Sams Teach Yourself Microsoft Office Outlook 2003 in 24 Hours

Q&A

Q1:

I'd like to use Advanced Find to find everyone in my contacts who has a birthday coming up within the next three months. When I create the rule I think should work, it finds all birthdays, not just the upcoming ones.

A1:

Recurring appointments are difficult to filter because Outlook sees them as active all the time, not just once a year. If you use recurrence patterns and categories, you can perform this search using two rules, which you'll need to update as the months change:

Categories contains Birthday

Reoccurrence pattern contains June or July or August

You can use these criteria in a custom view filter; in fact, it might be better used as a custom view instead of Advanced Find.

Q2:

I like the new Outlook 2003 interface, but I am still trying to figure out how to create a search for all overdue task items.

A2:

My favorite Outlook feature will handle this for you. Because it's a task item, a custom view might work best:

  1. Select the Tasks folder and open the Define Views dialog using V iew, A rrange By, Current V iew, D efine Views. Select New, Table view and choose All Task Folders. Select OK and the Customize View dialog opens.

  2. Select Fi l ter to open the Filter dialog.

  3. On the Advanced tab, select F i eld, Frequently-Used Fields, Due By. The Use C ondition equals on or before and Value equals today .

  4. To restrict it to tasks not finished, select Complete from the All Task fields menu; the C ondition is equals and the Val u e is No . Choose A d d to List.

Your view is fished. Use the Views toolbar to switch between this and other views on your folder.

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