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MS Office Forum / Outlook / General MS Outlook Questions / May 2008

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Outlook Contacts View and Contact Options

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SJMP - 16 May 2008 21:17 GMT
In contact options I have changed "Default "File As" order: to Company (Last,
First)

Then I go back into contact and it is still listed as Last, First.

Can someone please assist. I tried opening outlook with cleanviews switch
but that mdea no difference.
Russ Valentine [MVP-Outlook] - 16 May 2008 22:04 GMT
As expected and has always been the case. Setting only applies to new
Contacts. Existing Contacts are not affected.
Signature

Russ Valentine
[MVP-Outlook]

> In contact options I have changed "Default "File As" order: to Company
> (Last,
[quoted text clipped - 4 lines]
> Can someone please assist. I tried opening outlook with cleanviews switch
> but that mdea no difference.
SJMP - 16 May 2008 22:43 GMT
So I have to export, import the settings? I have always been able to change
this setting. I just did on anther users machine. Besides these WERE the
settings and somehow got reset. I was trying to put them back as the used to
be.

> As expected and has always been the case. Setting only applies to new
> Contacts. Existing Contacts are not affected.
[quoted text clipped - 6 lines]
> > Can someone please assist. I tried opening outlook with cleanviews switch
> > but that mdea no difference.
Russ Valentine [MVP-Outlook] - 16 May 2008 23:43 GMT
Incorrect. You have never been able to get these settings to apply to
existing Contacts. Resetting the "File As" field for existing Contacts
requires running code. Code samples have existed on the KB for years.
Signature

Russ Valentine
[MVP-Outlook]

> So I have to export, import the settings? I have always been able to
> change
[quoted text clipped - 14 lines]
>> > switch
>> > but that mdea no difference.
SJMP - 16 May 2008 23:48 GMT
Again - I am trying to get them to be view as the ALWAYS have. Something
happened which changed the view. So if you would be so kind as to explain
what I would have to do to run this code. A KB or some steps would be very
helpful. Do you have a helpful suggestion..... thanks

> Incorrect. You have never been able to get these settings to apply to
> existing Contacts. Resetting the "File As" field for existing Contacts
[quoted text clipped - 17 lines]
> >> > switch
> >> > but that mdea no difference.
Russ Valentine [MVP-Outlook] - 17 May 2008 02:37 GMT
"Again" you have provided no information. "Something happened" is supposed
to convey meaningful information to us? The code for changing the File As
field for existing Contacts is well documented in the KB. It discourages me
that you do not have the ability to use the KB and must ask us to do that
for you:
http://support.microsoft.com/default.aspx?scid=kb;en-us;291144&Product=ol2002

I doubt this is the actual source of the problem. I suspect there is more to
this story that you have failed convey or recognize. Please free to post an
accurate and complete description of the problem of those whom you are
trying to support.
Signature

Russ Valentine
[MVP-Outlook]

> Again - I am trying to get them to be view as the ALWAYS have. Something
> happened which changed the view. So if you would be so kind as to explain
[quoted text clipped - 25 lines]
>> >> > switch
>> >> > but that mdea no difference.
SJMP - 20 May 2008 18:27 GMT
I created the custom form as per KN 29144

Step 1 at the beginning of the KB File - New  - Mail Message - so I follow
the instructions to the T. But when I selec the form from Personal Forms
Library, I have a new email form. Which is correct since thats what I did in
step 1 - but I want to change the contacts. Can you elaborate on how to
complete this. When I try to use the new form, the "new mail message" comes
up - but how do I "Click the appropriate button to update the File AS Field"
- In part 4-e of the KB it has me click "Display this page" to hide the form
page......

> "Again" you have provided no information. "Something happened" is supposed
> to convey meaningful information to us? The code for changing the File As
[quoted text clipped - 36 lines]
> >> >> > switch
> >> >> > but that mdea no difference.
SJMP - 20 May 2008 19:24 GMT
Nevermind. I got it... Thanks that KB worked perfectly.

> "Again" you have provided no information. "Something happened" is supposed
> to convey meaningful information to us? The code for changing the File As
[quoted text clipped - 36 lines]
> >> >> > switch
> >> >> > but that mdea no difference.
Emily Lin - 21 May 2008 08:13 GMT
Hello SJMP,

I am glad to hear that the problem has been fixed. If you have any other questions or concerns, please do not hesitate to contact me. It is
always my pleasure to be of assistance.

Have a nice day!

Emily Lin,
Microsoft Online Partner Support

Get Secure! - www.microsoft.com/security
======================================================
When responding to posts, please "Reply to Group" via your newsreader so that others may learn and benefit from this issue.
======================================================
This posting is provided "AS IS" with no warranties, and confers no rights.

--------------------
>Thread-Topic: Outlook Contacts View and Contact Options
>thread-index: Aci6pq1w4RMDqIDmQIeNQ9uPQR0ZSQ==
>X-WBNR-Posting-Host: 207.46.19.197
>From: =?Utf-8?B?U0pNUA==?= <sjmp@newsgroup.nospam>
>References:  <EB6EE9B1-E812-49B3-ACE8-5CD32F953370@microsoft.com> <7DE4179D-301B-47F4-A349-E3FEBE5CDD70@microsoft.com>
<73743042-7868-4D63-B57E-281BFEF79789@microsoft.com> <04DD8C0E-6162-4A96-A862-55B0070E8078@microsoft.com> <B7701F1D-28C4-
4A1A-BCD9-CB02934EE8FA@microsoft.com> <801ED032-C7BE-4731-8ED8-7C0F90E58053@microsoft.com>
>Subject: Re: Outlook Contacts View and Contact Options
>Date: Tue, 20 May 2008 11:24:01 -0700
[quoted text clipped - 57 lines]
>> >> >> > switch
>> >> >> > but that mdea no difference.
Emily Lin - 19 May 2008 08:56 GMT
Hi SJMP,

Refer to the following information to see if it is helpful. I suppose you are using Outlook 2007. If you are
using other versions, change the steps accordingly or let me know.

#1 If you want to make the new created contacts as "File As": Company (Last, First), refer to the steps
below
===================================
1. In Outlook, click the Tools menu > Options.
2. In the Preferences tab, click Contacts Options.
3. In the field of "Default "File As" order: Company (Last, First).
4. Click OK, OK.
5. Restart Outlook to make the settings working.
6. Create a new Contact. Does the File As show 'Company (Last, First)'?

#2 If you want to change the existing contacts as "file as": Company (Last, First), refer to the KB 291144
which Russ suggested. I tested it in Outlook 2007. It works. I re-write the steps as below.
===================================
1.    In Outlook 2007, create a new Contact item.
2.    Click the Developer ribbon.
Note: If you cannot find the Developer ribbon, click the Office button > Editor Options > show Developer
tab in the ribbon > click OK.

3.    Click Design This Form.
4.    Click the (P.2) tab to go to a blank page on the form.
5.    Click Control Toolbox, click CommandButton, and then drag the button to the blank form page.

6.    Right-click the new button, click Properties, and then type cmdCompanyLastFirst in the Name
box.
7.    In the Caption box, type Company (Last, First), and then click OK.

8.    Click View Code to open the Script Editor.
9.    In the Script Editor, copy the following code:

*************************************************************
Option Explicit
Dim strSortBy

Sub cmdLastFirst_Click()
  strSortBy = "LastFirst"
  UpdateContacts
End Sub

Sub cmdFirstLast_Click()
  strSortBy = "FirstLast"
  UpdateContacts
End Sub

Sub cmdCompany_Click()
  strSortBy = "Company"
  UpdateContacts
End Sub

Sub cmdLastFirstCompany_Click()
  strSortBy = "Last, First (Company)"
  UpdateContacts
End Sub

Sub cmdCompanyLastFirst_Click()
  strSortBy = "Company (Last, First)"
  UpdateContacts
End Sub

Sub UpdateContacts()

  Dim CurFolder
  Dim MyItems
  Dim MyItem
  Dim NumItems, i

  ' Use whichever folder is currently selected
  Set CurFolder = Application.ActiveExplorer.CurrentFolder

  ' Make sure it's a contact folder
  If CurFolder.DefaultItemType = 2 Then
     MsgBox "This process may take some time. You will be " & _
     "notified when complete.", , "Contact Tools Message"
     Set MyItems = CurFolder.Items
     NumItems = MyItems.Count
     For i = 1 to NumItems
        Set MyItem = MyItems.Item(i)
        ' Make sure it's not a distribution list in the folder
        ' (really only applies to OL98 and OL2000)
        If TypeName(MyItem) = "ContactItem" Then
           Select Case strSortBy
              Case "LastFirst"
                 If MyItem.LastNameandFirstName <> "" Then
                    MyItem.FileAs = MyItem.LastNameandFirstName
                 Else
                    MyItem.FileAs = MyItem.CompanyName
                 End IF
              Case "FirstLast"
                 If MyItem.Subject <> "" Then
                    MyItem.FileAs = MyItem.Subject
                 Else
                    MyItem.FileAs = MyItem.CompanyName
                 End IF
              Case "Company"
                 If MyItem.CompanyName <> "" Then
                    MyItem.FileAs = MyItem.CompanyName
                 Else
                    MyItem.FileAs = MyItem.LastNameandFirstName
                 End IF
              Case "Last, First (Company)"
                 MyItem.FileAs = MyItem.LastNameAndFirstName
                 If MyItem.CompanyName <> "" Then
                    If MyItem.FileAs <> "" Then
                       MyItem.FileAs = MyItem.FileAs & " (" & _
                                       MyItem.CompanyName & ")"
                    Else
                       MyItem.FileAs = MyItem.FileAs & _
                                 MyItem.CompanyName
                    End If
                 End If
              Case "Company (Last, First)"
                 MyItem.FileAs = MyItem.CompanyName
                 If MyItem.LastNameandFirstName <> "" Then
                    If MyItem.FileAs <> "" Then
                       MyItem.FileAs = MyItem.FileAs & " (" & _
                              MyItem.LastNameAndFirstName & ")"
                    Else
                       MyItem.FileAs = MyItem.FileAs & _
                              MyItem.LastNameAndFirstName
                    End If
                 End If
           End Select
           MyItem.Save
        End If           ' check TypeName
     Next
     MsgBox "Finished updating contacts."
  Else
     MsgBox "The current folder must be a contacts folder."
  End If                 ' check contacts folder

  Set MyItem = Nothing
  Set MyItems = Nothing
  Set CurFolder = Nothing

End Sub

*************************************************************

10.    Click File > close to close the script window.

11.    Click 'Publish Form As'. Save it as Test to the folder 'Personal Forms Library'. Click Publish.
12.    Close the new contact window and choose No to not save it.

13.    And then, go to the Contacts folder which you want to change the File As field.
14.    Click the File menu > New > Choose Form > choose the Test in the folder 'Personal Forms
Library', click OK.
15.    Click P.2 in the toolbar > click the button "cmdCompanyLastFirst" > click OK, OK when you get
the prompt about "this process may take some time¡­".
When it finishes, the contacts items in this contacts folder should be changed "file as" as "company (last,
first)".

What is the result?

If the above information doesn't address your concerns, if you don't mind, please send the contacts to me
and I will change it for you. My Email address is v-emilin@microsoft.com. Following is the key steps
about how to send the contacts to me.
===========
1.    In your Contacts folder, press Ctrl+A to choose all and then drag them to a empty folder (such as
D:\Contacts\).
2.    Compress the D:\Contacts\ folder as a *.zip file. Send the *.zip file to me.
3.    I will convert the contacts for you and then send it back to you.
4.    You can empty the Outlook Contacts folder and then drag the contact items from *.zip back to
Outlook Contacts.

If anything is unclear or if you have any other concerns, please don't hesitate to contact me.

Regards,

Emily Lin

Microsoft Online Partner Support
Get Secure! - www.microsoft.com/security
====================================================
When responding to posts, please "Reply to Group" via your newsreader so that others may learn and
benefit from your issue.
====================================================
This posting is provided "AS IS" with no warranties, and confers no rights.

--------------------
>Thread-Topic: Outlook Contacts View and Contact Options
>thread-index: Aci3puUSdky7ilrlRe6LXtqOIVFIQQ==
>X-WBNR-Posting-Host: 207.46.19.168
>From: =?Utf-8?B?U0pNUA==?= <sjmp@newsgroup.nospam>
>References:  <EB6EE9B1-E812-49B3-ACE8-5CD32F953370@microsoft.com> <7DE4179D-301B-47F4-
A349-E3FEBE5CDD70@microsoft.com> <73743042-7868-4D63-B57E-281BFEF79789@microsoft.com>
<04DD8C0E-6162-4A96-A862-55B0070E8078@microsoft.com>
>Subject: Re: Outlook Contacts View and Contact Options
>Date: Fri, 16 May 2008 15:48:01 -0700
[quoted text clipped - 41 lines]
>> >> > switch
>> >> > but that mdea no difference.
 
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