contact template entries

[ekg]

I tried to modify the contact template pages by adding additional page. Used
the tools to add fields, but cannot seem to save the information when the
contact is closed. Apparently I am missing a few steps. Any suggests?

 

[Sue Mosher [MVP-Outlook]]

If you want to save data in the Outlook item, you need to bind each control to an Outlook property, the specific property that you want to hold the data. Do this on the Value tab of the control's Properties dialog.

 

[Hollis D. Paul]

I tried to modify the contact template pages by adding additional page. Used
the tools to add fields, but cannot seem to save the information when the
contact is closed. Apparently I am missing a few steps. Any suggests?

What do you mean "by adding additional page"? You can only use the pages that
are there from the beginning. Do you mean, one of the pages that is not
normally visible? Did you click the Form Menu choice to make it visible?

Did you publish the form? If you did, you should still be able to see the data
in the All fields page.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Mukilteo, WA USA

 

[ekg]

Hi Paul, I figured it out. Go to Tools>Forms>Design a Form. When it opens,
you can opt to add up to about 6 pages by change the name of the page. My
problem was that I was not creating a user defined field to input data. You
can save the template for new contacts, you just have to select it from
choose form. This helped me include some information that was specific to my
company.--Thanks for your help,EKG

I tried to modify the contact template pages by adding additional page. Used
the tools to add fields, but cannot seem to save the information when the
contact is closed. Apparently I am missing a few steps. Any suggests?

What do you mean "by adding additional page"? You can only use the pages that
are there from the beginning. Do you mean, one of the pages that is not
normally visible? Did you click the Form Menu choice to make it visible?

Did you publish the form? If you did, you should still be able to see the data
in the All fields page.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Mukilteo, WA USA

 

[Hollis D. Paul]

Hi Paul, I figured it out. Go to Tools>Forms>Design a Form. When it opens,
you can opt to add up to about 6 pages by change the name of the page. My
problem was that I was not creating a user defined field to input data. You
can save the template for new contacts, you just have to select it from
choose form.

One of the reasons we could not quite understand what you were trying to do is
because an Outlook template is a different animal that you have worked with
here. When you go Tools>Forms>Design a Form and choose Contact from the list
in the Standard Forms Library, you do not get a template, but a blank Contact
item. And you are designing a form to be used to display contact items. When
you select to publish, you are publishing a form to some folder or library.
When you create a Contact item, and select to display it using that form, and
fill in all the data fields of interest, and then choose to save it as an ,oft
file to the file system, then you have created a template. More than you
wanted to know, but less than you need, so you need to play the Rolling Stones
a couple more times.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Mukilteo, WA USA