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Q: Sorting contacts in Outlook 2003 ( No Answer,   4 Comments )
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Subject: Sorting contacts in Outlook 2003
Category: Computers > Software
Asked by: jacobfrito-ga
List Price: $5.00
Posted: 17 Mar 2005 08:34 PST
Expires: 16 Apr 2005 09:34 PDT
Question ID: 496145
In Outlook 2003 I am viewing contacts grouped by category, an options
in View > Arrange By > Current View > By Category.  I want to further
sort by either Company or File As fields.  When I click on the field
name at top of the window, it sorts by that field, but also gets rid
of all category groupings.  How useless!  Outlook 2000 did not have
this issue.  Is there a fix?  Do I have a setting wrong?

Request for Question Clarification by websearcher-ga on 17 Mar 2005 08:52 PST
Hi jacobfrito:

I have Outlook 2003 on my system (though I don't actively use it). I
did some looking at the help for this product and found some
information that might be helpful.

Have you tried the "View" -> "Arrange By" -> "Custom" option within
the Contacts? It seems to allow you to choose a "Group By..." (in your
case, Categories), as well as subsequent "Sort..." options (e.g.,
"Sort Items by" = File As, "Then by" = Company).

I think, however, that if you are in the actual list of contacts and
select the field headings, that it will still sort the entire list by
that heading, without preserving your other sortings.

Give it a try and let us know whether it works for you or not. 

From the help file:

************************
Create a custom sort

On the View menu, point to Arrange By, point to Current View, and then
click a view (view: Views give you different ways to look at the same
information in a folder by putting it in different arrangements and
formats. There are standard views for each folder. You can also create
custom views.) that shows items in a table (table: A view type that
displays a list of items (rows) and their attributes (columns). Use
this view to display details about items. Table is the default view
type for Inbox and Tasks.), card, or an icon view type (view type: The
basic structure of a view. When you create a view, you must first
select one of five view types (table, timeline, day/week/month, card,
or icon) to determine how information will be arranged and formatted
in your new view.).
On the View menu, point to Arrange By, and then click Custom. 
Click Sort. 
In the Sort items by box, click a field (field: An element of a table
that contains a specific item of information, such as a last name. A
Title field might contain Mr. or Ms. Databases such as Microsoft SQL
Server refer to fields as columns.) to sort by. If the field you want
isn't in the Sort items by box, click a different field set in the
Select available fields from box.
If the field you sort by is the same as the field that items are
grouped (group: A set of items with one common attribute; for example,
priority or status. Also, to group is to combine items with a common
attribute under a shared heading in a table or on a timeline.) by,
Outlook sorts the group headings instead of the items within each
group. To sort the individual items in a group, click a field in the
Sort items by box that is different from the Group by field you have
chosen.

Click Ascending or Descending for the sort order. 
To sort by an additional field, click a field in the Then by box. 
*******************************

websearcher

Clarification of Question by jacobfrito-ga on 17 Mar 2005 09:30 PST
Yeah, I saw that option, and gave it a try.  It does not prevent the
problem, however.  When sorting by any field other than category, it
still erases the category groupings.  This was not the case in
previous versions, where the Category View was more "robust", for lack
of a better term.
Answer  
There is no answer at this time.

Comments  
Subject: Re: Sorting contacts in Outlook 2003
From: websearcher-ga on 17 Mar 2005 09:58 PST
 
Hi jacobfrito:

My feeling, based on my searching is that there is NO fix for this and
that you are, unfortunately out of luck. It can be very frustrating
how Microsoft (and other software companies) removes useful features
when designing new versions.

I hope someone else can find you a fix - but I am not hopeful. 

webseaarcher
Subject: Re: Sorting contacts in Outlook 2003
From: jacobfrito-ga on 17 Mar 2005 10:28 PST
 
Appreciate your candor.  Thanks.
Subject: Re: Sorting contacts in Outlook 2003
From: dreamboat-ga on 17 Mar 2005 15:18 PST
 
I think the only problem here is confusion on how relationships work.
It's often a problem when people are working on Access databases. It
is unlikely that you will have a FileAs name with multiple categories;
however, it's very likely that you'll have Categories with multiple
FileAs names. When we sort, we generally do so "in reverse". So you
would want to View-Arrange By-Custom and hit the Group By button.

To view as shown, choose to group first by Category, then by FileAs:

Category - Business
--John Wilson

Category - Holiday Cards
--John Wilson

To view as shown, choose to group first by FileAs, then by Category:

John Wilson
--Category - Business

John Wilson
--Category - Holiday

Also, consider viewing it collapsed (see bottom-right of the Group By
window). This way, I ony see one John Wilson with a + to the left of
his name. I click on the + and I see Business, with his contact record
under it, and also Holiday, then his contact record under that.
Subject: Re: Sorting contacts in Outlook 2003
From: sailor68-ga on 05 Apr 2005 09:11 PDT
 
I had a user at my office convert from Outlook 98 to 2003 and had the
same problem.  In outlook go to View>Arrange By>Current View then make
sure Catagory is checked.  Then proceed (using the same above listed
path) to Current View>Customize Current View.  A configuration box
will open labled Customize View: By Catagory.  Click the Radio button
labled Group By... The top level Group Itmes By box should show
Catagories.  The next level can be set to Companies or what ever you
desire.  Click OK twice, and hopefully this sets items as you desire. 
(The presumption is made that you were in a table fiew for your
contacts.)  You may also want to use the Sort By radio button in the
same Customize View: By Catagory configuration box.  I personally set
mine to view by catagory, and sort by company.

Actually OL2003 is more versital than OL98 or OL2000, but the controls
are somewhat different.

Good luck.

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