How do I customize Outlook 2010 Contact Form and save it as default?

Posted on 2014-09-01
Last Modified: 2016-05-25
I am using Outlook 2010 that syncs info with Google Apps.  Trying to customize the Contact form to only display certain fields that will be used.  When I open a new contact it displays the Outlook 2010 Contact Form layout...when I click on the Developer tab and then select the "Design This Form" it displays a completely different form layout.  Does not matter if I select "Design a Form" button, this just brings me to a window of different choices all ending in the same result of Contact Form...looks like an early version of Outlook Contact form.  What I am trying to accomplish is to take the Outlook 2010 Contact Form and change the layout to accomplish my goal, removing some fields that are on the 2010 Contact Form as well as adding some others and also changing the layout.  Only want certain fields displayed that users will put information in to limit the issue of user input error.  Once I have accomplished this I would like to be able to have this form become the default Contact Form.  Looking forward to any suggestions on how I might be able to get this to work?
Question by:FreddyBass
    LVL 25

    Expert Comment

    LVL 31

    Assisted Solution

    You can move controls around on the Contact form, and add new ones bound to custom properties.  Then, in order to use the custom form, you will need to save it as an Outlook template (.oft file) and/or publish it to your Forms Library (I recommend doing both).  Then you can create a new Contact form from the template, or the Library, as needed.  Finally, you can select the custom Contact form as the form to use when creating new items in the Contacts folder or other Contacts-type folders.
    LVL 31

    Accepted Solution

    Here is a White Paper I wrote on this topic.

    Author Comment

    Hello Nickg5,

    I had found those links when I was originally searching for info.  Do not find them helpful for what I am trying to accomplish.  Really looking for some instruction that list the steps to take to be able to accomplish my task.  I will try and study further to find a solution.  I would think this would be a common thing that people would want to be able to do.  I have not had much response from EE community, not sure if it's because it is in the wrong topics area.  Thank you for your input, much appreciated.

    Author Comment

    Hi Helen,

    Thank you for replying to my question.  I have not had much success in finding a solution.  I tried to click on the white paper link you provided and it tried to save to my computer.  What is the proper file extension that it needs to open?  Any and all assistance you could provide would be greatly appreciated.

    Author Comment

    Hi Helen,

    I was able to open the white paper, just needed to add file extension (my bad).  I will read through and study.  Thank you once again for your input.

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