J
Jim Frankland
(I see a similar question here "In outlook make it so I can have a
company name with several cont.".)
I understand:
A. There is an action button, "New contact from same company".
It only COPIES the current contact company information so
you can modify it for the new contact. If you make a change
to the original company later, the change doesn't populate to
all other cards created "from same company."
B. On the contacts view pane you can view contacts in a
"Phone List". Then you can RIGHT CLICK on the list,
use "Group By" then select "Company" and in the bottom
right you can choose if you want the list EXPANDED or
COLLAPSED (if you only want to see one company per
line.) But, if you use the collapsed version, you loose all
the column data in lue of viewing "company name" (x items).
C. There is a CONTACT button at the bottom of each card so
that one may link several contacts together as a group.
Other than a place to "link" these contacts, if you look there
again, what constructive use is it?
Also this contact link is ONLY ONE SIDED.
If you have XYZ company. John Doe and Joe User.
You go into John Doe's card and click contact and add Joe
User and save. Now if you go into Joe User, SURPRISE
contact John Doe isn't there...
SO, what I want to know; before I go deep into this task I am
thinking about creating.... Am I missing something? Is there
an easier way?
I am thinking about modifying the contact form.to add a check
box for MASTER COMPANY. If this is checked, then the
company name and phone number are editable and this card
becomes the MASTER of all cards for the same company.
Then, if the check box is unchecked, the user may LINK a
second, third, etc. card to the first MASTER card. The
company name, address, phone, etc. are copied to this
card. If the MASTER card for the company is changed,
the changed information is automatically copied to all
LINKed cards.
The user may then create a new VIEW on just MASTER
cards. This way only one company shows up in the card
display or list, and all the column data is shown.
Any thoughts? Did I miss something?
Jim.
company name with several cont.".)
I understand:
A. There is an action button, "New contact from same company".
It only COPIES the current contact company information so
you can modify it for the new contact. If you make a change
to the original company later, the change doesn't populate to
all other cards created "from same company."
B. On the contacts view pane you can view contacts in a
"Phone List". Then you can RIGHT CLICK on the list,
use "Group By" then select "Company" and in the bottom
right you can choose if you want the list EXPANDED or
COLLAPSED (if you only want to see one company per
line.) But, if you use the collapsed version, you loose all
the column data in lue of viewing "company name" (x items).
C. There is a CONTACT button at the bottom of each card so
that one may link several contacts together as a group.
Other than a place to "link" these contacts, if you look there
again, what constructive use is it?
Also this contact link is ONLY ONE SIDED.
If you have XYZ company. John Doe and Joe User.
You go into John Doe's card and click contact and add Joe
User and save. Now if you go into Joe User, SURPRISE
contact John Doe isn't there...
SO, what I want to know; before I go deep into this task I am
thinking about creating.... Am I missing something? Is there
an easier way?
I am thinking about modifying the contact form.to add a check
box for MASTER COMPANY. If this is checked, then the
company name and phone number are editable and this card
becomes the MASTER of all cards for the same company.
Then, if the check box is unchecked, the user may LINK a
second, third, etc. card to the first MASTER card. The
company name, address, phone, etc. are copied to this
card. If the MASTER card for the company is changed,
the changed information is automatically copied to all
LINKed cards.
The user may then create a new VIEW on just MASTER
cards. This way only one company shows up in the card
display or list, and all the column data is shown.
Any thoughts? Did I miss something?
Jim.