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You can use categories in Business Contact Manager for Outlook to keep track of your Accounts (Account: A business or organization with which you do business. If a service is being provided, such as dental or medical, an Account can also be a customer.), Business Contacts (Business Contact: A person with whom you do business at a company or organization.), Opportunities (Opportunity: The chance to sell your products or services to an Account or Business Contact.), and Business Projects (Business Project: A project that is created in Business Contact Manager for Outlook. A Business Project is made up of one or several project tasks.) in meaningful ways related to your business interactions with them. You can add or delete categories at any time. You can create as many more categories as you need, and you can assign multiple color categories to records.

To add, edit, rename or delete categories

1. In Outlook, on the Edit menu, point to Categorize, and then click All Categories.

    Tip   If the Categorize command is not available, in the Navigation Pane, under Business Contact Manager, click Accounts, Business Contacts, Opportunities, or Business Projects.

2. Do one of the following:

   Add a category

   1. In the Color Categories dialog box, click New.
   2. In the Add New Category dialog box, in the Name box, type a name for the category.
   3. Click a color to assign to the category.

      Optionally, in the Shortcut Key list, click a shortcut key for the new category.

   4. Click OK to close the dialog box.

   Edit, or rename a category

   1. In the Color Categories dialog box, click the category name, and then click Rename.
   2. Type a different name for the category.
   3. Under Color, click the arrow, and then click another color for the category.
   4. Click OK to close the dialog box.

   Delete a category

   1. In the Color Categories dialog box, click the check box of the category that you want to delete, and then click Delete.
   2. Click OK.

       Note   Account, Business Contact, Opportunity, and Business Project records retain their category assignments, so you can continue to find, sort, filter, or group them by deleted categories.