Customized Contact Form Losing UDFs.

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DBHGuardian

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Outlook version
Outlook 2013 64 bit
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Outlook.com (as MS Exchange)
I have created and published a contact form that i have made custom fields in. I published it to my contacts folder. Was that a mistake? Here are the issues that i am having...When I open a new contact, all the fields including the custom ones are showing up. When i imported with Contact Genie and i open one of the imported contacts, The custom fields are not showing up. When I save a new contact and re-open it, The custom fields are not showing. I have a feeling it has something to do with where i'm saving and publishing it to.


Obviously, there is something i'm not understanding. Should I just give up being able to have all the contact information i need in outlook? or, is there some STEP BY STEP instructions somewhere that i can do this with? At this point, i'm ready to delete everything and start over.
 
Where you saved is fine. How many fields and what type - text, date, etc ? There are some issues if you have a lot of fields. Also, are the contacts using the new form?

I have around 13 udf's most are text, but i have 2 that are date and 1 that is percentage. I have tried to import the contacts with ContactGenie Dataport, and they import fine, but they don't show the custom fields. When I try to create a new contact, the custom form is there, and i can fill out the custom fields, but when i save and close it, and then open it back up the custom fields are gone as well as the information i entered in the custom fields. Not sure where i'm going wrong. Thank you for your reply!
 
Thought i would upload what the custom form looked like when i opened a new contact. I just noticed that i am missing a label at the bottom.
 

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  • Payroll Contact Customized Contact Form.PNG
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Thank you for replying. I hadn't cleared the cache, but when i got there, nothing was listed in the cache. I am attaching a screen shot of what it looked like. Also, I hate to be dense, but i'm not sure how to post an .ost file. I saved it as a template as well, but not sure how to get you what you need. Could you please advise? Thank you!
 

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  • blank manage forms.PNG
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Zip the template file (I don't think it will let you upload the template extension, but i could be wrong) file then click the upload file button.

If you didn't publish to the personal forms (most people don't), that will be blank - so it looks normal from here.
 
I hope this is what you needed. If not, then please let me know. No i didn't publish to personal forms.
 

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Hi, Just wondering if you are going to have the time to help me with this?

Thanks!
 
What I have seen with macros is that the MessageClass reverts back to default when a message is edited. The UDFs are still there in that case, the message just displays by using the wrong form.
 
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