Custom Form Beginner Questions

[Matt]

Hi,
I'm just starting with Outlook forms and am afraid that
they are more powerful than I. I have only modified
the "Account" form but am stuck here:

Is there a way to add a column to the BusinessContacts
List box? I want the contact's position and department
to show up here, in addition to their name and phone. I
went to "Properties" and physically entered the column
names (and they show up) but they don't populate.

How can I use my new "Account" form as the default? I
tried to do it like the HELP file suggested for
the "Contact" form but I got this error:
"Option for posting to this folder can not be changed"

How can I modify a report to show the information that I
want it to?

How can I get a list of checked (true) check boxes to
show up in a text box. For example, if Yes,Green,and
House are checked how do I get a textbox to show
Yes,Green,House?

OK. I said I was very new. Sorry about the list. Thank
you very much for the assistance.

Matt

 

[Sue Mosher [MVP]]

BCM allows no customization of forms at all. If you were working on
modifications to the default contact form, we could probably come up with
answers for most of your questions. But customizing BCM forms is a dead-end
so far. I spent quite a few hours trying and got nowhere.

 

[Matt]

Ms. Mosher,
Thank you for your answer. I'm afraid the brevity has
left me somewhat frustrated. Perhaps I can try a
different angle that will allow me to accomplish my goal?

Can I create an Account type form in Outlook Contacts?
In general, how does one add and bind fields in a list
box?
How do I gain access to the reports in Outlook to
customize them?
If I add checkboxes to a form in Outlook, how can I get
the checked boxes to list in a textbox.

Since BCM does not allow customization I am going to need
to find a way in Outlook. Thanks again for your
assistance. One more thought, I did successfully modify
the Personal Forms > Account form today. This is the
form that I need assistance with. Is that part of BCM or
Outlook?

Matt

 

[Sue Mosher [MVP]]

Can I create an Account type form in Outlook Contacts?

Yes, you can create a contact form that looks like an account form.

In general, how does one add and bind fields in a list
box?

Add the list box control to the form, then use the Value tab on the
control's Properties dialog to select a field, creating new fields as
needed.

How do I gain access to the reports in Outlook to
customize them?

What reports? Outlook has no built-in reporting capability. If you mean BCM
reports, say so.

If I add checkboxes to a form in Outlook, how can I get
the checked boxes to list in a textbox.

I don't understand what you mean. What connection do the check boxes and
text boxes have?

Since BCM does not allow customization I am going to need
to find a way in Outlook.

Unless you have a lot of time on your hands, I'd suggest that you look at
the existing Outlook CRM applications that allow more customization than
BCM. See http://www.slipstick.com/addins/contact_management.htm

One more thought, I did successfully modify
the Personal Forms > Account form today. This is the
form that I need assistance with. Is that part of BCM or
Outlook?

That would be part of BCM. Tread carefully. Your customizations may not
transfer into actual data in the BCM database.