Can we make custom form as default form in BCM 2010?

Status
Not open for further replies.

early riser

Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
Hi,

I have a few questions on custom form.

  1. I just finished customizing a new record type from account-based record type in BCM 2010. I gave the form name as Visiting Information. So, now I would like to make this form as the default form instead of the standard Account form. Say for instance when user double click at the Account pane to create a new record, my Visiting Information form will be opened instead of the normal Account form. How can I make that happen?
  2. If item #1 is not achievable, can I maybe add the shor tcut menu at the ribbon to create new Visiting Information record? What I have now is, I have to go to the ribbon for New Item > New Account > Visiting Information. Is it possible to do have a New Visiting Information menu on the ribbon?
  3. One of my custom fields (using the account-based record type) in Visiting Information requires a really long text field (like multiple text line). I created a new field for it but there isn't any datatype for long text. Only text available. How can I increase the text size because I really need to have that field. I can't use Comment anymore since it has been used before in the first page of the form. Please assist.

Thanks in advance.

-A
 

early riser

Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
I have found the solution for item #1 and #2 right after I posted this thread. If you guys are wondering how to make your custom form available just like the default forms,

- go to BCM > Contact Management.

- Right click at any tabs available and click New Tab.

- Choose your custom form (e.g Visiting Information), and specify filter if necessary.

- Your custom form will appear in the tab of Contact Management and the ribbon as well (e.g. New Visiting Information)

I still need your assistance for item #3. So please assist.

Thanks in advance.

-A
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
1. right click on the folder where you want to use it and choose properties - can you set the form there? (I forget if that works for BCM and it doesn't work with Outlook 2013 yet, so its not installed to check)

2. I think this method will work: How to Open Outlook Templates and Files using Toolbar Buttons

3/ if its not available you can't add it... but i will need to check it to be sure. i need to install BCM in a VM so i can sync it with my sharepoint contacts, might as well do it now. :)
 

early riser

Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
3/ if its not available you can't add it... but i will need to check it to be sure. i need to install BCM in a VM so i can sync it with my sharepoint contacts, might as well do it now. :)

Ok, hope you can revert to me a.s.a.p. :). But, by all means, there is no way to change the datatype of the fields beside those listed, am I right? There are only 10 datatypes including relationship.

I really need at least 100 characters accepted for the field. Can I maybe change the datatype to long text/increase string size through MS SQL server?

Btw, thank you for yr reply Diane.

-A
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Afaik, it's not recommended to change the data types, but yes, it is possible to make the change on the SQL server. I haven't tried it (yet) so I can't say if it causes other problems. I can try it but I'm mostly a "Sunday morning" bcm user and will only know if it causes immediate problems, not bugs that show up later.
 

early riser

Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
In that case I'll find other ways to make the field work. Thanks Diane.
 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
W Message class changes of a custom form changes to the default form Using Outlook 2
C Custom Contact form - erase default value Using Outlook 0
G how to set contact custom form as default contact form? Using Outlook 7
A Custom contact form replaced with the default OL form for another user Outlook VBA and Custom Forms 1
P replace default outlook form with custom form Outlook VBA and Custom Forms 1
S Custom Form overwriting the default appointment form in outlook 20 Outlook VBA and Custom Forms 1
K can't get custom form to update multiple contacts using VBA Outlook VBA and Custom Forms 3
H Custom Outlook Contact Form VBA Outlook VBA and Custom Forms 1
F Validation on custom task form after task acceptance Outlook VBA and Custom Forms 1
I Error saving screenshots in a custom form in outlook 2016, outlook 365 - ok in outlook 2013, outlook 2010 Outlook VBA and Custom Forms 5
M VbScript for Command Button on Contacts Custom Form Using Outlook 1
G Other users can't see P.2 with custom fields in Form Outlook VBA and Custom Forms 0
O Create a custom contact form - questions before messing things up... Outlook VBA and Custom Forms 4
L Custom Form Tutoral? Outlook VBA and Custom Forms 6
D Lost Access to Custom Form Outlook VBA and Custom Forms 4
M vCard does not have user-defined fields from my custom contact form (365) Using Outlook 1
S Outlook Custom Form Scripting only working when clicking on "Run this form" Outlook VBA and Custom Forms 2
Victor_50 Outlook 2013 Custom Contact Form starts with "E-mail 2" Outlook VBA and Custom Forms 2
C Custom Form (seperate layout pages and message reading pane) Outlook VBA and Custom Forms 0
C Reading Pane for Custom Form Outlook VBA and Custom Forms 2
N Custom Form Controls Not Visible To Recipient Outlook VBA and Custom Forms 3
Randy Redekopp How To Merge Contact Info to Email Custom Form Template Using Outlook 2
D Problem with custom form including _DocSiteControl1 Outlook VBA and Custom Forms 0
C Custom Outlook Form - Populate Information from Radio Button / Check Box Using Outlook 0
A Possible to hide ribbon with custom appointment form? Outlook VBA and Custom Forms 3
S Custom Form, copy user field data to message body Outlook VBA and Custom Forms 12
Andrew Quirl Custom form to route requests based on input criteria Outlook VBA and Custom Forms 1
D Using a VBA Custom Form to Send Reoccurring Email Upon Task Completion Outlook VBA and Custom Forms 4
W Setting up a custom form Outlook VBA and Custom Forms 2
A Greyed out checkbox in custom form Outlook VBA and Custom Forms 4
Z Outlook Custom Form: Adding Dropdown(Project Code) at the end of subject Outlook VBA and Custom Forms 0
Z Adding dropdown list using custom form Outlook VBA and Custom Forms 7
J autocomplete function in custom form Using Outlook 1
D Custom form with html hyperlink Outlook VBA and Custom Forms 7
D populating listbox on custom form from Access Outlook VBA and Custom Forms 7
D Custom Form Accept and Reject Command buttons Outlook VBA and Custom Forms 2
D create an html table in outlook custom form 2010 using vba in MsAccess Outlook VBA and Custom Forms 7
Potty Ash MS Outlook 2010 custom form - validation or formula to request user to check a checkbox Outlook VBA and Custom Forms 16
J Custom form code doesn't run Outlook VBA and Custom Forms 2
R Custom Contact Form how to update when loaded. Outlook VBA and Custom Forms 6
G Copy Contact field to Appointment Custom Form Field Outlook VBA and Custom Forms 2
S Custom form with dropdown Using Outlook 0
P Custom form reverts from task Outlook VBA and Custom Forms 1
L Create Custom Form Using Outlook 0
L Outlook Custom Form Using Outlook 2
Diane Poremsky The custom form cannot be opened. Outlook will use an Outlook form instead. New Slipstick.com Articles 0
Y Creating custom appointment request form with multiple mail recipients Outlook VBA and Custom Forms 5
J Can Click to Drag Custom Form Field But Cannot Drop When Designing in Outlook 2007 Outlook VBA and Custom Forms 2
A Custom form not showing when recurrence is set for a meeting Using Outlook 0
A Get shared calendar name or id in custom appointment form Using Outlook 0

Similar threads

Top