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Categorization of Emails using Outlook 2010 and Exchange 2010

Last Modified: 2013-03-08

I am about to migrate from Exchange 2003 (on SBS) to Exchange 2010 (probably on SBS 2011) and will also be updating our PC clients to Outlook 2010 (See Question ID 27788983).

As part of this migration, I would like to implement a categorisation system for incoming and outgoing emails, for subsequent cross-referencing /retrieval by category.

Note that I am NOT just looking for the Outlook 'out of the box' (red green blue...) system

Instead, emails will need perhaps 3 or 4 different categories e.g.:-

1) Company code
2) Project
3) Department
4) Retain until (date)
5) etc

The classifications correspond to fields/data held in our SQL server line-of-business application and will be 'dynamic'.

Ideally I want to use drop-down boxes populated with this SQL server data, to avoid user 'typos', probably sitting on the Ribbon when the user opens the email.

I'm reasonably  proficient in VBA and hope that somebody can point me in the direction of Outlook/Exchange metadata fields that I can use to store my classifications, together with code samples

Alternatively, is there a commercial offering that will do this for me or does anybody have a better suggestion as to how best to achieve this ?

As always, all input gratefully received.

Kind regards

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