So I am working on a project that has multiple stages behind it. We are trying to take data from two systems that some of my users use to track client cases. We are then working with a web developer to build a case status update page for all of our unique clients that login to our website. So they can see where we are at with their cases. That data will come from the data we export out of these systems.
One of the systems is a web based application that I have no control over. I have been able to export the needed data to a spreadsheet and I will be adding the data from the other case tracking system to this spreadsheet.
Unfortunately we are using outlook tasks for the other form of case tracking. This actually works rather well for the current implemenation as these users have developed a standard way of entering the case information into a task. They use the tasks to make notes about the cases, set due dates and reminders and also send status updates to the client.
So in looking at the current process I thought that I might be able to build a custom form that holds the case information in specifically created fields in the form so that my users could start using this custom task form to keep track of their clients cases. The form really isn't any different than a default task in Outlook 2007 it just has an extra page with 11 different fields to hold data specific to the clients case. Everything else about the task is exactly the same except for that.
So far I have run into one little problem that is holding this up. I haven't been able to figure out how to allow the send status update button to place all the new information from the new fields into the email generated for the status update. I am sure there is some complexities behind that button but I can't find where the properties of that button exist or how to create a button similiar to that so I could send status updates easily. All the send status update button does now is just place all the "task" information in the generated email but it doesn't take data about the case from my custom fields and place it in the status update email.
If anyone has any suggestions on how to fix this or go about it a different way please let me know.
Your help is appreciated.