Using a custom contacts form

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kwilson - 02 Feb 2006 04:47 GMT

I have created a custom contact template
(http://www.princetonnazarene.org/CustomContactTemplate.htm) and can't figure
out how to add a "Categories" box beside each birthday and have it relate to
that family member.

For example, that Dad might be in a Men's Ministry and the Mom might be in
the Choir - how can I add individual categories like that?

I'm also having trouble with importing/exporting data to the custom fields
(such as birthday and additional phone numbers).

Can anyone give me some advice? Please let me know if you need more details.

I really appreciate any help in advance!! :)

Kelly
kelly@kpwilson.net

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Sue Mosher [MVP-Outlook] - 02 Feb 2006 04:59 GMT

The Categories property applies to the item as a whole. You can't associate it with the value in a particular field. What you want to do with Categories simply isn't possible.

Outlook doesn't support exporting custom fields. Quick and dirty method:

1. Put all the items from your form in one folder.
2. Use a table view to display all the data fields that you want to export to Excel.
3. Choose Edit | Select All.
4. Choose Edit | Copy.
5. Paste to Excel.

Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm .

FWIW, I've been using Church HelpMate for a couple of years now at my church (where I serve as registrar). It's built on MS Access, so it does mail merges nicely, and is designed with a lot of customizable fields. Because it's a relational database, it can do the kinds of things you want to do (and Outlook can't, because it's not a relational database).

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Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx

>I have created a custom contact template
> (http://www.princetonnazarene.org/CustomContactTemplate.htm) and can't figure
[quoted text clipped - 13 lines]
> Kelly
> kelly@kpwilson.net

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kwilson - 02 Feb 2006 15:27 GMT

Hi Sue -

Thanks for the quick response!! :) I will look into Church HelpMate and try
their trial version.

Thanks again,

Kelly

> The Categories property applies to the item as a whole. You can't associate it with the value in a particular field. What you want to do with Categories simply isn't possible.
>
[quoted text clipped - 27 lines]
> > Kelly
> > kelly@kpwilson.net

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