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date: Mon, 11 Aug 2008 08:02:04 -0700,
group: microsoft.public.outlook.contacts
back
Re: Contact Entry Auto-Fill Category Rule
The first would require VBA. The second a custom form. The second is easier.
:)
Open a new form and apply the category you want set as default.
(if using 2007 Go to the Office Orb menu, Editor options and enable the
Developer tab)
(if using 2003 or older, look on tools menu of the form)
Choose Publish as⦠enter a name for you form and click Ok.
Close the form.
Right click on the folder and choose properties
Set the new form as your default for this folder.
--
Diane Poremsky [MVP - Outlook]
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"Jacinthe" wrote in message
news:49C7B210-FBF3-4E21-8C05-0A3858B1DAC5@microsoft.com...
> I know my heading is confusing. But my question may be more so. Here's
> what
> I want to have happen - is it possible?
>
> I work in the medical profession and my contacts list consists mostly of
> doctors. I add 5-10 doctors per day to contacts, sometimes quite a few
> more
> than that. I have created a custom category "Medical Providers" to help
> sort
> them. I will admit up front that I am lazy, and I want to skip selecting
> the
> category for these patients. The company name for a doctor will always
> contain the doctor's degree, i.e. Joe Smith MD or Jim Jones DC or
> whatever.
> I would like to create a rule in which the entry of the letters MD, DC, or
> DO
> in the company field causes the category to automatically select "Medical
> Providers".
>
> Barring this truly lazy-man's option, I would be okay if Medical Providers
> were a "default" category which appears on every contact initially, as
> these
> are the bulk of my contacts entries. Then I would only have to change a
> few
> entries per week.
>
> I hope this (admittedly wordy) question makes sense. Let me know if there
> is a solution. Thanks!
date: Mon, 11 Aug 2008 12:33:24 -0400
author: Diane Poremsky [MVP]
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