User Defined Keywords and Templates

[ashwken]

Jan,

For new Items based on the default UR Contact Template the Item Title is derived (calculated) from the (Last Name, First Name) fields, or, if these values are not present, the Item Title is derived from the Company field.

A big advantage over a Custom Contact Form.

Also, when sending Contacts from Outlook to UR the default UR Contact Template is used for the creation of the new Item.

For this particualr project the availability of Outlook on the managing system is pretty high - I wanted to avoid introducing a new and different Contact Form.

Yes, it will be nice when all the functionality revealed in the default UR Contact Template is available to the user.