How do I create an outlook contact template?

G

Guest

I can build an Outlook 2003 Custom Contact Form that has all a company's
address, phone information, and some custom user-defined fields. That's no
problem.

Please tell me there's a way to use this form as a template...

I'd like to be able to open the form, add information for a person, and save
this as an individual contact without altering the underlying template. That
way, I can build the form for a frequently contacted organization, and just
add in names, departments, extensions, e-mails without having to re-enter all
the address information, etc.
 
H

Hollis Paul [MVP - Outlook]

Please tell me there's a way to use this form as a template...

I'd like to be able to open the form, add information for a person, and save
this as an individual contact without altering the underlying template. That
way, I can build the form for a frequently contacted organization, and just
add in names, departments, extensions, e-mails without having to re-enter all
the address information, etc.
Once you have a clean design, you publish it to the Organizational Forms
Library, if you are on an Exchange system, or to your Personal Forms Library.
You start the publish process from within design mode by clicking Tools -> Forms
-> Publish As. I always use publish as so that I can add the version number to
the form name: MyForm_verNNN. Be sure and keep three generations of the form
design. You never know when an added feature will one-off the form and you will
want to retrench to the last good form design.
 

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