Contact Entry Auto-Fill Category Rule
  Home FAQ Contact Sign in
microsoft.public.outlook.contacts only
 
Advanced search
POPULAR GROUPS

more...

microsoft ... contacts Profile…
 Up
Contact Entry Auto-Fill Category Rule         


Author: Jacinthe
Date: Aug 11, 2008 08:02

I know my heading is confusing. But my question may be more so. Here's what
I want to have happen - is it possible?

I work in the medical profession and my contacts list consists mostly of
doctors. I add 5-10 doctors per day to contacts, sometimes quite a few more
than that. I have created a custom category "Medical Providers" to help sort
them. I will admit up front that I am lazy, and I want to skip selecting the
category for these patients. The company name for a doctor will always
contain the doctor's degree, i.e. Joe Smith MD or Jim Jones DC or whatever.
I would like to create a rule in which the entry of the letters MD, DC, or DO
in the company field causes the category to automatically select "Medical
Providers".

Barring this truly lazy-man's option, I would be okay if Medical Providers
were a "default" category which appears on every contact initially, as these
are the bulk of my contacts entries. Then I would only have to change a few
entries per week.

I hope this (admittedly wordy) question makes sense. Let me know if there
is a solution. Thanks!
4 Comments
Re: Contact Entry Auto-Fill Category Rule         


Author: Diane Poremsky [MVP]
Date: Aug 11, 2008 09:33

The first would require VBA. The second a custom form. The second is easier.
:)

Open a new form and apply the category you want set as default.
(if using 2007 Go to the Office Orb menu, Editor options and enable the
Developer tab)
(if using 2003 or older, look on tools menu of the form)
Choose Publish as… enter a name for you form and click Ok.
Close the form.
Right click on the folder and choose properties
Set the new form as your default for this folder.

--
Diane Poremsky [MVP - Outlook]
Need Help with Common Tasks? http://www.outlook-tips.net/beginner/
Outlook 2007: http://www.slipstick.com/outlook/ol2007/

Outlook Tips by email:
dailytips-subscribe-request@lists.outlooktips.net

EMO - a weekly newsletter about Outlook and Exchange:
EMO-NEWSLETTER-SUBSCRIBE-REQUEST@PEACH.EASE.LSOFT.COM
Show full article (2.35Kb)
no comments
Re: Contact Entry Auto-Fill Category Rule         


Author: Jacinthe
Date: Aug 11, 2008 10:01

Okay, I've almost got it. You lost me at:
> Right click on the folder and choose properties
> Set the new form as your default for this folder.

Which folder do I right click? Sorry I didn't mention it before (thought I
had, guess I didn't), but I'm using Office XP ...
no comments
Re: Contact Entry Auto-Fill Category Rule         


Author: Diane Poremsky [MVP]
Date: Aug 11, 2008 10:23

The folder you are working with - in your case, contacts. If someone does
this with appointments, they would use the calendar folder.

--
Diane Poremsky [MVP - Outlook]
Need Help with Common Tasks? http://www.outlook-tips.net/beginner/
Outlook 2007: http://www.slipstick.com/outlook/ol2007/

Outlook Tips by email:
dailytips-subscribe-request@lists.outlooktips.net

EMO - a weekly newsletter about Outlook and Exchange:
EMO-NEWSLETTER-SUBSCRIBE-REQUEST@PEACH.EASE.LSOFT.COM

Outlook Tips: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point your
newsreader to msnews.microsoft.com.
Show full article (1.16Kb)
no comments
Re: Contact Entry Auto-Fill Category Rule         


Author: Jacinthe
Date: Aug 11, 2008 13:40

Geez. *slaps self on forehead* I should have known that. :)

Thanks a million - SO helpful!

"Diane Poremsky [MVP]" wrote:
> The folder you are working with - in your case, contacts. If someone does
> this with appointments, they would use the calendar folder.
>
> --
> Diane Poremsky [MVP - Outlook]
> Need Help with Common...
Show full article (1.36Kb)
no comments