Customized Contact Form Losing UDFs.

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DBHGuardian

Member
Outlook version
Outlook 2013 64 bit
Email Account
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.
 

DBHGuardian

Member
Outlook version
Outlook 2013 64 bit
Email Account
Outlook.com (as MS Exchange)
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!
 

DBHGuardian

Member
Outlook version
Outlook 2013 64 bit
Email Account
Outlook.com (as MS Exchange)
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
    Payroll Contact Customized Contact Form.PNG
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Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
13 shouldn't be a problem. Have you cleared the formscache?

Can you post an ost (or frm file) of the form so i can see if i can replicate the behavior?
 

DBHGuardian

Member
Outlook version
Outlook 2013 64 bit
Email Account
Outlook.com (as MS Exchange)
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
    blank manage forms.PNG
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Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
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.
 

DBHGuardian

Member
Outlook version
Outlook 2013 64 bit
Email Account
Outlook.com (as MS Exchange)
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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  • Payroll Client.zip
    17.7 KB · Views: 274

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
it looks like it should be.. with try to take a look tonight or tomorrow morn.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
i started to then got sidetracked, then took the weekend off. Will try to do it tomorrow morning.
 

DBHGuardian

Member
Outlook version
Outlook 2013 64 bit
Email Account
Outlook.com (as MS Exchange)
Hi, Just wondering if you are going to have the time to help me with this?

Thanks!
 

Michael Bauer

Senior Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
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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