how do I customize the contact form

J

James Scoggins

I want to add the date on which I enter a new contact. Can this be done by
customizing the contact form? If so, How?
 
B

Brian Tillman

James Scoggins said:
I want to add the date on which I enter a new contact. Can this be
done by customizing the contact form? If so, How?

That date is already available as the Created date. Display your contacts
in a table view like By Category, then add the Created field using Field
Chooser.
 
J

James Scoggins

I do not see "field chooser" when i list contacts in the "by category" view.
 
B

Brian Tillman

James Scoggins said:
I do not see "field chooser" when i list contacts in the "by
category" view.

Either enable the Advanced toolbar, which contains a "Field Chooser" button,
or right-click the column header line and choose "Field Chooser". Select
"All Contacts Fields" in the top drop-down.
 
J

James Scoggins

I was able to find the date created. Is it possible to see this created date
any way except as you have described? eg. can I see it on the notes section
of the contact in address view? Is there an alternative to post date of notes
created in the address view?
 
B

Brian Tillman

James Scoggins said:
I was able to find the date created. Is it possible to see this
created date any way except as you have described?

Not as far as I know.
 
L

L Sangree

I chose to use "Modified" date and was able to view, sort and filter by this
field - fantastic! Now I want to export only those contacts. Don't see
created or modified in the field map. Export seems to take all records
regardless of filtering.

End goal is to get all "recently" added or modified contacts into a
spreadsheet to review, correct, and merge with contacts from a variety of
other sources.
 
B

Brian Tillman

L Sangree said:
I chose to use "Modified" date and was able to view, sort and filter
by this field - fantastic! Now I want to export only those contacts.
Don't see created or modified in the field map.

It should be in the "All Contact fields"
Export seems to take all records regardless of filtering.

What I'd do is create a second contacts folder, filter the original folder
by the criteria you chose, select all entries in the filtered view, copy
that selection to the second contacts folder, then export from there.
End goal is to get all "recently" added or modified contacts into a
spreadsheet to review, correct, and merge with contacts from a
variety of other sources.

For non-Outlook trasport, this is fine, but export/import is rarely a good
way to transfer data Outlook-to-Outlook..
 

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