Customising Contact Forms

[Guest]

I have created a new Contact form with a number of custom fields, however
when I try and merge into a word doc, the "insert field" does not contain any
of my custom fields therefore I cannot export the data out of my Contact
records. Any ideas

 

[Sue Mosher [MVP-Outlook]]

Start the merge from your Contacts folder, using the Tools | Mail Merge command. The fields need to be defined at the folder level -- check on the folder's Field Chooser.

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

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

 

[Guest]

Could you clarify what you mean by "The fields need to be defined at the
folder level -- check on the folder's Field Chooser". I cannot find any
option to "define the fields" nor "check on the folders filed chooser". When
I begin the merge my options are Database Fields and Address Fields, non of
which inlcude my custom merge fields even when checking the "All Contact
Fields" or "Contact Fields in current view"

 

[Sue Mosher [MVP-Outlook]]

Display the Phone List view. Right-click any column and choose Field Chooser. Switch to the User Defined FIelds in This Folder list. Do your custom fields appear there? If not, add them, using the same name and data type that you used when creating the custom form.

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

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