Outlook 2007 Email Form

[Legal Learning]

Hello,

I need to make the default email form contain a field for Client No. I
need for this form to open when clicking on the New button. I have created
and published the form but can not change the mail folder to have that form.
Any help is appreciated.

 

[Sue Mosher [MVP]]

Bad idea. Using a custom form as the default message form runs the risk of
causing attachment problems for recipients. If you insist, see
http://www.outlookcode.com/article.aspx?ID=39 for information on the making
the required registry change.

 

[Legal Learning]

I had a feeling you might say that! ) Any other method of being able to
sort the sent items by a client number. Perhaps a properties that we could
use and sort by in a view? Thanks for the heads-up Sue

 

[Sue Mosher [MVP]]

You can display the built-in Mileage or BillingInformation property in a
view. Or add a category.

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

 

[Legal Learning]

What do you mean "built-in BillingInformation property" Sorry, I am sounding
so stupid here but I don't know how to get into a property in 2007.

 

[Sue Mosher [MVP]]

And I am not sure what you mean by "get into." To see the properties that
are not exposed in the UI, modify the view (View | Current View | Customize
Current View | Fields). To be able to manually set property values, turn on
in-cell editing (View | Current View | Customize Current View | Other
Settings).

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

 

[Legal Learning]

When they send an email message to someone, where would they put the client
number so when they go to their sent items they can sort by that field?

 

[Sue Mosher [MVP]]

You could use VBA code or, for distribution to multiple people, an add-in to
prompt the user to enter that information.

Or, if the view on the Sent Items folder is set for in-cell editing, it
could be entered right in the folder view there.

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

 

[Legal Learning]

I'll play with the sent items idea. VBA code is getting to complex for them
and so is the add-in. Sure is hard with this form where the contact form is
easier to customize. Oh well, the'll have to live without it. Thanks for
all you help though.