Contact Custom Form - Category View

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corymk

Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
I am setting up a Custom Form for Contacts using Exchange 2010 and Outlook 2010. I would like to setup a Category view across the top like the original form does. When you pick a category, it adds those notes at the top and changes the color across the top to show exactly what group it is in by showing the correct color.

Is there any way to setup a custom form to show the category in a nicer format with the color?
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
I am assuming you are making a new first page, otherwise you'd know the categories infobar remains... open the control toolbox, right click on it and choose Custom controls. somewhere in there is the Outlook category control - add a check box to show it then drag it to the new page. All of the category controls will show the same categories - whatever you'd see on the front page will be shown in the control.

category-picker.png

don't know why the picture i uploaded won't show, but it's here too http://screencast.com/t/aPTcTott5ZI
 

corymk

Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
Ok, I will check into that. I was using Outlook 2007 when creating the form. The main computers that look at the forms are using Outlook 2010 though. I will use one of these machines and see if creating the form in Outlook 2010 makes a difference versus the 2007 version I was using previously.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
It shouldn't matter but I haven't checked - my screenshot was from 2010.
 
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