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MS Office Forum / Outlook / Contacts / March 2007

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Customize the notes section of Contacts in Outlook 2003

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Ron - 29 Mar 2007 04:24 GMT
I want to know if it is possible to automatically add one consistent short
paragraph in the note section of every new contact I create in Outlook 2003.  
It would be a plus to be able to add the same short paragraph to existing
contacts without affecting the existing text already in the notes as well but
I can live without that.  

I have searched unsuccessfully trying to find the blank template that
Outlook uses (I am guessing it is actually a Word template) when "New" is
selected to create a new contact.

You help is greatly appreicated.

Thank you,

Ron
Milly Staples [MVP - Outlook] - 29 Mar 2007 07:26 GMT
Have you tried Tools->Forms->Design a Form and used that option to insert your boilerplate?

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Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.  All
unsolicited mail sent to my personal account will be deleted without
reading.  

After furious head scratching, Ron asked:

| I want to know if it is possible to automatically add one consistent
| short paragraph in the note section of every new contact I create in
[quoted text clipped - 11 lines]
|
| Ronu ted
Sue Mosher [MVP-Outlook] - 29 Mar 2007 12:32 GMT
Actually, you'd create the contact with the template text and then publish it and make it the new default form for new contacts. No need to go into design mode. See http://www.outlookcode.com/d/newdefaultform.htm 

Word has nothing to do with this, by the way.

Signature

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
 

Have you tried Tools->Forms->Design a Form and used that option to insert your boilerplate?

Signature

Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.  All
unsolicited mail sent to my personal account will be deleted without
reading.  

After furious head scratching, Ron asked:

| I want to know if it is possible to automatically add one consistent
| short paragraph in the note section of every new contact I create in
[quoted text clipped - 11 lines]
|
| Ronu ted
Ron - 29 Mar 2007 12:54 GMT
I did find the design tool but could not figure out how to get a text box
into the notes section.  When using the design tool everytime I click on the
notes section it selects the whole thing and won't let me modify it.

Thank you,

Ron

> Have you tried Tools->Forms->Design a Form and used that option to insert your boilerplate?
>
[quoted text clipped - 13 lines]
> |
> | Ronu ted
Sue Mosher [MVP-Outlook] - 29 Mar 2007 13:31 GMT
That's why you need to follow the procedure I suggested -- edit the contact body as you normally would, then publish it as a form.

Signature

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 did find the design tool but could not figure out how to get a text box
> into the notes section.  When using the design tool everytime I click on the
[quoted text clipped - 21 lines]
>> |
>> | Ronu ted
 
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