How to change/add fields shown in Contact Record

[Guest]

I have some information in fields that do not show in Outlook2007's default
data record view of contact info.

How can I get those to show in the remaining screen space in that interface?
I know about the "All fields" view, where I have to specify which "set " of
fields I want to see, but there must be a way to add more to the usual
Contact Record view. I have looked at length in the Help files.

In some of the fields, like my Categories, the consistency of data is very
important so I wanted to make drop down lists. I can see and enter category
info in the All Fields view but there is no data format control, so one slip
and that field may never be found.

Jonathan Rawle

 

[Sue Mosher [MVP-Outlook]]

You would need to customize the contact form itself; see:

http://www.outlookcode.com/d/forms.htm
http://www.outlookcode.com/d/contactform.htm
http://www.outlookcode.com/d/newdefaultform.htm.

Or create one or more form regions instead of a legacy custom form. Help topic HV10038633, "Walkthrough: Add a Form Region to an Existing Page on a Form."
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

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

 

[Guest]

Dear Ms. Mosher,
I've read through your linked notes here and don't think I want to change
the Contact Form itself. What I would like to do is add prompts in the Note
field so that when a user creates a new contact the prompt will force the
user to remember to enter, in our case, the patient's medical record number
and diagnosis code(s). The prompts could look like
MRN:
DX:

Also, I made a trial import of pt information previously saved in Excel. I
mapped Date of Birth (Excel) to Birthday (Outlook) in the Mapping Dialog box
but it didn't show up. Is there something else I need to do?

http://www.outlookcode.com/d/forms.htm
http://www.outlookcode.com/d/contactform.htm
http://www.outlookcode.com/d/newdefaultform.htm.

Thank you,
philr

 

[Sue Mosher [MVP-Outlook]]

Create a new contact with the prompts you want in the body of the item, then publish that contact as your custom form, make it the default, etc.

I'd suggest that you post your import mapping issue in a new thread as it doesn't sound related to your question about form design. Note that importing always uses the standard form, not a custom form.

 

[Karl Timmermans]

Just something to think about........ if you create a new custom form with
"code behind the form" (i.e. something that gets automatically triggered to
display prompts when a new contact is created as you described), chances are
real good that you won't be able to import any data since whatever import
program you use will not be able to answer those prompts automatically.

Karl
___________________________________________________
Karl Timmermans - The Claxton Group
ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter
"Power contact importers/exporters for MS Outlook '2000/2007"
http://www.contactgenie.com