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#1
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For many years now Outlook hasnt' supported the ability to create a custom
form and to then import data into that custom form (CLEANLY!) .... if I were Microsoft, I think I'd actually have to be trying to have a non-solution that ridiculous - how many of us actually create forms before we have any contact databases??? And the workarounds are herculean efforts for regular folks who just want what should be a very simple requirement to exist in the first place...I'm sorry, but I just don't understand microsoft and their desire to not fix blatant issues that DO have solutions - if this was rev 1 of outlook i might understand - am i missing something???? why would they leave this "*******ized" for so long? This is right up there with not being able to customize business contact forms (yup, all 10 million small business have the same needs according to microsoft) --- you really gotta wonder who the heck is running the show with products like these. Now I know some of you think that these products shouldn't do everything, and I agree! But these glaring oversights (and I don't think they actually are oversights, I think MS is breaking these lower end products for some reason - $$$ ) are akin to Chevy selling cars that you can change the tires on - but after you do, the vehicle will no longer run on existing roads... |
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#2
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One other question/issue - if a contact with custom form fields is used to
create a mail merge, are the new custom fields available to the word document? i don't think they are but i might be missing something... I know the financial info in a biz contact can't be merged into a doc (yeah, another very bright move) ... but please tell me it's not true that NO custom fields can be used in a merge -- "Frustrated to the MAX!" wrote: For many years now Outlook hasnt' supported the ability to create a custom form and to then import data into that custom form (CLEANLY!) ... if I were Microsoft, I think I'd actually have to be trying to have a non-solution that ridiculous - how many of us actually create forms before we have any contact databases??? And the workarounds are herculean efforts for regular folks who just want what should be a very simple requirement to exist in the first place...I'm sorry, but I just don't understand microsoft and their desire to not fix blatant issues that DO have solutions - if this was rev 1 of outlook i might understand - am i missing something???? why would they leave this "*******ized" for so long? This is right up there with not being able to customize business contact forms (yup, all 10 million small business have the same needs according to microsoft) --- you really gotta wonder who the heck is running the show with products like these. Now I know some of you think that these products shouldn't do everything, and I agree! But these glaring oversights (and I don't think they actually are oversights, I think MS is breaking these lower end products for some reason - $$$ ) are akin to Chevy selling cars that you can change the tires on - but after you do, the vehicle will no longer run on existing roads... |
#3
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Yes, custom fields are available to a Word merge if (a) the fields are defined in the folder, not just in the items or custom form and (b) you start the merge from Outlook, not Word.
-- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Frustrated to the MAX!" wrote in message ... One other question/issue - if a contact with custom form fields is used to create a mail merge, are the new custom fields available to the word document? |
#4
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thanks for the quick reply - how do i define fields in the folder? open the
folder in contacts and right click then select field chooser and add new fields that way? in other words, if I can see it in the table view on the right of my screen, is the field in the folder that is displayed in the table view? Also, I've modified forms and instead of a small biz card icon, I'm now seeing what appears to be a post it note icon - have I made some change to the contact form that is confusing outlook and having it be reclassified as a note and not a contact? I'm thinking this will cause import/export problems down the road, will it? Sue - I see you post all the time on these forums and you are very knowledgeable...do you have any idea why this program is so darn difficult to use for normal people? Heck, i'e a cosci degree from a few years ago and the lack of logic and intuitivenss is mind-boggling. I'm ready to give up and pay dearly to use ACT and PeachTree - that's how painful these core MS programs are to customize and to figure out... "Sue Mosher [MVP-Outlook]" wrote: Yes, custom fields are available to a Word merge if (a) the fields are defined in the folder, not just in the items or custom form and (b) you start the merge from Outlook, not Word. -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Frustrated to the MAX!" wrote in message ... One other question/issue - if a contact with custom form fields is used to create a mail merge, are the new custom fields available to the word document? |
#5
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Yes, that's the right procedure to add fields that aren't already defined in the folder. You can confirm they're working by adding the field to the view and checking to make sure that the data you expect to see from the individual items is actually displayed.
The icon that a custom form uses is controlled by a setting on the (Properties) page of the form, in design mode. If you customized a contact form, then it's still a contact regardless of the icon. -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Frustrated to the MAX!" wrote in message ... thanks for the quick reply - how do i define fields in the folder? open the folder in contacts and right click then select field chooser and add new fields that way? in other words, if I can see it in the table view on the right of my screen, is the field in the folder that is displayed in the table view? Also, I've modified forms and instead of a small biz card icon, I'm now seeing what appears to be a post it note icon - have I made some change to the contact form that is confusing outlook and having it be reclassified as a note and not a contact? I'm thinking this will cause import/export problems down the road, will it? "Sue Mosher [MVP-Outlook]" wrote: Yes, custom fields are available to a Word merge if (a) the fields are defined in the folder, not just in the items or custom form and (b) you start the merge from Outlook, not Word. "Frustrated to the MAX!" wrote in message ... One other question/issue - if a contact with custom form fields is used to create a mail merge, are the new custom fields available to the word document? |
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