• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 280
  • Last Modified:

Outlook for Simple Database?

Hello All,
    I am working with a non-profit who currently has a database with about 700 names.  There are many custom fields in this database. They ideally want to tie this database into quickbooks. They would like to use Outlook as their primary CMS. Is there a way to do the following?:
1) Design custom forms for all their custom fields in their current database?
2) Import the database?
3) Share the Contacts between all the computers in the office.

They are all running Windows 7 and Outlook 2010.
0
JesusFreak42
Asked:
JesusFreak42
4 Solutions
 
gheistCommented:
Is a database with web interface an option?
Should be easy with tools like  http://phpformgen.sourceforge.net/
Then you emit xml to be handled by office.
Outlook databases are on Exchange server... They do not share well.
0
 
David LeeCommented:
Hi, JesusFreak42.

1.  If you mean custom Outlook forms, then yes.
2.  Yes.
3.  Don't know.  Is their mail on an Exchange server?  If yes, then the answer is yes.  If the answer is no, then the answer is maybe.  Outlook does not have a built-in means of sharing contacts outside of Excahnge, so it'd require a third-party solution.
0
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Why would they want to use Outlook as their CMS? It's not really designed for that
0
Get your Conversational Ransomware Defense e‑book

This e-book gives you an insight into the ransomware threat and reviews the fundamentals of top-notch ransomware preparedness and recovery. To help you protect yourself and your organization. The initial infection may be inevitable, so the best protection is to be fully prepared.

 
8080_DiverCommented:
On point #3, if their database with their contacts is an MS Access database, then they can link their Outlook Contacts into that database (e.g. by having the database on a network) and maintain the Outlook Contacts information either from Outlook or from Access.  This should allow them to all share the common Outlook Contacts list.  (Note:  If it does, that also means that any entries from anyone will also be shared. ;-)

Now, the complication would be in creating the forms in Outlook to handle the custom fields.  Alternatively, the Access database's data could be separated into 2 tables, one of which matches the Outlook Contacts fields and the other of which contains the custom fields.  By adding a Separate MS Access front end database on each user's desktop and linking it to the back end database's tables, the CMS could be mostly in Access (which is designed for that sort of thing more than Outlook is) while the Outlook Contacts would still have the shared aspect and also be controlled by the MS Access CMS.
0
 
JesusFreak42Author Commented:
Basically, you all helped us decide to use either salesforce.com or MS Dynamics instead of just Outlook. Thanks!
0
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
You might also have a look at Sage ACT! ... might be more inexpensive than the other two and should still do what you're looking for
0

Featured Post

Get free NFR key for Veeam Availability Suite 9.5

Veeam is happy to provide a free NFR license (1 year, 2 sockets) to all certified IT Pros. The license allows for the non-production use of Veeam Availability Suite v9.5 in your home lab, without any feature limitations. It works for both VMware and Hyper-V environments

Tackle projects and never again get stuck behind a technical roadblock.
Join Now