S
Scott Smith
I have customized the Outlook contact form including an added page
called 'Marketing' for tracking calls, mailings, etc.
I've added a 'Make Call' button that I would like to have the
following functionality:
- Dial contact (used a 3rd-party prog, as I could not find a way to
invoke Windows component)
- Open window (new journal item or simple user form containing a text
box) for taking notes
- Upon ending call, create journal item linked to contact containing
notes, date, etc. for tracking. Also, update contact user properties
for "Last Call" and "Next Call"
I can figure out most of this. What I'm stuck on is the notes
section. Since the final product will be a journal entry, I could
invoke a journal item. As I understand it however, in order to end up
with a linked journal item, I need to save the item before I create
the link. However, if the call does not go thru, or the contact is
not in the office, I don't want to save a journal entry.
What am I missing? Can I use a simple form like I mentioned before?
Or is there a way around saving journal entries that I may not want?
I hope this is understandable!
Thanks!
called 'Marketing' for tracking calls, mailings, etc.
I've added a 'Make Call' button that I would like to have the
following functionality:
- Dial contact (used a 3rd-party prog, as I could not find a way to
invoke Windows component)
- Open window (new journal item or simple user form containing a text
box) for taking notes
- Upon ending call, create journal item linked to contact containing
notes, date, etc. for tracking. Also, update contact user properties
for "Last Call" and "Next Call"
I can figure out most of this. What I'm stuck on is the notes
section. Since the final product will be a journal entry, I could
invoke a journal item. As I understand it however, in order to end up
with a linked journal item, I need to save the item before I create
the link. However, if the call does not go thru, or the contact is
not in the office, I don't want to save a journal entry.
What am I missing? Can I use a simple form like I mentioned before?
Or is there a way around saving journal entries that I may not want?
I hope this is understandable!
Thanks!