Custom Contact fields or pages

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I am a fire & water damage contractor, using Office XP on a single server network and my OS is 98SE (1 station), 2000pro (2 stations and the server), and XP (2 stations). I presently use Outlook to manage contacts such as subcontractors, insurance contacts, and personal contacts. I would like to manage customers that way as well, but need a way to add some custom info to their file, things like mortgage company info, insurance company info, etc. Is their a way thisd can be done? I am pretty computer literate, but not familiar at all with changing software

TIA
Chris
 
Chris,

you should be able to add custom fields to achieve this.

If you open a contact and go the All Fields tab, there is
a New button at the bottom of the dialog where you can
define new fields.

Make sure you set the Select from: combo box to
user-defined fields in this folder so they apply to all
items in the Contact folder.

good luck!
-----Original Message-----
I am a fire & water damage contractor, using Office XP
Click to expand...
on a single server network and my OS is 98SE (1 station),
2000pro (2 stations and the server), and XP (2 stations).
I presently use Outlook to manage contacts such as
subcontractors, insurance contacts, and personal
contacts. I would like to manage customers that way as
well, but need a way to add some custom info to their
file, things like mortgage company info, insurance
company info, etc. Is their a way thisd can be done? I
am pretty computer literate, but not familiar at all with
changing software.
 
IM
Thanks for the info. That works, but what I had in mind was an additional "tab" that I could put this info on, making it easier to enter when the contact is created. Can this be done

----- IM wrote: ----

Chris

you should be able to add custom fields to achieve this

If you open a contact and go the All Fields tab, there is
a New button at the bottom of the dialog where you can
define new fields

Make sure you set the Select from: combo box to
user-defined fields in this folder so they apply to all
items in the Contact folder

good luck
-----Original Message----
I am a fire & water damage contractor, using Office XP
Click to expand...
on a single server network and my OS is 98SE (1 station),
2000pro (2 stations and the server), and XP (2 stations).
I presently use Outlook to manage contacts such as
subcontractors, insurance contacts, and personal
contacts. I would like to manage customers that way as
well, but need a way to add some custom info to their
file, things like mortgage company info, insurance
company info, etc. Is their a way thisd can be done? I
am pretty computer literate, but not familiar at all with
changing software
 
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