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07.02.2008 at 04:58AM PDT, ID: 23533193
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Automattic Formatting of Calender entries

Asked by thegiantsmurf in Outlook Groupware Software, CRM Software

Tags: Microsoft, Office, 2003 - 2007

What I'm attempting to do is "Automatic Formatting" in Outlook 2007.
Our CRM system allows us to dump activies / oppointments into Outlook thus showing in a graphical view what's happening each day (this then allows us to sync phones / pda's etc with ease)
Anyway, the problem I'm getting is the following.....

CRM creates an calender entry, displaying the usual start, stop, duration, location, subject fields all filled in and also add the following into the notes area:

Activity: Visit to Customer
Related to Opportunity: Trolley Washing Machine
Action Date:
Next Action:
Notes:

What I would like to do is if the "Activity:" line reads visit to customer then it's one colour, if it reads "Email sent" then it is formated in a different colour.  I've looked in the advanced tab then field's icon, I cant seem to find the right option which will help.  Is there any other way or what is the correct way?

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[+][-]07.02.2008 at 05:27AM PDT, ID: 21915561

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[+][-]07.02.2008 at 05:40AM PDT, ID: 21915687

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[+][-]07.02.2008 at 06:12AM PDT, ID: 21915965

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[+][-]07.02.2008 at 08:16AM PDT, ID: 21917237

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[+][-]07.02.2008 at 08:44AM PDT, ID: 21917590

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[+][-]07.02.2008 at 09:43AM PDT, ID: 21918235

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[+][-]07.14.2008 at 02:57AM PDT, ID: 21996777

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[+][-]07.15.2008 at 05:12AM PDT, ID: 22006072

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About this solution

Zones: Outlook Groupware Software, CRM Software
Tags: Microsoft, Office, 2003 - 2007
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Solution Provided By: WilyGuy
Participating Experts: 1
Solution Grade: B
 
 
 
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