Custom Outlook Contact Form
Question
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Hi all
i am not familiar with editing the customer contact form but a department from a client want this. I was able to change the default new and read form for a new contact List. I have added new fields and dropdown fields. So far so good.
The issues i am running into right now and where i am not able to find the answer is the following:
- When importing contacts from a CSV, it does not import the custom made fields. I read that this is normal behaviour. I am not allowed to install any tools for this. Copy Paste like in Excel does not work. ANy tips on how to change this for 700 contacts?
- The second one is that after the Import, i cannot get the customer made read form for those contacts. It still uses the old one. The new read form is only used for contacts i have added manually. Can i cange this somehow?
- I am having issues with some rules for example: the field Email cannot be empty so i have added the formula: [E-mail] <>""
This works great in the Englisch version but not in the Dutch one. Any thoughts?
Also i would love to have a telephone number validation. It should be written like +Landcode (areacode) rest of the number so like +31 (20) 1234567
for landlines and +31 (6) 12345678
for mobile numbers.
I hope someone can help me with this
Answers
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Question 1: - When importing contacts from a CSV, it does not import the custom made fields.
How do you customize the form?
If the field is pre-defined, we can map CSV file columns to Outlook Contact fields when importing. Drag corresponding field to the Outlook contacts field.
Check this official article: Import contacts from an Excel spreadsheet to Outlook
If the field is created by yourself, Outlook importing wizard does not support user-defined fields.
Question 2: - The second one is that after the Import, i cannot get the customer made read form for those contacts.
This is by design that Outlook import wizard does not support Custom forms. The Outlook import wizard would not create any new contacts using a custom form even if only standard fields were being imported.
Question 3: - I am having issues with some rules for example: the field Email cannot be empty so i have added the formula: [E-mail] <>""
What rules do you mean? Inbox rules? Would you mind share the rule description here for further research?
Question 4: -Also i would love to have a telephone number validation.
Do you mean that you want to let Outlook validate the phone number format automatically? As far as I know, Outlook doesn’t have a built-in option to realize this. However, I find one similar thread in Outlook for Developer forum to use code to format phone numbers.
Hope the information is helpful to you.
Regards,
Perry
Please remember to mark the replies as answers if they helped. If you have feedback for TechNet Subscriber Support, contact tnsf@microsoft.com.
- Edited by Perry-Pan Monday, November 18, 2019 2:33 AM
- Proposed as answer by Perry-Pan Tuesday, November 19, 2019 9:00 AM
- Marked as answer by SleepiestSky622 Monday, November 25, 2019 11:09 AM
All replies
-
Question 1: - When importing contacts from a CSV, it does not import the custom made fields.
How do you customize the form?
If the field is pre-defined, we can map CSV file columns to Outlook Contact fields when importing. Drag corresponding field to the Outlook contacts field.
Check this official article: Import contacts from an Excel spreadsheet to Outlook
If the field is created by yourself, Outlook importing wizard does not support user-defined fields.
Question 2: - The second one is that after the Import, i cannot get the customer made read form for those contacts.
This is by design that Outlook import wizard does not support Custom forms. The Outlook import wizard would not create any new contacts using a custom form even if only standard fields were being imported.
Question 3: - I am having issues with some rules for example: the field Email cannot be empty so i have added the formula: [E-mail] <>""
What rules do you mean? Inbox rules? Would you mind share the rule description here for further research?
Question 4: -Also i would love to have a telephone number validation.
Do you mean that you want to let Outlook validate the phone number format automatically? As far as I know, Outlook doesn’t have a built-in option to realize this. However, I find one similar thread in Outlook for Developer forum to use code to format phone numbers.
Hope the information is helpful to you.
Regards,
Perry
Please remember to mark the replies as answers if they helped. If you have feedback for TechNet Subscriber Support, contact tnsf@microsoft.com.
- Edited by Perry-Pan Monday, November 18, 2019 2:33 AM
- Proposed as answer by Perry-Pan Tuesday, November 19, 2019 9:00 AM
- Marked as answer by SleepiestSky622 Monday, November 25, 2019 11:09 AM
