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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 |
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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] |
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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
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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 |
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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
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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 |
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Custom Fields in Outlook (was Additional Phone Number Fields)
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#9
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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
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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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