Office Accelerator® Support

Save (or remove) Contact To (or from) a Category

Categories are used to help organize and partition your Office Accelerator contact data. To save a contact or list of contacts to a category, follow the direction below.

  1. Search for a contact or list of contacts.  To search for a contact, enter a portion on the contact name then click the |Search| button.  Your search result will appear within the |Current Search Result|.  Searching for a Contact
  2. From the |Contact| menu select |Save (or remove) Contact to (from) a Category|.  From the |Save to Category| dialog box, select which contacts you would like to save or remove from a category.  You can save or remove the entire search result, checked contacts, or the highlighted contact. Select Category Action
    • Save to New Top Level Category: Will prompt to enter a new top level category name and will create a new top level category.  Contact(s) will be save to this new top level category.
    • Save to a New Category: Will prompt to enter a new subcategory name and will create the new subcategory under the selected top level category and add the contact(s) to the new subcategory. 
    • Add to the Selected Category: Will add contacts(s) to selected category.
    • Replace the Selected Category: Will replace all contents within the category with new contact(s)  (entire search result, checked or hightilghted contacts).  Any contacts previously in category will be removed from the category.  
    • Remove from the Selected Category: Will remove contact(s) from the selected category or subcategory.
  3. To search for contacts within a category, click the category drop down menu, select a category to search by and click the |Search| button. Search On Category