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Categories vs. Multiple Contacts Folders

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› Outlook › People › Categories vs. Multiple Contacts Folders

Last reviewed on January 31, 2014     12 Comments

You'll find some debate over which method is better for managing different types of contacts -- have more than one Contacts folder (Personal, Business, etc.) or use one Contacts folder with categories. There are pluses and minuses for both.

Personally, I use a combination. I have a couple of separate Contacts folders that use special forms, plus I make extensive use of categories in my main Contacts folder.

Multiple Contacts Folders

PlusesMinuses
  • Group different types of contacts separately in the Outlook Address Book
  • Use different forms for different types of contacts, each form specific to its folder
  • Easily export a set of contacts for use on another machine
  • Automatic journaling takes place only for the main Contacts folder
  • If a contact fits into two types (such as both Business and Personal), you may need to create duplicate entries.

One Contacts Folder, Multiple Categories

PlusesMinuses
  • Combine multiple categories into custom views for innumerable ways of looking at your Contacts
  • Automatic journaling for all Contacts
  • Cannot use Categories to select items for a Word mail merge, except in Outlook 2000
  • Cannot directly export a particular category; must copy to a separate folder first
  • Cannot use Categories to filter when using the Outlook Address Book

How to Create Additional Contact folders

To create additional Contact folders, right click on the Contact folder and choose New Folder. Enter a name for the folder.

If you don't want it to be the subfolder of the Contacts folder, select a different folder before clicking Ok.

Right click and choose New Folder Create new folder dialog

More Information

  • Enabling the Outlook Address Book and Contacts folder
  • Microsoft Outlook Categories
Categories vs. Multiple Contacts Folders was last modified: January 31st, 2014 by Diane Poremsky

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  • Enabling the Contacts Folder as an Address Book
  • Outlook and Exchange Distribution Lists
  • Display Public Folder and Other Contacts in the Address Book

About Diane Poremsky

A Microsoft Outlook Most Valuable Professional (MVP) since 1999, Diane is the author of several books, including Outlook 2013 Absolute Beginners Book. She also created video training CDs and online training classes for Microsoft Outlook. You can find her helping people online in Outlook Forums as well as in the Microsoft Answers and TechNet forums.

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Dina
December 23, 2014 11:43 am

Wondering if you could help? I am looking to categorize my bosses colors on his Mac, I am his admin and share his calendar. I have a PC. When I tried doing this a week ago, he had different colors with the same category name than what I have. The admin before him set up the colors and told me to go into his calendar categories if I need to change things. I did and he has different colors with the same category names, which through me off. My question: Is this a sync-able action when I go into his mac outlook calendar- categories, or is this something I need to change in his calendar and then go into my shared calendar version and change it in mine? I only can get his laptop for about 15 mins max (he's super busy), and would like to know before I start trying to fix it.

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Bob
July 19, 2014 7:55 am

I have been using categories extensively for many years and they suit me well. However when I decided to use outlook.com to sync my contacts i find that copying them from my outlook contacts it looses my categories whereas gmail uses them as Groups and happily syncs them with my Android.
Is there any way I can transfer my outlook contacts to outlook.com with categories?

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Diane Poremsky
Reply to  Bob
July 20, 2014 8:38 am

Outlook.com uses categories for groups but you need to create the groups in outlook.com, not in Outlook. The groups will sync down as categories but any changes made in outlook will remove the contact from the group online.

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Brad
April 4, 2014 3:37 pm

Is there a way to setup contact folders that then have more subfolders linked under that? For example, having a folder for Client contacts, but under that have another folder under that that is for a specific client, and then also below that client a break out for any number of multiple jobs we are doing for that client?

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Diane Poremsky
Reply to  Brad
April 4, 2014 4:54 pm

While you can have multiple contact folders, but the contacts in them aren't linked if they are in more than one folder. That's why it's better to use categories over folders.

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cfmagnan
January 31, 2014 9:22 pm

How do you set up multiple contact folders or address books in Outlook 2013

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Diane Poremsky
Reply to  cfmagnan
January 31, 2014 11:01 pm

Right click on the Contact folder and choose New Folder. Enter a name for the folder.

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nanners613
December 4, 2013 12:16 pm

Thank you, it was the "looking like two of them" that threw me. I am using categories. You are a big help; the only source that I have found that simplifies issues for those of us that are less than "techie".

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nanners613
December 3, 2013 10:31 am

My problem is a little different. I have finally got my contacts, almost 500, separated into several categories. I need to copy a few of these contacts into more than one category i.e. personal friends and school reunion. The contact data would be exactly the same so I don't want to duplicate, just have the contact appear in each category. Every instructioin I have located does not seem to track for me. My Outlook is 2010. You seem to have a way of explaining things simply for those of us who are not experts. Thanks,

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Diane Poremsky
Reply to  nanners613
December 4, 2013 11:56 am

Are you using categories or separate folders? If Categories, you can add as many categories to each item as you need. If you coach youth sports with your brother in law, you'd would assign the family category and also the coaches category to his contact. It's one contact - if you group by contacts, it will look like there are two for him, but it's really only one contact in two categories.

If you are using separate folders, you have no choice but to make duplicates of each contact.

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TJ
July 24, 2012 8:19 am

my computer crashed, total failure of hard drive, so I tried to bring in different contact lists off of 2 old computers and an android phone. Now I have 3 different contact lists and they are not really set up to be different....is there anyway to merge or import them all into one contact list?
thanks

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Diane Poremsky
Reply to  TJ
July 24, 2012 1:55 pm

Open one folder you want to remove, select all and drag to the folder you want to keep. Repeat with the other list. You should be asked about duplicates when you make the moves, but if not, there are duplicate remover tools you can use.

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