P
Pyramid 36
We have a Word template with form fields that we use to collect information
gathered during an interview with the contact. Currently, we create a new
Contact record, open a new document from the template, fill in basic contact
data in the Contact form, record information from the interview in the Word
form, save the Word form, and create a link in the Notes section of the
Contact record.
We want to eliminate having to create a new document from the template as
well as the Save & link steps. The elegant solution it seems would be do
design an Outlook form. Because of the time & cost involved in developing a
custom OL form and our lack of inhouse OL Form development expertise, I
thought someone might have suggestions on how to more closely "bind" the Word
form without actually developing a new form.
I was hoping that there was a way to incorporate the Word form into an OL
form without minimal-to-no "programming".
gathered during an interview with the contact. Currently, we create a new
Contact record, open a new document from the template, fill in basic contact
data in the Contact form, record information from the interview in the Word
form, save the Word form, and create a link in the Notes section of the
Contact record.
We want to eliminate having to create a new document from the template as
well as the Save & link steps. The elegant solution it seems would be do
design an Outlook form. Because of the time & cost involved in developing a
custom OL form and our lack of inhouse OL Form development expertise, I
thought someone might have suggestions on how to more closely "bind" the Word
form without actually developing a new form.
I was hoping that there was a way to incorporate the Word form into an OL
form without minimal-to-no "programming".