Outlook 2019 Custom Email form - Edit default email form

[benpals]

I want add Billing Information into the default email form , placed just under/ next to the email subject line.

This is so that i can enter a record of time taken in resolving or answering the emails such that all see per email.

I can then filter / sum up all the time costs later in the month by adding Billing information as a column on the Sent email view and dump to excel. This will have the benfit of reciepiant and subject line / matter already listed.

I have created custom email+Time.oft and amended in the design mode which appears fine as my User template and can use it if i select the form each time.

However I cannot find how to edit the default mail form or Standard message form so this extra field is included by default .
Or any way to ensure it is auto selected as the default email form for all email matters and responses by Outlook.

I have read notes on here re 2007 outlook that amending the default email form may not be ideal or feasible.

Is there yet any way to amend the default email form in outlook 2019

Or

Is there another way to create a template with a required box / button in the email content that would serve to be a column i could filter or add by in a summary to achieve the same purpose at a month end and fill in as i go along on each email..

 

[Diane Poremsky]

You can't amend the default form, you would need bring that form up manually to use it. A macro could bring up a dialog box and add a custom field to the message - this would be visible in the message list when not using compact view.

Create a custom field for Outlook messages

How to create a custom field to mark messages that were responded to in Microsoft Outlook.

www.slipstick.com

you could use a send macro to pop up the dialog to ask for the time.

 

[Diane Poremsky]

deleted macro that did not work. oops.

 

[Diane Poremsky]

Third times a charm - my mistake was using itemadd, not itemsend. My bad.

This uses the default billing time field. You can use a custom defined field instead.

Private Sub Application_ItemSend(ByVal obj As Object, Cancel As Boolean)
    Dim iBilling As String
    On Error Resume Next
  
    iBilling = InputBox("Do you need to enter the billing time?", "Enter the billing time", 0)
 
obj.BillingInformation = iBilling
obj.Save
End Sub

 

[Diane Poremsky]

BTW - if you want to use a custom field.... replace
obj.BillingInformation = iBilling

with the following - billing time is name of your field as it shows when you add it to the view.

Dim objProp As Outlook.UserProperty
Set objProp = obj.UserProperties.Add("Billing Time", olNumber, True)
   objProp.Value = iBilling

 

[shark]

i want to do de same but i cant get there !? help

 

[Diane Poremsky]

i want to do de same but i cant get there !? help

What are you trying to do and what happens?