Problems with Outlook activities Linking to copied contacts

[Mark Brotcke]

In outlook, i have to enter 100 contacts, all with the same basic
information except for the name and e-mail. So i want to create a
"Contact Template".. Here is what i do

create a contact.. enter all data that is relevant.. Then we copy
the contact… I'v tried to just right click and drag down a
little then chose copy, then open it and change the info. Iv tried
to open it and chose action new contact from same company.. I've tried
coping it into another folder changing info then copying back

No matter what I do… All contacts that originated from the Original
get the exact same activities. Notes, appointment. It is really a
Pain to enter same info of contacts over and over, and im sure there
is a away!

Any help would be great!!!

Mark Brotcke

 

[Jos]

"Mark Brotcke" <[email protected]> schreef in bericht
| In outlook, i have to enter 100 contacts, all with the same basic
| information except for the name and e-mail. So i want to create a
| "Contact Template".. Here is what i do
|
| create a contact.. enter all data that is relevant.. Then we copy
| the contact. I'v tried to just right click and drag down a
| little then chose copy, then open it and change the info. Iv tried
| to open it and chose action new contact from same company.. I've tried
| coping it into another folder changing info then copying back
|
| No matter what I do. All contacts that originated from the Original
| get the exact same activities. Notes, appointment. It is really a
| Pain to enter same info of contacts over and over, and im sure there
| is a away!
|
| Any help would be great!!!
|
| Mark Brotcke

Hi Mark,

1. Define your information in Excel, and import it into MS Outlook.
2. Define a form. For some strange reason, if you open the contact and
choose Design this form (with contact details included), immediately
afterwards publish it (as Zcontact), then all the details (line items) are
copied into the new contact. In my opinion a design error, btw.