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Custom Contact fields or pages
I am a fire & water damage contractor, using Office XP on a single server network and my OS is 98SE (1 station), 2000pro (2 stations and the server), and XP (2 stations). I presently use Outlook to manage contacts such as subcontractors, insurance contacts, and personal contacts. I would like to manage customers that way as well, but need a way to add some custom info to their file, things like mortgage company info, insurance company info, etc. Is their a way thisd can be done? I am pretty computer literate, but not familiar at all with changing software.
TIA, Chris |
#2
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Custom Contact fields or pages
Chris,
you should be able to add custom fields to achieve this. If you open a contact and go the All Fields tab, there is a New button at the bottom of the dialog where you can define new fields. Make sure you set the Select from: combo box to user-defined fields in this folder so they apply to all items in the Contact folder. good luck! -----Original Message----- I am a fire & water damage contractor, using Office XP on a single server network and my OS is 98SE (1 station), 2000pro (2 stations and the server), and XP (2 stations). I presently use Outlook to manage contacts such as subcontractors, insurance contacts, and personal contacts. I would like to manage customers that way as well, but need a way to add some custom info to their file, things like mortgage company info, insurance company info, etc. Is their a way thisd can be done? I am pretty computer literate, but not familiar at all with changing software. TIA, Chris . |
#3
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Custom Contact fields or pages
IM:
Thanks for the info. That works, but what I had in mind was an additional "tab" that I could put this info on, making it easier to enter when the contact is created. Can this be done? ----- IM wrote: ----- Chris, you should be able to add custom fields to achieve this. If you open a contact and go the All Fields tab, there is a New button at the bottom of the dialog where you can define new fields. Make sure you set the Select from: combo box to user-defined fields in this folder so they apply to all items in the Contact folder. good luck! -----Original Message----- I am a fire & water damage contractor, using Office XP on a single server network and my OS is 98SE (1 station), 2000pro (2 stations and the server), and XP (2 stations). I presently use Outlook to manage contacts such as subcontractors, insurance contacts, and personal contacts. I would like to manage customers that way as well, but need a way to add some custom info to their file, things like mortgage company info, insurance company info, etc. Is their a way thisd can be done? I am pretty computer literate, but not familiar at all with changing software. TIA, Chris . |
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