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MS Office Forum / Outlook / Programming Forms / February 2007Linking forms to contact history
I have created different appoinment forms for sales reps to use for uniformity of appointment information. The forms are in the Organizational Forms Library. Is there any way to add a control to link the form to a contact for historical purposes? Similar to the way you can link a standard appointment to a contact by clicking the "new" button from the contact screen? This may be way over my head...... First of all, what you want to link are contacts and appointments, not contacts and forms. The forms are just UI/code templates for creating appointments. Second, the appointment form already contains Contacts controls at the bottom of the main page.  SignatureSue 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 different appoinment forms for sales reps to use for > uniformity of appointment information. The forms are in the Organizational [quoted text clipped - 5 lines] > > This may be way over my head...... Sorry, I think I asked the wrong question. I know that the appontments can be linked to the contact. I should have asked if there was a way to add an choice to the 'Actions' menu while the contact is open so that they do not have to link each appointment separately. I would like to be able to have them open a contact, click the Actions Menu, and have one of the choices be for example "New Ride Day with Contact" like the New Appointment etc that is already there. Ride Day is one of the forms I created. I am trying to make as few steps as possible. My end-users tend to be rather technophobic..... I do appreciate your assistance though. I have looked in all my help topics and cannot find some of the answers I need. > First of all, what you want to link are contacts and appointments, not contacts and forms. The forms are just UI/code templates for creating appointments. > [quoted text clipped - 9 lines] > > > > This may be way over my head...... Yes, that's a very different question. See http://www.outlookcode.com/d/forms.htm#contfax for a custom contact form that launches a new item. ALso see http://www.outlookcode.com/d/launchform.htm for the code needed to create a new item using a custom form. SignatureSue 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 > Sorry, I think I asked the wrong question. > I know that the appontments can be linked to the contact. [quoted text clipped - 7 lines] > the New Appointment etc that is already there. Ride Day is one of the forms > I created. |
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