Basic CRM using Contacts

[Merete]

Have an old Access 97 database where screen is divided into two: In th
left field, people can choose a company and when they do that the righ
field will display 1) the company's address + phone numbers and 2
contact persons in that company and their personal contact details
Contains about 400-500 companies with 0-10 contact persons in each.

I'm experimenting with copying this to Outlook 2002, as this woul
allow my collegues to download the entire database to their palms.

The "company view" w. "all collapsed" as default sorts people int
companies and creates a suitable view. However, I would have liked th
grey group headers to be named something else than "company: Microsof
(2 items)" or "company: Google (7 items)".
Is there any way I can change this text to be e.g. "Microsoft, Silico
Valley 3B, 10000 California, +1 555 1234" where the group heade
displays both the "company" and the "address" fields from the person i
generated the group from?

Any other suggestions for how to make contacts more company based tha
person based are welcome.

/Meret

 

[Sue Mosher [MVP-Outlook]]

The group header can show only the data from one field. It cannot
concatenate data from multiple fields. Nor can you group on a formula field.
Therefore, to do what you want, you'd need code in a custom form or VBA/COM
add-in event handler to write the desired information to the field you want
to group on.