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MS Office Forum / Outlook / Contacts / January 2005

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Custom Forms in a Public Folder

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Doreen - 09 Dec 2004 20:43 GMT
We want to implement a public contacts folder in Outlook for our client
information.  We want to add a field for the Type of Contact (Existing
Client, Prospective Client, etc) and how often there should be a follow up
(Weekly, Monthly, Quarterly, etc).

I used the form I found from slipstick and edited that for the Type of
Contact using Categories, which is great.  I'd also like to implement a
mandatory field for the Follow Up, if possible.

However, when I try to associate the new form with the Contact Folder, its
not coming up when I click the New button.  I have to choose it from New,
Form and choose it from the list.  I don't want it to be everyone's default
for Contacts, but is there a way when I'm in that Contact folder to have the
New button bring up that form?  (Or a way to add a contact into that folder
so all contacts that go into it use this form?)
Sue Mosher [MVP-Outlook] - 13 Jan 2005 14:45 GMT
See http://www.outlookcode.com/d/newdefaultform.htm for details on making a
form the default for a folder.

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Sue Mosher, Outlook MVP
Author of
    Microsoft Outlook Programming - Jumpstart for
    Administrators, Power Users, and Developers
    http://www.outlookcode.com/jumpstart.aspx

> We want to implement a public contacts folder in Outlook for our client
> information.  We want to add a field for the Type of Contact (Existing
[quoted text clipped - 14 lines]
> folder
> so all contacts that go into it use this form?)
 
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