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#11
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Exporting User defined Contact Field
I'm trying to find Sue Mosher-MVP here...
Sorry to inject a new thread into an old one. I'm not good at using newsgroups. I wonder whether Sue or anyone has any idea what happened to the "Contacts" field (or its content on import) when OL 2003 is upgraded to OL 2007? My 2003 data had a lot of cross-links. Are they lost now? Thanks, Dave --------------- "Sue Mosher [MVP-Outlook]" wrote: Outlook doesn't support exporting custom fields. Quick and dirty method: 1. Put all the items from your form in one folder. 2. Use a table view to display all the data fields that you want to export to Excel. 3. Choose Edit | Select All. 4. Choose Edit | Copy. 5. Paste to Excel. You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm . -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Keith" wrote in message ... I created a user defined field under the Customize current field - fields - new field in Outlook Contacts. The new field is a Yes / No type. When I try to export the contacts to either MS Excel or MS Access that field is not available for export. Is there anyway to export ALL Contact fields -- including user created fields. I also tried to change the existing USER FIELD 1 field to a YES/NO type, however Outlook does not provide that abiltiy either. I'm using Outlook 2003 SP2 HELP Thanks -- Keith |
#12
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Exporting User defined Contact Field
Importing contact information *always* breaks contact links in every version. Furthermore, upgrading on the same machine never requires a data import.
The way to maintain contact links is simply to continue to use the same Personal Folders .pst file, in the same location on the hard drive. Next time, please start a new topic thread rather than piggybacking on an unrelated topic. -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "OneDave" wrote in message ... I'm trying to find Sue Mosher-MVP here... Sorry to inject a new thread into an old one. I'm not good at using newsgroups. I wonder whether Sue or anyone has any idea what happened to the "Contacts" field (or its content on import) when OL 2003 is upgraded to OL 2007? My 2003 data had a lot of cross-links. Are they lost now? |
#13
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Exporting User defined Contact Field
Hi Sue:
I've been reading your string on how to export out user defined fields, because I need these fields in Access for reporting purposes. When I use a table view to display the fields, they are not in there. Why is it so hard to get these fields exported out? This should be easy and it's not. Can you help me? "Sue Mosher [MVP-Outlook]" wrote: Outlook doesn't support exporting custom fields. Quick and dirty method: 1. Put all the items from your form in one folder. 2. Use a table view to display all the data fields that you want to export to Excel. 3. Choose Edit | Select All. 4. Choose Edit | Copy. 5. Paste to Excel. You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm . -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Keith" wrote in message ... I created a user defined field under the Customize current field - fields - new field in Outlook Contacts. The new field is a Yes / No type. When I try to export the contacts to either MS Excel or MS Access that field is not available for export. Is there anyway to export ALL Contact fields -- including user created fields. I also tried to change the existing USER FIELD 1 field to a YES/NO type, however Outlook does not provide that abiltiy either. I'm using Outlook 2003 SP2 HELP Thanks -- Keith |
#14
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Exporting User defined Contact Field
As Sue stated - neither importing/exporting of custom fields is support nor
are these accessible via the Access link. Other alternative options to Sue's suggestion: #1 - Use this free program (not related to us): http://www.codetwo.com/pages/freewar...ook_export.php Or you are always welcome to check our exporter products (not free) in case the additional options/features are of interest - one of which would be to schedule any export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). http://www.contactgenie.com/cgxfeatures.htm Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Sue: I've been reading your string on how to export out user defined fields, because I need these fields in Access for reporting purposes. When I use a table view to display the fields, they are not in there. Why is it so hard to get these fields exported out? This should be easy and it's not. Can you help me? "Sue Mosher [MVP-Outlook]" wrote: Outlook doesn't support exporting custom fields. Quick and dirty method: 1. Put all the items from your form in one folder. 2. Use a table view to display all the data fields that you want to export to Excel. 3. Choose Edit | Select All. 4. Choose Edit | Copy. 5. Paste to Excel. You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm . -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Keith" wrote in message ... I created a user defined field under the Customize current field - fields - new field in Outlook Contacts. The new field is a Yes / No type. When I try to export the contacts to either MS Excel or MS Access that field is not available for export. Is there anyway to export ALL Contact fields -- including user created fields. I also tried to change the existing USER FIELD 1 field to a YES/NO type, however Outlook does not provide that abiltiy either. I'm using Outlook 2003 SP2 HELP Thanks -- Keith |
#15
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Exporting User defined Contact Field
Thanks Karl. I've sent both links to my IT Director to check out. Have a
great weekend and thanks for your response. "Karl Timmermans" wrote: As Sue stated - neither importing/exporting of custom fields is support nor are these accessible via the Access link. Other alternative options to Sue's suggestion: #1 - Use this free program (not related to us): http://www.codetwo.com/pages/freewar...ook_export.php Or you are always welcome to check our exporter products (not free) in case the additional options/features are of interest - one of which would be to schedule any export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). http://www.contactgenie.com/cgxfeatures.htm Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Sue: I've been reading your string on how to export out user defined fields, because I need these fields in Access for reporting purposes. When I use a table view to display the fields, they are not in there. Why is it so hard to get these fields exported out? This should be easy and it's not. Can you help me? "Sue Mosher [MVP-Outlook]" wrote: Outlook doesn't support exporting custom fields. Quick and dirty method: 1. Put all the items from your form in one folder. 2. Use a table view to display all the data fields that you want to export to Excel. 3. Choose Edit | Select All. 4. Choose Edit | Copy. 5. Paste to Excel. You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm . -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Keith" wrote in message ... I created a user defined field under the Customize current field - fields - new field in Outlook Contacts. The new field is a Yes / No type. When I try to export the contacts to either MS Excel or MS Access that field is not available for export. Is there anyway to export ALL Contact fields -- including user created fields. I also tried to change the existing USER FIELD 1 field to a YES/NO type, however Outlook does not provide that abiltiy either. I'm using Outlook 2003 SP2 HELP Thanks -- Keith |
#16
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Exporting User defined Contact Field
Hi Karl:
I am trying an evaluation copy of the ContactGenie Pro version and I really need help - I don't understand what I'm doing. I am trying to connect my outlook contact folder to access so I can create reports based on user defined fields I have created. I was told by my IT department that you must create a database first, so I imported the contact list into Access, but the user defined fields are not there. When I tried to map the user defined fields, it moved them over to the source file, but the original file names are the same. Should I first create another table that I can link to the imported contact list which has all my user defined fields listed in it? It wouldn't let me add all the new user defined fields to the bottom of the field list. I don't know how to import these fields in my Access file. Are we using the correct program, or should I be evaluating the Exporter Program and set up a scheduled export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). Can you explain that to me or call me at 800.326.1830? "Karl Timmermans" wrote: As Sue stated - neither importing/exporting of custom fields is support nor are these accessible via the Access link. Other alternative options to Sue's suggestion: #1 - Use this free program (not related to us): http://www.codetwo.com/pages/freewar...ook_export.php Or you are always welcome to check our exporter products (not free) in case the additional options/features are of interest - one of which would be to schedule any export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). http://www.contactgenie.com/cgxfeatures.htm Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Sue: I've been reading your string on how to export out user defined fields, because I need these fields in Access for reporting purposes. When I use a table view to display the fields, they are not in there. Why is it so hard to get these fields exported out? This should be easy and it's not. Can you help me? "Sue Mosher [MVP-Outlook]" wrote: Outlook doesn't support exporting custom fields. Quick and dirty method: 1. Put all the items from your form in one folder. 2. Use a table view to display all the data fields that you want to export to Excel. 3. Choose Edit | Select All. 4. Choose Edit | Copy. 5. Paste to Excel. You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm . -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Keith" wrote in message ... I created a user defined field under the Customize current field - fields - new field in Outlook Contacts. The new field is a Yes / No type. When I try to export the contacts to either MS Excel or MS Access that field is not available for export. Is there anyway to export ALL Contact fields -- including user created fields. I also tried to change the existing USER FIELD 1 field to a YES/NO type, however Outlook does not provide that abiltiy either. I'm using Outlook 2003 SP2 HELP Thanks -- Keith |
#17
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Exporting User defined Contact Field
In reviewing our support messages - a detailed response from CG support
(related to the email you sent detailing much of the same questions) was sent to you earlier today. If you haven't rec'd it - please reply to this message privately and I'll follow-up but if that is the case - please first check your spam folder and ensure that you can receive messages from contactgenie.com). Just to recap this for anyone else reading this thread: #1 - CG DataPorter is an "import" product taking data from any source file into an Outlook contact folder (http://www.contactgenie.com/cg20features.htm) #2 - CG Exporter is our "Export" product - data goes from Outlook folder to output data file (http://www.contactgenie.com/cgxfeatures.htm) #3 - No CG product acts as a "connector" between Outlook and any datafiles for any purpose outside of the product's stated function. #4 - You cannot import or export any user-defined fields using the Outlook import/export wizard #5 - "Linked" tables between Outlook/Access will not provide access to any custom fields (not a CG issue - just the way the Outlook connector for "linked" Outlook tables works in MS Access) #6 - Both CG DataPorter and Exporter provide options to "update" any pre-existing info for both importing and exporting and all CG products support custom forms/user-defined fields. Currently DataPorter will only import data using the default message class for the folder whereas Exporter allows for specifying which message class is to be used. All CG products will eventually be standardized to be "message class" specific (user selectable) regardless of the default setting is for any folder. #7 - CG specific questions should not be posed in this newsgroup (but rather to "support AT contactgenie.com" - as was also done in this case). This newsgroup is purely for questions related to MS Outlook and not vendor specific products (at least not ours in any case). Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Karl: I am trying an evaluation copy of the ContactGenie Pro version and I really need help - I don't understand what I'm doing. I am trying to connect my outlook contact folder to access so I can create reports based on user defined fields I have created. I was told by my IT department that you must create a database first, so I imported the contact list into Access, but the user defined fields are not there. When I tried to map the user defined fields, it moved them over to the source file, but the original file names are the same. Should I first create another table that I can link to the imported contact list which has all my user defined fields listed in it? It wouldn't let me add all the new user defined fields to the bottom of the field list. I don't know how to import these fields in my Access file. Are we using the correct program, or should I be evaluating the Exporter Program and set up a scheduled export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). Can you explain that to me or call me at 800.326.1830? "Karl Timmermans" wrote: As Sue stated - neither importing/exporting of custom fields is support nor are these accessible via the Access link. Other alternative options to Sue's suggestion: #1 - Use this free program (not related to us): http://www.codetwo.com/pages/freewar...ook_export.php Or you are always welcome to check our exporter products (not free) in case the additional options/features are of interest - one of which would be to schedule any export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). http://www.contactgenie.com/cgxfeatures.htm Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Sue: I've been reading your string on how to export out user defined fields, because I need these fields in Access for reporting purposes. When I use a table view to display the fields, they are not in there. Why is it so hard to get these fields exported out? This should be easy and it's not. Can you help me? "Sue Mosher [MVP-Outlook]" wrote: Outlook doesn't support exporting custom fields. Quick and dirty method: 1. Put all the items from your form in one folder. 2. Use a table view to display all the data fields that you want to export to Excel. 3. Choose Edit | Select All. 4. Choose Edit | Copy. 5. Paste to Excel. You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm . -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Keith" wrote in message ... I created a user defined field under the Customize current field - fields - new field in Outlook Contacts. The new field is a Yes / No type. When I try to export the contacts to either MS Excel or MS Access that field is not available for export. Is there anyway to export ALL Contact fields -- including user created fields. I also tried to change the existing USER FIELD 1 field to a YES/NO type, however Outlook does not provide that abiltiy either. I'm using Outlook 2003 SP2 HELP Thanks -- Keith |
#18
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Exporting User defined Contact Field
Hi Karl:
Yes, I did get this message and determined we downloaded the wrong program. So my IT department just sent me the Exporter and it took me 2x of setting up the conditions before it exported. It looks like it imported into Access ok. But now my question is where do I go to set up the task scheduler so it will replace the table every week for me? How do I find the template I just created? Thanks again for your help. "Karl Timmermans" wrote: In reviewing our support messages - a detailed response from CG support (related to the email you sent detailing much of the same questions) was sent to you earlier today. If you haven't rec'd it - please reply to this message privately and I'll follow-up but if that is the case - please first check your spam folder and ensure that you can receive messages from contactgenie.com). Just to recap this for anyone else reading this thread: #1 - CG DataPorter is an "import" product taking data from any source file into an Outlook contact folder (http://www.contactgenie.com/cg20features.htm) #2 - CG Exporter is our "Export" product - data goes from Outlook folder to output data file (http://www.contactgenie.com/cgxfeatures.htm) #3 - No CG product acts as a "connector" between Outlook and any datafiles for any purpose outside of the product's stated function. #4 - You cannot import or export any user-defined fields using the Outlook import/export wizard #5 - "Linked" tables between Outlook/Access will not provide access to any custom fields (not a CG issue - just the way the Outlook connector for "linked" Outlook tables works in MS Access) #6 - Both CG DataPorter and Exporter provide options to "update" any pre-existing info for both importing and exporting and all CG products support custom forms/user-defined fields. Currently DataPorter will only import data using the default message class for the folder whereas Exporter allows for specifying which message class is to be used. All CG products will eventually be standardized to be "message class" specific (user selectable) regardless of the default setting is for any folder. #7 - CG specific questions should not be posed in this newsgroup (but rather to "support AT contactgenie.com" - as was also done in this case). This newsgroup is purely for questions related to MS Outlook and not vendor specific products (at least not ours in any case). Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Karl: I am trying an evaluation copy of the ContactGenie Pro version and I really need help - I don't understand what I'm doing. I am trying to connect my outlook contact folder to access so I can create reports based on user defined fields I have created. I was told by my IT department that you must create a database first, so I imported the contact list into Access, but the user defined fields are not there. When I tried to map the user defined fields, it moved them over to the source file, but the original file names are the same. Should I first create another table that I can link to the imported contact list which has all my user defined fields listed in it? It wouldn't let me add all the new user defined fields to the bottom of the field list. I don't know how to import these fields in my Access file. Are we using the correct program, or should I be evaluating the Exporter Program and set up a scheduled export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). Can you explain that to me or call me at 800.326.1830? "Karl Timmermans" wrote: As Sue stated - neither importing/exporting of custom fields is support nor are these accessible via the Access link. Other alternative options to Sue's suggestion: #1 - Use this free program (not related to us): http://www.codetwo.com/pages/freewar...ook_export.php Or you are always welcome to check our exporter products (not free) in case the additional options/features are of interest - one of which would be to schedule any export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). http://www.contactgenie.com/cgxfeatures.htm Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Sue: I've been reading your string on how to export out user defined fields, because I need these fields in Access for reporting purposes. When I use a table view to display the fields, they are not in there. Why is it so hard to get these fields exported out? This should be easy and it's not. Can you help me? "Sue Mosher [MVP-Outlook]" wrote: Outlook doesn't support exporting custom fields. Quick and dirty method: 1. Put all the items from your form in one folder. 2. Use a table view to display all the data fields that you want to export to Excel. 3. Choose Edit | Select All. 4. Choose Edit | Copy. 5. Paste to Excel. You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm . -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Keith" wrote in message ... I created a user defined field under the Customize current field - fields - new field in Outlook Contacts. The new field is a Yes / No type. When I try to export the contacts to either MS Excel or MS Access that field is not available for export. Is there anyway to export ALL Contact fields -- including user created fields. I also tried to change the existing USER FIELD 1 field to a YES/NO type, however Outlook does not provide that abiltiy either. I'm using Outlook 2003 SP2 HELP Thanks -- Keith |
#19
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Exporting User defined Contact Field
2 answers / 1 request:
#1 - Task scheduler is a Windows task (any task scheduler will do - check with your IT dept if they have standardized on one other than the Windows task scheduler) - WTS found in -- Accessories / System Tools / Scheduled tasks (see CG help file on how to obtain/test exact command line options) #2 - If you didn't save your info as a template - no way to recall it (complete info/description included in the CG Help file - "Step-By-Step section") Request For any additional specific questions related to CG - please send those to "support AT contactgenie.com". This newsgroup is NOT a support venue for CG. You'll find that you'll get a much faster response along with us being able to maintain a complete support history. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Karl: Yes, I did get this message and determined we downloaded the wrong program. So my IT department just sent me the Exporter and it took me 2x of setting up the conditions before it exported. It looks like it imported into Access ok. But now my question is where do I go to set up the task scheduler so it will replace the table every week for me? How do I find the template I just created? Thanks again for your help. "Karl Timmermans" wrote: In reviewing our support messages - a detailed response from CG support (related to the email you sent detailing much of the same questions) was sent to you earlier today. If you haven't rec'd it - please reply to this message privately and I'll follow-up but if that is the case - please first check your spam folder and ensure that you can receive messages from contactgenie.com). Just to recap this for anyone else reading this thread: #1 - CG DataPorter is an "import" product taking data from any source file into an Outlook contact folder (http://www.contactgenie.com/cg20features.htm) #2 - CG Exporter is our "Export" product - data goes from Outlook folder to output data file (http://www.contactgenie.com/cgxfeatures.htm) #3 - No CG product acts as a "connector" between Outlook and any datafiles for any purpose outside of the product's stated function. #4 - You cannot import or export any user-defined fields using the Outlook import/export wizard #5 - "Linked" tables between Outlook/Access will not provide access to any custom fields (not a CG issue - just the way the Outlook connector for "linked" Outlook tables works in MS Access) #6 - Both CG DataPorter and Exporter provide options to "update" any pre-existing info for both importing and exporting and all CG products support custom forms/user-defined fields. Currently DataPorter will only import data using the default message class for the folder whereas Exporter allows for specifying which message class is to be used. All CG products will eventually be standardized to be "message class" specific (user selectable) regardless of the default setting is for any folder. #7 - CG specific questions should not be posed in this newsgroup (but rather to "support AT contactgenie.com" - as was also done in this case). This newsgroup is purely for questions related to MS Outlook and not vendor specific products (at least not ours in any case). Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Karl: I am trying an evaluation copy of the ContactGenie Pro version and I really need help - I don't understand what I'm doing. I am trying to connect my outlook contact folder to access so I can create reports based on user defined fields I have created. I was told by my IT department that you must create a database first, so I imported the contact list into Access, but the user defined fields are not there. When I tried to map the user defined fields, it moved them over to the source file, but the original file names are the same. Should I first create another table that I can link to the imported contact list which has all my user defined fields listed in it? It wouldn't let me add all the new user defined fields to the bottom of the field list. I don't know how to import these fields in my Access file. Are we using the correct program, or should I be evaluating the Exporter Program and set up a scheduled export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). Can you explain that to me or call me at 800.326.1830? "Karl Timmermans" wrote: As Sue stated - neither importing/exporting of custom fields is support nor are these accessible via the Access link. Other alternative options to Sue's suggestion: #1 - Use this free program (not related to us): http://www.codetwo.com/pages/freewar...ook_export.php Or you are always welcome to check our exporter products (not free) in case the additional options/features are of interest - one of which would be to schedule any export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). http://www.contactgenie.com/cgxfeatures.htm Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Sue: I've been reading your string on how to export out user defined fields, because I need these fields in Access for reporting purposes. When I use a table view to display the fields, they are not in there. Why is it so hard to get these fields exported out? This should be easy and it's not. Can you help me? "Sue Mosher [MVP-Outlook]" wrote: Outlook doesn't support exporting custom fields. Quick and dirty method: 1. Put all the items from your form in one folder. 2. Use a table view to display all the data fields that you want to export to Excel. 3. Choose Edit | Select All. 4. Choose Edit | Copy. 5. Paste to Excel. You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm . -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Keith" wrote in message ... I created a user defined field under the Customize current field - fields - new field in Outlook Contacts. The new field is a Yes / No type. When I try to export the contacts to either MS Excel or MS Access that field is not available for export. Is there anyway to export ALL Contact fields -- including user created fields. I also tried to change the existing USER FIELD 1 field to a YES/NO type, however Outlook does not provide that abiltiy either. I'm using Outlook 2003 SP2 HELP Thanks -- Keith |
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Exporting User defined Contact Field
Thanks for your help Karl.
"Karl Timmermans" wrote: 2 answers / 1 request: #1 - Task scheduler is a Windows task (any task scheduler will do - check with your IT dept if they have standardized on one other than the Windows task scheduler) - WTS found in -- Accessories / System Tools / Scheduled tasks (see CG help file on how to obtain/test exact command line options) #2 - If you didn't save your info as a template - no way to recall it (complete info/description included in the CG Help file - "Step-By-Step section") Request For any additional specific questions related to CG - please send those to "support AT contactgenie.com". This newsgroup is NOT a support venue for CG. You'll find that you'll get a much faster response along with us being able to maintain a complete support history. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Karl: Yes, I did get this message and determined we downloaded the wrong program. So my IT department just sent me the Exporter and it took me 2x of setting up the conditions before it exported. It looks like it imported into Access ok. But now my question is where do I go to set up the task scheduler so it will replace the table every week for me? How do I find the template I just created? Thanks again for your help. "Karl Timmermans" wrote: In reviewing our support messages - a detailed response from CG support (related to the email you sent detailing much of the same questions) was sent to you earlier today. If you haven't rec'd it - please reply to this message privately and I'll follow-up but if that is the case - please first check your spam folder and ensure that you can receive messages from contactgenie.com). Just to recap this for anyone else reading this thread: #1 - CG DataPorter is an "import" product taking data from any source file into an Outlook contact folder (http://www.contactgenie.com/cg20features.htm) #2 - CG Exporter is our "Export" product - data goes from Outlook folder to output data file (http://www.contactgenie.com/cgxfeatures.htm) #3 - No CG product acts as a "connector" between Outlook and any datafiles for any purpose outside of the product's stated function. #4 - You cannot import or export any user-defined fields using the Outlook import/export wizard #5 - "Linked" tables between Outlook/Access will not provide access to any custom fields (not a CG issue - just the way the Outlook connector for "linked" Outlook tables works in MS Access) #6 - Both CG DataPorter and Exporter provide options to "update" any pre-existing info for both importing and exporting and all CG products support custom forms/user-defined fields. Currently DataPorter will only import data using the default message class for the folder whereas Exporter allows for specifying which message class is to be used. All CG products will eventually be standardized to be "message class" specific (user selectable) regardless of the default setting is for any folder. #7 - CG specific questions should not be posed in this newsgroup (but rather to "support AT contactgenie.com" - as was also done in this case). This newsgroup is purely for questions related to MS Outlook and not vendor specific products (at least not ours in any case). Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Karl: I am trying an evaluation copy of the ContactGenie Pro version and I really need help - I don't understand what I'm doing. I am trying to connect my outlook contact folder to access so I can create reports based on user defined fields I have created. I was told by my IT department that you must create a database first, so I imported the contact list into Access, but the user defined fields are not there. When I tried to map the user defined fields, it moved them over to the source file, but the original file names are the same. Should I first create another table that I can link to the imported contact list which has all my user defined fields listed in it? It wouldn't let me add all the new user defined fields to the bottom of the field list. I don't know how to import these fields in my Access file. Are we using the correct program, or should I be evaluating the Exporter Program and set up a scheduled export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). Can you explain that to me or call me at 800.326.1830? "Karl Timmermans" wrote: As Sue stated - neither importing/exporting of custom fields is support nor are these accessible via the Access link. Other alternative options to Sue's suggestion: #1 - Use this free program (not related to us): http://www.codetwo.com/pages/freewar...ook_export.php Or you are always welcome to check our exporter products (not free) in case the additional options/features are of interest - one of which would be to schedule any export via the task scheduler to a new .mdb which could then be used as a linked table or alternatively into your Access MDB directly creating a new table on each export or updating an existing table (update feature only available in CG Exporter Premium version). http://www.contactgenie.com/cgxfeatures.htm Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Susan May" wrote in message ... Hi Sue: I've been reading your string on how to export out user defined fields, because I need these fields in Access for reporting purposes. When I use a table view to display the fields, they are not in there. Why is it so hard to get these fields exported out? This should be easy and it's not. Can you help me? "Sue Mosher [MVP-Outlook]" wrote: Outlook doesn't support exporting custom fields. Quick and dirty method: 1. Put all the items from your form in one folder. 2. Use a table view to display all the data fields that you want to export to Excel. 3. Choose Edit | Select All. 4. Choose Edit | Copy. 5. Paste to Excel. You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm . -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Keith" wrote in message ... I created a user defined field under the Customize current field - fields - new field in Outlook Contacts. The new field is a Yes / No type. When I try to export the contacts to either MS Excel or MS Access that field is not available for export. Is there anyway to export ALL Contact fields -- including user created fields. I also tried to change the existing USER FIELD 1 field to a YES/NO type, however Outlook does not provide that abiltiy either. I'm using Outlook 2003 SP2 HELP Thanks -- Keith |
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