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Basic CRM using Contacts
Have an old Access 97 database where screen is divided into two: In the left field, people can choose a company and when they do that the right field will display 1) the company's address + phone numbers and 2) contact persons in that company and their personal contact details. Contains about 400-500 companies with 0-10 contact persons in each. I'm experimenting with copying this to Outlook 2002, as this would allow my collegues to download the entire database to their palms. The "company view" w. "all collapsed" as default sorts people into companies and creates a suitable view. However, I would have liked the grey group headers to be named something else than "company: Microsoft (2 items)" or "company: Google (7 items)". Is there any way I can change this text to be e.g. "Microsoft, Silicon Valley 3B, 10000 California, +1 555 1234" where the group header displays both the "company" and the "address" fields from the person it generated the group from? Any other suggestions for how to make contacts more company based than person based are welcome. /Merete ------------------------------------------------ ~~ Message posted from http://www.ExcelTip.com/ ~~View and post usenet messages directly from http://www.ExcelForum.com/ |
#2
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Basic CRM using Contacts
The group header can show only the data from one field. It cannot
concatenate data from multiple fields. Nor can you group on a formula field. Therefore, to do what you want, you'd need code in a custom form or VBA/COM add-in event handler to write the desired information to the field you want to group on. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Merete" wrote in message ... Have an old Access 97 database where screen is divided into two: In the left field, people can choose a company and when they do that the right field will display 1) the company's address + phone numbers and 2) contact persons in that company and their personal contact details. Contains about 400-500 companies with 0-10 contact persons in each. I'm experimenting with copying this to Outlook 2002, as this would allow my collegues to download the entire database to their palms. The "company view" w. "all collapsed" as default sorts people into companies and creates a suitable view. However, I would have liked the grey group headers to be named something else than "company: Microsoft (2 items)" or "company: Google (7 items)". Is there any way I can change this text to be e.g. "Microsoft, Silicon Valley 3B, 10000 California, +1 555 1234" where the group header displays both the "company" and the "address" fields from the person it generated the group from? Any other suggestions for how to make contacts more company based than person based are welcome. |
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