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Additional Phone Number Fields



 
 
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  #1  
Old March 10th, 2010, 04:08 AM posted to microsoft.public.outlook.contacts
pmokover
external usenet poster
 
Posts: 8
Default Additional Phone Number Fields

Outlook newbie...

Is it possible to add additional phone number fields to Outlook 2007
contacts? Business and Business 2 already exist but I need Business 3,
Business 4, etc. Can that be done. If so, how?

Thanks.
Peter

  #2  
Old March 10th, 2010, 03:35 PM posted to microsoft.public.outlook.contacts
Brian Tillman [MVP-Outlook]
external usenet poster
 
Posts: 2,485
Default Additional Phone Number Fields

"PMokover" wrote in message
...

Is it possible to add additional phone number fields to Outlook 2007
contacts? Business and Business 2 already exist but I need Business 3,
Business 4, etc. Can that be done. If so, how?


You can design a custom form. See this:
http://www.outlookcode.com/article.aspx?ID=35
--
Brian Tillman [MVP-Outlook]

  #3  
Old March 11th, 2010, 01:17 AM posted to microsoft.public.outlook.contacts
Diane Poremsky [MVP]
external usenet poster
 
Posts: 17,338
Default Additional Phone Number Fields

You can create custom fields for the numbers but they won't be in the phone
list. The phone list is limited to 19 phone numbers and you can't change
the labels.

--
Diane Poremsky [MVP - Outlook]
Outlook Tips: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com/

Outlook Tips by email:


EMO - a weekly newsletter about Outlook and Exchange:


Do you sync your mailbox with a smartphone or pda?
http://forums.slipstick.com/showthread.php?t=39473



"PMokover" wrote in message
...
Outlook newbie...

Is it possible to add additional phone number fields to Outlook 2007
contacts? Business and Business 2 already exist but I need Business 3,
Business 4, etc. Can that be done. If so, how?

Thanks.
Peter

  #4  
Old March 21st, 2010, 03:51 PM posted to microsoft.public.outlook.contacts
Jim Robertson[_3_]
external usenet poster
 
Posts: 16
Default Custom Fields in Outlook (was Additional Phone Number Fields)

On 3/10/10 7:35 AM, in article , "Brian
Tillman [MVP-Outlook]" wrote:

You can design a custom form. See this:
http://www.outlookcode.com/article.aspx?ID=35


I'm new to Outlook (a physician trying to nudge his 4-doc practice from
pen/paper/19th century towards early 21st).

My first project with the SBS 2008 Server I've installed was to create a
calendar in a Public Folder on our Exchange 2007 server (part of the default
install of SBS 2008) for docs and staff to get an overview of who's working,
who's away, what meetings are coming up, etc. Right now, I've set it so that
I and the office manager are the only people who can edit the calendar
(she's not yet ready to do so), but all of us can view it.

Making this work correctly both locally, over OWA, and over Outlook Anywhere
took me several days (should give readers a clue as to my lack of
familiarity with how Outlook works under the hood). I'm not a TOTAL newbie,
however; I was able figure out how to make my Mac Pro tower at home accept
the SBS Server OS in a native installation on one of its internal drives and
run two different wireless networks for initial testing (one with dhcp
managed by the Server whenever I'd be testing, the other with dhcp managed
by one of my two 802.11n routers so that my wife and kids didn't shoot me
WHILE I was testing).

Having created our practice calendar (this isn't anything as ambitious as
patient scheduling - we'll leave that to a commercial electronic health
record that we'll purchase once our Uncle Samuel in DC tells us which ones
he endorses), I've started contemplating putting our patient demographic and
referring physician contact information into Outlook. This would be part of
our prep for our eventual installation of commercia EHR

Is it likely that a non-programmer could create a custom Outlook contact
form that would store additional fields that require patterned input; e.g.,
"social security number", or pick-list limited input; e.g., "referring
physician" (which would link to the referring physician's own entry in the
Outlook database) or custom check box fields; e.g., "active", "deceased",
"dialysis patient", etc..

The main purpose of this form would be to get this information into a simple
database that would provide us temporary access to it but also help prepare
us for the implementation of a true commercial EHR (we'd hope to be able to
export the data then for import into the EHR).

Thanks so much,
Jim Robertson

  #5  
Old March 21st, 2010, 05:14 PM posted to microsoft.public.outlook.contacts
Leonid S. Knyshov // SBS Expert
external usenet poster
 
Posts: 290
Default Custom Fields in Outlook (was Additional Phone Number Fields)

On 3/21/2010 7:51 AM, Jim Robertson wrote:
On 3/10/10 7:35 AM, in article , "Brian
Tillman wrote:

You can design a custom form. See this:
http://www.outlookcode.com/article.aspx?ID=35


I'm new to Outlook (a physician trying to nudge his 4-doc practice from
pen/paper/19th century towards early 21st).

My first project with the SBS 2008 Server I've installed was to create a
calendar in a Public Folder on our Exchange 2007 server (part of the default
install of SBS 2008) for docs and staff to get an overview of who's working,
who's away, what meetings are coming up, etc. Right now, I've set it so that
I and the office manager are the only people who can edit the calendar
(she's not yet ready to do so), but all of us can view it.

Making this work correctly both locally, over OWA, and over Outlook Anywhere
took me several days (should give readers a clue as to my lack of
familiarity with how Outlook works under the hood). I'm not a TOTAL newbie,
however; I was able figure out how to make my Mac Pro tower at home accept
the SBS Server OS in a native installation on one of its internal drives and
run two different wireless networks for initial testing (one with dhcp
managed by the Server whenever I'd be testing, the other with dhcp managed
by one of my two 802.11n routers so that my wife and kids didn't shoot me
WHILE I was testing).

Having created our practice calendar (this isn't anything as ambitious as
patient scheduling - we'll leave that to a commercial electronic health
record that we'll purchase once our Uncle Samuel in DC tells us which ones
he endorses), I've started contemplating putting our patient demographic and
referring physician contact information into Outlook. This would be part of
our prep for our eventual installation of commercia EHR

Is it likely that a non-programmer could create a custom Outlook contact
form that would store additional fields that require patterned input; e.g.,
"social security number", or pick-list limited input; e.g., "referring
physician" (which would link to the referring physician's own entry in the
Outlook database) or custom check box fields; e.g., "active", "deceased",
"dialysis patient", etc..

The main purpose of this form would be to get this information into a simple
database that would provide us temporary access to it but also help prepare
us for the implementation of a true commercial EHR (we'd hope to be able to
export the data then for import into the EHR).

Thanks so much,
Jim Robertson

I'd probably recommend BCM or Sharepoint for this.

BCM supports custom fields and will be much easier to customize. It has
ability to store data offline and to share it as well. You can use it as
a light-weight CRM solution to track patients over time. The data is
stored in a standard SQL database and so it's easily exportable. It
won't support web-based entry as of 2007. I thought of adding that
product in the past, but got side-tracked.

http://office.microsoft.com/en-us/he...650271033.aspx

One fair warning about BCM - we have a dedicated group for it, but I am
aware of fewer than 10 people who support this product.

I can't make a specific recommendation about Sharepoint for this
application, but I am sure Sharepoint groups would have much to say.
--
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Try Exchange Online http://bit.ly/free-exchange-trial
Please vote "helpful" if I helped you
  #6  
Old March 21st, 2010, 05:52 PM posted to microsoft.public.outlook.contacts
Diane Poremsky [MVP]
external usenet poster
 
Posts: 17,338
Default Custom Fields in Outlook (was Additional Phone Number Fields)

I would not recommend BCM for this - I don't think I would even suggest
Outlook for it. I'd use Access or Infopath against SQL. Sharepoint is an
option too.

--
Diane Poremsky [MVP - Outlook]
Outlook Tips: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com/

Outlook Tips by email:


EMO - a weekly newsletter about Outlook and Exchange:


Do you sync your mailbox with a smartphone or pda?
http://forums.slipstick.com/showthread.php?t=39473



"Jim Robertson" wrote in message
...
On 3/10/10 7:35 AM, in article ,
"Brian
Tillman [MVP-Outlook]" wrote:

You can design a custom form. See this:
http://www.outlookcode.com/article.aspx?ID=35


I'm new to Outlook (a physician trying to nudge his 4-doc practice from
pen/paper/19th century towards early 21st).

My first project with the SBS 2008 Server I've installed was to create a
calendar in a Public Folder on our Exchange 2007 server (part of the
default
install of SBS 2008) for docs and staff to get an overview of who's
working,
who's away, what meetings are coming up, etc. Right now, I've set it so
that
I and the office manager are the only people who can edit the calendar
(she's not yet ready to do so), but all of us can view it.

Making this work correctly both locally, over OWA, and over Outlook
Anywhere
took me several days (should give readers a clue as to my lack of
familiarity with how Outlook works under the hood). I'm not a TOTAL
newbie,
however; I was able figure out how to make my Mac Pro tower at home accept
the SBS Server OS in a native installation on one of its internal drives
and
run two different wireless networks for initial testing (one with dhcp
managed by the Server whenever I'd be testing, the other with dhcp managed
by one of my two 802.11n routers so that my wife and kids didn't shoot me
WHILE I was testing).

Having created our practice calendar (this isn't anything as ambitious as
patient scheduling - we'll leave that to a commercial electronic health
record that we'll purchase once our Uncle Samuel in DC tells us which ones
he endorses), I've started contemplating putting our patient demographic
and
referring physician contact information into Outlook. This would be part
of
our prep for our eventual installation of commercia EHR

Is it likely that a non-programmer could create a custom Outlook contact
form that would store additional fields that require patterned input;
e.g.,
"social security number", or pick-list limited input; e.g., "referring
physician" (which would link to the referring physician's own entry in the
Outlook database) or custom check box fields; e.g., "active", "deceased",
"dialysis patient", etc..

The main purpose of this form would be to get this information into a
simple
database that would provide us temporary access to it but also help
prepare
us for the implementation of a true commercial EHR (we'd hope to be able
to
export the data then for import into the EHR).

Thanks so much,
Jim Robertson

  #7  
Old March 21st, 2010, 06:33 PM posted to microsoft.public.outlook.contacts
Jim Robertson[_3_]
external usenet poster
 
Posts: 16
Default Custom Fields in Outlook (was Additional Phone Number Fields)

On 3/21/10 9:52 AM, in article
, "Diane Poremsky [MVP]"
wrote:

I would not recommend BCM for this - I don't think I would even suggest
Outlook for it. I'd use Access or Infopath against SQL. Sharepoint is an
option too.


I'm looking at this as a VERY temporary solution (months to less than two
years) for a small LAN consisting of a an SBS 2008 server, 4 docs who work
with laptops on and off the domain, and 5 office staff with workstations
permanently on the domain. We're on a limited budget, and my idea was to use
the tools we now have (MS Office Outlook for some staffers, Outlook Web
Access for others) to get patient and referring physician information into a
contact form that would be usable now but capable of being migrated to a
commercial electronic health record once we purchased one.

Adding a second server box and upgrading our SBS license to premium and
buying BCM licenses for our office staff just to make our lives a little bit
easier now and migration easier later (especially since after the migration
we'd have no use for BCM) probably doesn't make sense.

I know nothing about InfoPath. I've peeked at its product page, which
suggest it can be used to design forms that can be opened in Outlook. I also
haven't begun exploring SharePoint yet (I'm a Mac guy doing this in my spare
time).

Is InfoPath a tool that I could use to modify the basic Outlook contacts
template so that users on our SBS domain using the full Outlook client or
OWA could open a contact form for patients that would contain the additional
data elements (referring physician, Social Security Number, and yes/no
status fields for which a checkbox would be the interface element (active
patient, deceased, dialysis, and transplant would be examples)? Or would we
need the SQL server?

Sorry to ask such basic questions. I'm taking baby steps here :-)

Jim Robertson

  #8  
Old March 21st, 2010, 07:30 PM posted to microsoft.public.outlook.contacts
Leonid S. Knyshov // SBS Expert
external usenet poster
 
Posts: 290
Default Custom Fields in Outlook (was Additional Phone Number Fields)

On 3/21/2010 10:33 AM, Jim Robertson wrote:
On 3/21/10 9:52 AM, in article
, "Diane Poremsky [MVP]"
wrote:

I would not recommend BCM for this - I don't think I would even suggest
Outlook for it. I'd use Access or Infopath against SQL. Sharepoint is an
option too.


I'm looking at this as a VERY temporary solution (months to less than two
years) for a small LAN consisting of a an SBS 2008 server, 4 docs who work
with laptops on and off the domain, and 5 office staff with workstations
permanently on the domain. We're on a limited budget, and my idea was to use
the tools we now have (MS Office Outlook for some staffers, Outlook Web
Access for others) to get patient and referring physician information into a
contact form that would be usable now but capable of being migrated to a
commercial electronic health record once we purchased one.

Adding a second server box and upgrading our SBS license to premium and
buying BCM licenses for our office staff just to make our lives a little bit
easier now and migration easier later (especially since after the migration
we'd have no use for BCM) probably doesn't make sense.

I know nothing about InfoPath. I've peeked at its product page, which
suggest it can be used to design forms that can be opened in Outlook. I also
haven't begun exploring SharePoint yet (I'm a Mac guy doing this in my spare
time).

Is InfoPath a tool that I could use to modify the basic Outlook contacts
template so that users on our SBS domain using the full Outlook client or
OWA could open a contact form for patients that would contain the additional
data elements (referring physician, Social Security Number, and yes/no
status fields for which a checkbox would be the interface element (active
patient, deceased, dialysis, and transplant would be examples)? Or would we
need the SQL server?

Sorry to ask such basic questions. I'm taking baby steps here :-)

Jim Robertson

If you have Office Professional or Small Business, you already have BCM.
If not, it's a $149/seat SKU product. It does not require a dedicated
server as it is a light-weight application.

I will disagree with using Access in this case. That's custom
application development. Custom == $$$. Then again, whenever I see the
suggestion of access, I counter it with Asp.net web applications. Amount
of development time is similar, yet the user is not tied down to Access.

BCM would store all this data easily, can handle links to files on the
file system, and the 2010 version is even more flexible. It is basically
a SQL server interface on top of Outlook with built-in replication,
easily customizable forms (unlike Outlook, which I consider to be a
custom application development), and other normally expensive features.
The page to which I linked illustrates how it is done. In fact, now that
I think about it, I might simply build a commercial EMR solution on top
of it. Thanks for that idea.

You definitely don't have Infopath, which comes only with the most
full-featured SKUs of Office (Professional Plus, Enterprise, and I think
maybe Ultimate). That is again custom application development and
carries much higher cost.
--
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Try Exchange Online http://bit.ly/free-exchange-trial
Please vote "helpful" if I helped you
  #9  
Old March 21st, 2010, 08:02 PM posted to microsoft.public.outlook.contacts
Jim Robertson[_3_]
external usenet poster
 
Posts: 16
Default Custom Fields in Outlook (was Additional Phone Number Fields)

On 3/21/10 11:30 AM, in article ,
"Leonid S. Knyshov // SBS Expert"
wrote:

If you have Office Professional or Small Business, you already have BCM.
If not, it's a $149/seat SKU product. It does not require a dedicated
server as it is a light-weight application.


I have Office Standard. I don't know what other people in our business have,
but I think those who have Office have Standard. At the moment, we haven't
planned for those who don't have Office to buy it, relying instead on OWA
for them.

--snip--


The page to which I linked illustrates how it is done. In fact, now that
I think about it, I might simply build a commercial EMR solution on top
of it. Thanks for that idea.


I guess you haven't been on the same playground as the geniuses at CMS who
are implementing the "stimulus" portions of the "HiTech Act." They're
stumbling all over themselves trying to write so many regulations and
penalties that it's going to be a nightmare.

In any event, I'll look at BCM. Just so I understand, however: if I
struggled with InfoPath (or if someone who knew what he was doing used it as
a development tool), the result would require a SQL server, not just
SharePoint. Is that correct?

I REALLY appreciate your willingness to help me sort out what this is all
about.

Jim Robertson

  #10  
Old March 21st, 2010, 09:33 PM posted to microsoft.public.outlook.contacts
Jim Robertson[_3_]
external usenet poster
 
Posts: 16
Default Custom Fields in Outlook (was Additional Phone Number Fields)

On 3/21/10 11:30 AM, in article ,
"Leonid S. Knyshov // SBS Expert"
wrote:

If you have Office Professional or Small Business, you already have BCM.
If not, it's a $149/seat SKU product. It does not require a dedicated
server as it is a light-weight application.


Sorry to keep bothering you.

I couldn't find a stand-alone trial version of BCM. The only download from
MS appears to be as part of MS Office Professional. I already have Office
Standard installed on Win 7 VMs on both my Mac Pro and my MacBook Pro. It's
not obvious to me how I add the BCM without installing all of Office
Professional.

Is there a stand-alone DL of BCM available? If I install BCM trial, when it
expires, will I need to reactivate my Office Standard or the Outlook client
within it?

Is there another way of demonstrating for myself how BCM might be usable for
my purposes?

Thanks again,
Jim Robertson

 




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