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Outlook 2003 - User defined fields and searches


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#1
jamiemac

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Hi guys, not sure if anyone can help on this one... A friend of mine has just presented me with a single MS Access table consisting of 7000 records. Each record represents a contact about which she has recorded all sorts of various notes along with the usual contact details.

I have advised her that the first thing she should do is at least try to ensure that each item of contact information has been put in to an appropriate field (i.e. First Name, Last Name etc...).

However I can see already that she has got some User Defined Fields (UDF’s) like pet’s name, directions to their house, various birthdays, anniversaries, business name, business type etc..). It’s amazing what people record about their friends!

I am hoping I can simply customise Outlook to include these UDF's and then import the data straight in from Access?

My second question regards searching. The classic kind of query she performs would be to search on three fields, i.e. Contacts living in Paris, with children under the age of 5). This seems really hard though? Or even a search for a single word across all fields.

Has anyone else tried to do this? Perhaps I should be looking at some specialised software, either as an add in to Outlook or perhaps something else?

My Outlook2003 came bundled in Office 2003 with something called Business Contact Manager (or some similar sounding name) but it is not much help as it is more focussed on sales tracking.

Any help much appreciated!
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#2
jamiemac

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ok well i have found a solution so i thought it might help 8o post it here. without sounding like an advert i have discovered an App called ACT which post of bolts on to the side of Outlook. not expensive, its been around a while so is well supported. just my humble opinion!
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#3
jamiemac

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Sorry I wrote that last reply on the bus on my Windows mobile phone. Here is what it is meant to say..

ok well i have found a solution so I thought it might help to post it here. without sounding like an advert ! have discovered an App called ACT! which just bolts on to the side of Outlook. not expensive, its been around a while so is well supported. just my humble opinion! Happy to tell more if anyone is interested..!
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