Customer Outlook Form to Manage Leads

[JK]

I've created a customer Outlook form will most of the fields I need. I used
the contact form as my template - and modified it from there.

I need it to be stored in a public folder so that other users all have
access to the same information.

I need to be able to record "Lead" data & save it to the "Lead" folder.
I also want to be able to email the lead or form to another employee. I'm
not sure how that would be done unless I use the email form as my template to
begin with.

I also want to be able to setup a reminder for each lead. Once a certain
amount of time has passed, a reminder window will appear notifying the person
who recorded the lead to follow up with the salesperson who the lead was
emailed to.

I'm new to custom outlook forms - any help would be appreciated!
Maybe you could point me in the right direction?

Thanks!

 

[Sue Mosher [MVP-Outlook]]

Comments inline

--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54

I've created a customer Outlook form will most of the fields I need. I used
the contact form as my template - and modified it from there.

I need it to be stored in a public folder so that other users all have
access to the same information.

Publish the contact form to the public folder and make it the default for that folder. See http://www.outlookcode.com/article.aspx?id=34 and http://www.outlookcode.com/article.aspx?ID=39.

I need to be able to record "Lead" data & save it to the "Lead" folder.
I also want to be able to email the lead or form to another employee. I'm
not sure how that would be done unless I use the email form as my template to
begin with.

Send a link to the item. Create a new rich-text format message, choose Insert | Item and select the option to create a link to the item.

I also want to be able to setup a reminder for each lead. Once a certain
amount of time has passed, a reminder window will appear notifying the person
who recorded the lead to follow up with the salesperson who the lead was
emailed to.

Not possible with a custom form alone. It would take an add-in installed on each user's machine. What you can do with a form is flag the items. They'll turn red in the standard folder views when the flag date/time is passed.

 

[JK]

I see how the insert function should work - thx for that.
But I'm having a problem. After the file is sent, and the user opens the
form, it changes the form from the one I designed to the standard "contact"
form. Some of the data is included - some isn't. The new fields I created are
not included.

Any idea why this is happening?
Thx again,
Jason

 

[Sue Mosher [MVP-Outlook]]

Are you sure you are inserting the item as a link and not as a whole item? If you want to be able to attach the whole item, the form will need to be published to the Organizational Forms library.

--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54