form or template associated to a specific email recipient

[martybr]

Good morning,

Newbie here.

This is the objective:
When users throughout the company type a specific recipient's name in
the "To" box, I would like to automatically load a template/form that
I previously created specifically for this particular recipient. The
users would then input their information into the body of the email


Current Workaround:
I created a "specific_recipient_template.oft" in the share drive that
is available to everyone. This kind of works but the users have to go
to the specific shared drive and click on the
"specific_recipient_template.oft" to create the email.


Is there a way to associate a form to a specific recipient in the
outlook directory. If outlook "sees" the recipient, it would then load
the specific form into the body of the emai?


Thank you for your input.

 

[Sue Mosher [MVP]]

Outlook offers no out-of-the-box way to do this. It would require an add-in,
and even then, it would only work when the recipient's name is actually
resolved, not when it is just typed in.

Your template solution sounds like it might be the most workable, depending
on exactly what you're asking the users to do. In any case, you'll want to
make sure the recipient is already in the To field for the template, to cut
down on a few steps.

 

[martybr]

Outlook offers no out-of-the-box way to do this. It would require an add-in,
and even then, it would only work when the recipient's name is actually
resolved, not when it is just typed in.

Your template solution sounds like it might be the most workable, depending
on exactly what you're asking the users to do. In any case, you'll want to
make sure the recipient is already in the To field for the template, to cut
down on a few steps.

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











- Show quoted text -

Thank you for the quick response.

The name has been resolved. By resolved, I mean the user name is
underlined (exchange server recognises the recipient's name).
How much work is involved in creating the addin. I assume it has to be
deployed in the exchange server.

Thank you again.

Marty

 

[Sue Mosher [MVP]]

Creating an add-in can take a lot of work, and it must be deployed to each
user's machine. It has nothing whatsoever to do with the server. Links to
add-in resources are available on my web site (see signature below).


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

Outlook offers no out-of-the-box way to do this. It would require an
add-in,
and even then, it would only work when the recipient's name is actually
resolved, not when it is just typed in.

Your template solution sounds like it might be the most workable,
depending
on exactly what you're asking the users to do. In any case, you'll want to
make sure the recipient is already in the To field for the template, to
cut
down on a few steps.

- Show quoted text -

Thank you for the quick response.

The name has been resolved. By resolved, I mean the user name is
underlined (exchange server recognises the recipient's name).
How much work is involved in creating the addin. I assume it has to be
deployed in the exchange server.

Thank you again.

Marty