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Folder Views

You can set up and save custom views of your Outlook folders. For example contact folders can be viewed as 'Contact Cards' - or in a table view (more like a spread sheet). Items can be sorted, filtered and grouped. Any of your standard or custom fields can be displayed.

First you should review the standard 'Views' which are built in to Outlook to determine which is closest to the view you want to achieve.

  • From the toolbar select: view / arrange by / current view.   ..and you will see a list of 10 or so standard views you can change between. The data is not changing - just the way you are choosing to view the data.
  • Different folder's have different views - so check how the options change when you select: view / arrange by / current view.  .. when viewing different folders.
    • Contact Folders have Address Cards and Table Views
    • Calendar Folders can be viewed by the day, week, month or as a list of entries

Once you have chosen a standard view to start from, you can modify it to create your new view.

  • Select your starting view in the required folder (i.e. of you want to create a table view, choose a table view as a starting view, not an 'Address cards' view)
  • Right Click in the Header of the view, or in some blank space within the body of the view.
  • Select the option 'Customize Current view'. You will now have seven further ways of formatting your custom view.

If you wish to save or publish your view, you will need to define or save your View through the 'Define Views' window.

  • Open the Define Views window by selecting from the toolbar: view / arrange by / current view / define views
  • Make a copy of the view you wish to change or publish. If your view is not shown in the list, you can copy the <current view settings> .
  • Save the Changes using a new name
  • If you want other people to be able to see your view, you can use the 'Publish' button. Note you can only publish forms if you have 'Owner' permissions for the folder concerned.

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