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Create a view where items show up in multiple groups

Posted on 2006-11-16
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Last Modified: 2010-04-08
Hello,

I'd like to create a view on a public folder that groups contacts by the Account field.  Easy enough.  But some contacts have multiple account reps.  This means that a contact with "John Doe" as the account rep shows up under the John Doe group, but a contact with "John Doe, Jane Doe" as the account reps doesn't show up in the John Doe group, just the John Doe, Jane Doe group.  I understand why - they appear as unique entries in the account field - but I see the functionality I'm looking for in the built in By Category view, which is also just a field with comma seperated values.

When you click the By Category view each group has only one category listed and if a contact has multiple categories associated, it shows up in each respective group.  Is there a way to do this with other fields (i.e. the Account field)?

Thanks,
Tim

p.s.  I'm using Outlook 2003 and Exchange 2003, if it makes a difference.
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Question by:timnorvel
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David Lee earned 500 total points
ID: 17962464
Greetings, timnorvel.

The problem is that Account is a text field whereas Categories is a keyword field.  The only way I can see to accomplish what you want is to create a custom form and add your own field, making sure it's a keyword field, for storing the accounts.

Cheers!
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by:timnorvel
ID: 17966718
Thanks BlueDevilFan.  That's the piece I needed - the fact that it's a keywork field.  I am actually in the process of making a custom form for our contacts, so I should be able to do that.

Thanks again,
Tim
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LVL 76

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by:David Lee
ID: 17967307
You're welcome, Tim.  Glad I was able to help out.
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