keithmendez
asked on
Modify Public Contacts
I have attached two screen shots to better explain what I need done. The first pic is a generic contact.
In the 2nd pic what my boss did was under Tools -> Forms -> Design this form he added the Account field.
What we have set up, in Public folders, is have our Sales staff place all of their contacts into a subfolder. What needs to be done is to have this modified Account field placed into the contacts that the Sales staff adds, so that as they add their contacts the Account field is also added. We do not want to go thru each contact and add the Account field as we're looking at 7 Salespersons with about 20+ contacts per person.
How do I go about doing this?
base-contact.JPG
modified-contact.JPG
In the 2nd pic what my boss did was under Tools -> Forms -> Design this form he added the Account field.
What we have set up, in Public folders, is have our Sales staff place all of their contacts into a subfolder. What needs to be done is to have this modified Account field placed into the contacts that the Sales staff adds, so that as they add their contacts the Account field is also added. We do not want to go thru each contact and add the Account field as we're looking at 7 Salespersons with about 20+ contacts per person.
How do I go about doing this?
base-contact.JPG
modified-contact.JPG
ASKER
I want to update the contacts in the public folder so they use the form my manager built that has the Account field.
I'm also assuming that once the current contacts are updated, any contacts added afterwards will incorporate the Account field as well. Am I correct in that assumption?
I'm also assuming that once the current contacts are updated, any contacts added afterwards will incorporate the Account field as well. Am I correct in that assumption?
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I'm not clear on your question. Are you asking how to update the contacts in the public folder so they use the form your boss built, or have you already done that and you want to populate the form fields all at once?