In my discussion, Developing Brand Awareness through Outlook and NetSuite, I discussed the need to categorize Outlook contacts so they would be used to target in email campaign work once they sync with NetSuite.
A free tool that I found to be indispensable for producing the practice is called Categorize Plus. Outlook’s native Category Master list is buried in a pop-up window when you click the Categories buttion on an Outlook Form. While this works on a one-by-one basis, it is simply too cumbersome when you need to categorize a list of contacts (batch update contacts).
Categorize Plus docks a window of your master categories into Outlook. Anything selected within Outlook that can reference categories can now be tagged by quickly clicking relevant checkboxes. It works on multiple records at once and supports keyboard shortcut keys.
This tool makes it easy to assign or re-categorize a large number of items at one time.
Outlook Categorize Plus Function
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Marty Zigman
Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.
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