Populate company name in outlook field.

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Populate company name in outlook field.

Postby UkxC » Thu, 28 Jun 2007 00:36:03 GMT

 For contacts that are tracked in CRM & outlook  , does anyone know of a way 
to populate the company name in the address card that is the same name so the 
tracked or partner record in CRM?

RE: Populate company name in outlook field.

Postby amc » Thu, 28 Jun 2007 01:21:00 GMT

This shows you how to show the Parent Account Name from CRM in Outlook 
Contact Views:

 http://www.**--****.com/ 





Similar Threads:

1.auto-populating the company name field when creating a new contact

I've been manually creating several new contacts all from the same company 
and it's a bit tedious. Is there a way to use/create a drop down menu box to 
help populate some of the various fields such as the Company name field or 
others?

I've been copying/pasting the company name from a newly made contact to the 
nxt new one I'm making.
Thanks-
asf

2.auto-populating the company name field when creating a new con

That option on the Action menu is greyed out.
asf

"Vince Averello [MVP - Outlook]" wrote:

> Select a contact from the company in question, go to the Actions menu and 
> choose "New contact from Same Company"
> 
> "ASF" < XXXX@XXXXX.COM > wrote in message 
> news: XXXX@XXXXX.COM ...
> > I've been manually creating several new contacts all from the same company
> > and it's a bit tedious. Is there a way to use/create a drop down menu box 
> > to
> > help populate some of the various fields such as the Company name field or
> > others?
> >
> > I've been copying/pasting the company name from a newly made contact to 
> > the
> > nxt new one I'm making.
>  
> 

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Controls and fields were dragged and dropped from Field Chooser,
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_RecipientControl1
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