contacts once you can identify them without your losing the data you lose by exporting and importing.

Russ Valentine
 
N

nkee1229

Russ,

Thank you for taking the time to respond to my thread and dig deeper. I appreciate it. As for your question, I am trying to help my boss identify & categorize which contacts he has been corresponding with most often and which contacts have fallen off " the grid" . I was hoping there was some sort of a sneaky way to link his contacts to his emails and somehow " rate" his clientele based upon how often they actually correspond. Overly-ambitious, huh?...

Natalie
 
R

Russ Valentine

The only thing I can think of is to look at the Activities page in the Contact record, which will create a dynamic list of all email correspondence with the Contact in question. It is largely broken in Outlook 2010 but should still work for emails.Russ Valentine
 
N

nkee1229

Russ,

I'm not familiar with the Activities page. What do you mean by " largely broken" ? Is this activities feature available for Outlook 2003?
 
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Russ Valentine

In outlook 2007 and 2010, click on " Activities" in the Ribbon. In Outlook 2003 you'll find it as a separate Tab.Russ Valentine
 
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