We have a Word template with form fields that we use to collect information
gathered during an interview with the contact. Currently, we create a new
Contact record, open a new document from the template, fill in basic contact
data in the Contact form, record information from the interview in the Word
form, save the Word form, and create a link in the Notes section of the
Contact record.

We want to eliminate having to create a new document from the template as
well as the Save & link steps. The elegant solution it seems would be do
design an Outlook form. Because of the time & cost involved in developing a
custom OL form and our lack of inhouse OL Form development expertise, I
thought someone might have suggestions on how to more closely "bind" the Word
form without actually developing a new form.

I was hoping that there was a way to incorporate the Word form into an OL
form without minimal-to-no "programming".

--
"Pyramid 36" Ken

I was hoping that there was a way to incorporate the Word form into an OL
form without minimal-to-no "programming".

There isn't. Anything you might want to do along those lines is going to
require coding.
--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54


"Pyramid 36" .(donotspam) wrote in message
...
We have a Word template with form fields that we use to collect
information
gathered during an interview with the contact. Currently, we create a new
Contact record, open a new document from the template, fill in basic
contact
data in the Contact form, record information from the interview in the
Word
form, save the Word form, and create a link in the Notes section of the
Contact record.

We want to eliminate having to create a new document from the template as
well as the Save & link steps. The elegant solution it seems would be do
design an Outlook form. Because of the time & cost involved in developing
a
custom OL form and our lack of inhouse OL Form development expertise, I
thought someone might have suggestions on how to more closely "bind" the
Word
form without actually developing a new form.