Custom Forms in a Public Folder

  • Thread starter Thread starter Doreen
  • Start date Start date
D

Doreen

We want to implement a public contacts folder in Outlook for our client
information. We want to add a field for the Type of Contact (Existing
Client, Prospective Client, etc) and how often there should be a follow up
(Weekly, Monthly, Quarterly, etc).

I used the form I found from slipstick and edited that for the Type of
Contact using Categories, which is great. I'd also like to implement a
mandatory field for the Follow Up, if possible.

However, when I try to associate the new form with the Contact Folder, its
not coming up when I click the New button. I have to choose it from New,
Form and choose it from the list. I don't want it to be everyone's default
for Contacts, but is there a way when I'm in that Contact folder to have the
New button bring up that form? (Or a way to add a contact into that folder
so all contacts that go into it use this form?)
 
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