Linking forms to contact history

[HealthLink01]

I have created different appoinment forms for sales reps to use for
uniformity of appointment information. The forms are in the Organizational
Forms Library.

Is there any way to add a control to link the form to a contact for
historical purposes? Similar to the way you can link a standard appointment
to a contact by clicking the "new" button from the contact screen?

This may be way over my head......

 

[Sue Mosher [MVP-Outlook]]

First of all, what you want to link are contacts and appointments, not contacts and forms. The forms are just UI/code templates for creating appointments.

Second, the appointment form already contains Contacts controls at the bottom of the main page.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[HealthLink01]

Sorry, I think I asked the wrong question.
I know that the appontments can be linked to the contact.

I should have asked if there was a way to add an choice to the 'Actions'
menu while the contact is open so that they do not have to link each
appointment separately.

I would like to be able to have them open a contact, click the Actions Menu,
and have one of the choices be for example "New Ride Day with Contact" like
the New Appointment etc that is already there. Ride Day is one of the forms
I created.

I am trying to make as few steps as possible. My end-users tend to be
rather technophobic.....

I do appreciate your assistance though. I have looked in all my help topics
and cannot find some of the answers I need.

 

[Sue Mosher [MVP-Outlook]]

Yes, that's a very different question. See http://www.outlookcode.com/d/forms.htm#contfax for a custom contact form that launches a new item. ALso see http://www.outlookcode.com/d/launchform.htm for the code needed to create a new item using a custom form.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers