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Custom Contact fields or pages



 
 
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  #1  
Old May 21st, 2004, 04:11 PM
Chris
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Default 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  
Old May 22nd, 2004, 01:16 AM
IM
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Default 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  
Old May 24th, 2004, 10:36 PM
Chris C
external usenet poster
 
Posts: n/a
Default 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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