?
Solved

Customizing Outlook Contacts with reminders

Posted on 2006-06-14
2
Medium Priority
?
182 Views
Last Modified: 2010-04-08
I would like this functionality...I can create a basic custom form for the contact page.  I would like to be able to automatically say that when a contact is added, if they are a certain category, a task is added to generate a follow up mail in one month.

This is for real estate purposes...I am looking to easily generate my word docs.

Also, can I create word templates and add in hotbuttons into the contacts page that when clicked, opens MS Word with that specific name and address entered in (kind of like mail merge)?
0
Comment
Question by:sfesta
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
2 Comments
 
LVL 9

Expert Comment

by:AndreDekolta
ID: 16906803
I don't think this can be done without some VBA coding.  I couldn't find anything that is application available/specific.  But, there may be some "Experts" that disagree.

< Also, can I create word templates and add in hotbuttons into the contacts page that when clicked, opens MS Word with that specific name and address entered in (kind of like mail merge)? >
Yes...but requires some coding to make happen.

Andre...
0
 
LVL 76

Accepted Solution

by:
David Lee earned 1500 total points
ID: 16908269
Hi sfesta,

AndreDekolta is spot on with both his answers.  This requires some VBA code.  There are two approaches.  One, put the required code in the form itself.  This will work fine for you, but may cause problems if you send the form to someone else.  Two, keep this code separate from the form.  That will work prevent any problems with sending the form to others, but with the code separated from the form there may be times when it doesn't fire like it should.  Keeping the code separate will also make distributing the code to others slightly more difficult.

The hotbutton capability is a bit easier.  The code for that pretty much has to be in the form.  The issue there is that anyone who doesn't have Word on their system will get an error if they click that hotbutton.  This sort of thing works best on one computer or in an office environment where all the computers have a known configuration.  It doesn't work well if the form is going to folks where the computer's configuration is unknown.

I can help with the code for doing both if you want to pursue this.

Cheers!
0

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Large Outlook files lead to various unwanted errors and corruption issues. Furthermore, large outlook files can also make Outlook take longer to start-up, search, navigate, and shut-down. So, In this article, i will discuss a method to make your Out…
This article describes how to import an Outlook PST file to Office 365 using a third party product to avoid Microsoft's Azure command line tool, saving you time.
CodeTwo Sync for iCloud (http://www.codetwo.com/sync-for-icloud?sts=6554) automatically synchronizes your Outlook 2016, 2013, 2010 or 2007 folders with iCloud folders available via iCloud Control Panel. This lets you automatically sync them with…
A short tutorial showing how to set up an email signature in Outlook on the Web (previously known as OWA). For free email signatures designs, visit https://www.mail-signatures.com/articles/signature-templates/?sts=6651 If you want to manage em…
Suggested Courses

752 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question