Integrating with Outlook

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  • Kevin

    Integrating with Outlook

    In my business, I use Quickbooks extensively for billing and accounting and
    a custom built Access DB for project management. I recently began using MS
    Outlooks contacts quite extensively as well (recently bought a PDA to bring
    to job sites!). I have been able to get things set up so that I can
    synchronize my Quickbooks customer and vendor lists with the Outlook
    contacts, and thus with my PDA and this has been immensely helpful.

    My DB has a contacts table where I keep all of my customer and vendor
    information.Thi s was created long before I started using Outlook and
    contains a plethora of contact info that was not possible in Quickbooks. I
    did a bit of research and found that I can use MSAccess to link to the
    Outlook contacts table and I'd like to explore the possibility of using that
    in place of the current contacts table that I have created. A few
    questions/issues have come up, however.

    First off, I notice that the Outlook created table does not use a key field.
    It seems that this will make referencing specific records very difficult.
    This is especially troublesome in that the Outlook table does not contain
    all of the fields that I would prefer to have, thus I would need to have a
    second table for the remaining information and link the tables in a
    one-to-one relationship (is it even possible to do this with the Outlook
    table?) .

    The second issue that I have noticed is that the linked Outlook table does
    not include all of the fields that are available when using the Outlook
    program. Primarily the notes field. I see in the linked table that it has a
    yes/no field for Journal but I'm not sure what that is.

    I'm also wondering (I haven't done any actual testing yet) if I can access
    and change data in the Outlook file through MSAccess without the Outlook
    program being open?

    I am looking at making some major renovations to my DB this winter, so I'm
    looking for some insight on this in the meantime. Any thoughts or ideas are
    welcomed.

    Thanks,
    Kevin


  • Kevin

    #2
    Re: Integrating with Outlook


    "Kevin" <none@email.com wrote in message
    news:qaslk.1771 58$o12.131489@f e03.news.easyne ws.com...
    In my business, I use Quickbooks extensively for billing and accounting
    and a custom built Access DB for project management. I recently began
    using MS Outlooks contacts quite extensively as well (recently bought a
    PDA to bring to job sites!). I have been able to get things set up so that
    I can synchronize my Quickbooks customer and vendor lists with the Outlook
    contacts, and thus with my PDA and this has been immensely helpful.
    >
    My DB has a contacts table where I keep all of my customer and vendor
    information.Thi s was created long before I started using Outlook and
    contains a plethora of contact info that was not possible in Quickbooks.
    I did a bit of research and found that I can use MSAccess to link to the
    Outlook contacts table and I'd like to explore the possibility of using
    that in place of the current contacts table that I have created. A few
    questions/issues have come up, however.
    >
    First off, I notice that the Outlook created table does not use a key
    field. It seems that this will make referencing specific records very
    difficult. This is especially troublesome in that the Outlook table does
    not contain all of the fields that I would prefer to have, thus I would
    need to have a second table for the remaining information and link the
    tables in a one-to-one relationship (is it even possible to do this with
    the Outlook table?) .
    >
    The second issue that I have noticed is that the linked Outlook table does
    not include all of the fields that are available when using the Outlook
    program. Primarily the notes field. I see in the linked table that it has
    a yes/no field for Journal but I'm not sure what that is.
    >
    I'm also wondering (I haven't done any actual testing yet) if I can access
    and change data in the Outlook file through MSAccess without the Outlook
    program being open?
    >
    I am looking at making some major renovations to my DB this winter, so I'm
    looking for some insight on this in the meantime. Any thoughts or ideas
    are welcomed.
    >
    Thanks,
    Kevin
    If it helps, I'm using MSAccess 2003, MSOutlook 2003 and Quickbooks Pro 2008


    Comment

    • Phil Stanton

      #3
      Re: Integrating with Outlook

      If it's any help, I have an AK2 program that theoretically will examine an
      Access database and create an outlook address folder with whatever fields
      Outlook provides. Probably very flaky, but it works for me

      Phil


      "Kevin" <none@email.com wrote in message
      news:9gslk.3701 57$fz6.65671@fe 08.news.easynew s.com...
      >
      "Kevin" <none@email.com wrote in message
      news:qaslk.1771 58$o12.131489@f e03.news.easyne ws.com...
      >In my business, I use Quickbooks extensively for billing and accounting
      >and a custom built Access DB for project management. I recently began
      >using MS Outlooks contacts quite extensively as well (recently bought a
      >PDA to bring to job sites!). I have been able to get things set up so
      >that I can synchronize my Quickbooks customer and vendor lists with the
      >Outlook contacts, and thus with my PDA and this has been immensely
      >helpful.
      >>
      >My DB has a contacts table where I keep all of my customer and vendor
      >information.Th is was created long before I started using Outlook and
      >contains a plethora of contact info that was not possible in Quickbooks.
      >I did a bit of research and found that I can use MSAccess to link to the
      >Outlook contacts table and I'd like to explore the possibility of using
      >that in place of the current contacts table that I have created. A few
      >questions/issues have come up, however.
      >>
      >First off, I notice that the Outlook created table does not use a key
      >field. It seems that this will make referencing specific records very
      >difficult. This is especially troublesome in that the Outlook table does
      >not contain all of the fields that I would prefer to have, thus I would
      >need to have a second table for the remaining information and link the
      >tables in a one-to-one relationship (is it even possible to do this with
      >the Outlook table?) .
      >>
      >The second issue that I have noticed is that the linked Outlook table
      >does not include all of the fields that are available when using the
      >Outlook program. Primarily the notes field. I see in the linked table
      >that it has a yes/no field for Journal but I'm not sure what that is.
      >>
      >I'm also wondering (I haven't done any actual testing yet) if I can
      >access and change data in the Outlook file through MSAccess without the
      >Outlook program being open?
      >>
      >I am looking at making some major renovations to my DB this winter, so
      >I'm looking for some insight on this in the meantime. Any thoughts or
      >ideas are welcomed.
      >>
      >Thanks,
      >Kevin
      If it helps, I'm using MSAccess 2003, MSOutlook 2003 and Quickbooks Pro
      2008
      >

      Comment

      • Kevin

        #4
        Re: Integrating with Outlook


        "Kevin" <none@email.com wrote in message
        news:qaslk.1771 58$o12.131489@f e03.news.easyne ws.com...
        In my business, I use Quickbooks extensively for billing and accounting
        and a custom built Access DB for project management. I recently began
        using MS Outlooks contacts quite extensively as well (recently bought a
        PDA to bring to job sites!). I have been able to get things set up so that
        I can synchronize my Quickbooks customer and vendor lists with the Outlook
        contacts, and thus with my PDA and this has been immensely helpful.
        >
        My DB has a contacts table where I keep all of my customer and vendor
        information.Thi s was created long before I started using Outlook and
        contains a plethora of contact info that was not possible in Quickbooks.
        I did a bit of research and found that I can use MSAccess to link to the
        Outlook contacts table and I'd like to explore the possibility of using
        that in place of the current contacts table that I have created. A few
        questions/issues have come up, however.
        >
        First off, I notice that the Outlook created table does not use a key
        field. It seems that this will make referencing specific records very
        difficult. This is especially troublesome in that the Outlook table does
        not contain all of the fields that I would prefer to have, thus I would
        need to have a second table for the remaining information and link the
        tables in a one-to-one relationship (is it even possible to do this with
        the Outlook table?) .
        >
        The second issue that I have noticed is that the linked Outlook table does
        not include all of the fields that are available when using the Outlook
        program. Primarily the notes field. I see in the linked table that it has
        a yes/no field for Journal but I'm not sure what that is.
        >
        I'm also wondering (I haven't done any actual testing yet) if I can access
        and change data in the Outlook file through MSAccess without the Outlook
        program being open?
        >
        I am looking at making some major renovations to my DB this winter, so I'm
        looking for some insight on this in the meantime. Any thoughts or ideas
        are welcomed.
        >
        Thanks,
        Kevin
        Any other thoughts??


        Comment

        • lyle fairfield

          #5
          Re: Integrating with Outlook

          three thoughts:

          1. PDAs often come with software that surpasses Outlook's contacts,
          calendaring and tasks utilities. For example, the Palm Desktop allows
          me to drag-n-drop a contact into a specific calendar time-slot. While
          I can do this in Outlook for a day, I haven't learned to do it for a
          time such as 09:30, Tuesday etc.
          So why not use your PDA's software? I have found that the synching can
          be simpler and surer.

          2. Your needs seem not to require a relational model so why use
          Access to manage Outlook contacts? Outlook is as fully programmable as
          Access. And new forms can be designed and used in Outlook.

          3. There are many synching programs out there. Some are free. Others
          have a nominal cost. That may mean you have many other choices for
          Contact sofware.

          On Aug 9, 9:12 pm, "Kevin" <n...@email.com wrote:
          "Kevin" <n...@email.com wrote in message
          >
          news:qaslk.1771 58$o12.131489@f e03.news.easyne ws.com...
          >
          >
          >
          >
          >
          In my business, I use Quickbooks extensively for billing and accounting
          and a custom built Access DB for project management. I recently began
          using MS Outlooks contacts quite extensively as well (recently bought a
          PDA to bring to job sites!). I have been able to get things set up so that
          I can synchronize my Quickbooks customer and vendor lists with the Outlook
          contacts, and thus with my PDA and this has been immensely helpful.
          >
          My DB has a contacts table where I keep all of my customer and vendor
          information.Thi s was created long before I started using Outlook and
          contains a plethora of contact info that was not possible in Quickbooks..
          I did a bit of research and found that I can use MSAccess to link to the
          Outlook contacts table and I'd like to explore the possibility of using
          that in place of the current contacts table that I have created. A few
          questions/issues have come up, however.
          >
          First off, I notice that the Outlook created table does not use a key
          field. It seems that this will make referencing specific records very
          difficult. This is especially troublesome in that the Outlook table does
          not contain all of the fields that I would prefer to have, thus I would
          need to have a second table for the remaining information and link the
          tables in a one-to-one relationship (is it even possible to do this with
          the Outlook table?) .
          >
          The second issue that I have noticed is that the linked Outlook table does
          not include all of the fields that are available when using the Outlook
          program. Primarily the notes field. I see in the linked table that it has
          a yes/no field for Journal but I'm not sure what that is.
          >
          I'm also wondering (I haven't done any actual testing yet) if I can access
          and change data in the Outlook file through MSAccess without the Outlook
          program being open?
          >
          I am looking at making some major renovations to my DB this winter, so I'm
          looking for some insight on this in the meantime. Any thoughts or ideas
          are welcomed.
          >
          Thanks,
          Kevin
          >
          Any other thoughts??

          Comment

          • The Frog

            #6
            Re: Integrating with Outlook

            Hi Kevin,

            I am not entirely clear on what you are trying to achieve here. Are
            you wanting to have the functionality of your database built in to
            Outlook and synchronised with your PDA? If so, what type of data are
            you keeping there, and what type of functionality are you looking for
            on the PDA. Are you looking to be able to do everything on your PDA
            that you would be able to do on your laptop for example?

            I have been using and developing with windows mobile based PDA's for
            about 7 years, and I have done this for my own purposes to make my
            life easier. Lyle's idea about using Outlook as the programming
            environment is a good one, and I can confirm that it has been a
            successful one for me in the past.

            If you are looking at building functionality in to your PDA to make
            your life in the field easier then you have a little work cut out for
            you. There are some programs that will allow you to make an Access
            application / DB into a PDA version, complete with forms (I think one
            is even called Pocket Access), but you need to develop for that
            environment. My suggestion would be to try and get hold of the old
            Visual Studio for mobile development, where you can get version of VB
            or C++ for mobile development. The last version I saw was a few years
            ago, and it was pre .net (and also free). This allows you to build and
            test an application completely for a windows based PDA. You can make
            it work off the local contacts database, add your own db with your own
            data, and build your own forms and functionality etc..... It takes
            some serious work though.

            Have you thought about some of the commercial packages that are out
            there. I think there is even a business contacts thingy from MS for
            Outlook with a PDA module that allows you to handle a lot more info
            than the standard, and I think it is free too.

            Just some thoughts.

            Cheers

            The Frog

            Comment

            • Kevin

              #7
              Re: Integrating with Outlook

              Sorry for the long delay. I appreciate all the responses so far. I think I'd
              like to start over, however. First off, lets get rid of the PDA idea. When
              all is said and done, I would like to have a well functioning relationship
              between Outlook and Access and if, later in the game, I can work in a
              solution with the PDA, I'll deal with it then.

              So, what I am looking for is a way to use both Outlook, and Access to access
              one contacts database.

              Lyle, you mentioned that it didn't seem as though I needed a relational
              model. While this may have seemed true from the info I gave, I do in fact
              need relationships. I use the contacts table that I have currently in
              relationships with various other project tables. Thus I need to have a fully
              functional table that Access can use. This is where my biggest question
              comes from? The Outlook db does not have a key field, so I am unsure how
              Access can find and utilize individual records.

              Another option, if it is possible, would be to have Outlook get its
              information directly from my Access table. Is that a feasable goal? And
              would it be a complex task to create/maintain/use?


              "Kevin" <none@email.com wrote in message
              news:qaslk.1771 58$o12.131489@f e03.news.easyne ws.com...
              In my business, I use Quickbooks extensively for billing and accounting
              and a custom built Access DB for project management. I recently began
              using MS Outlooks contacts quite extensively as well (recently bought a
              PDA to bring to job sites!). I have been able to get things set up so that
              I can synchronize my Quickbooks customer and vendor lists with the Outlook
              contacts, and thus with my PDA and this has been immensely helpful.
              >
              My DB has a contacts table where I keep all of my customer and vendor
              information.Thi s was created long before I started using Outlook and
              contains a plethora of contact info that was not possible in Quickbooks.
              I did a bit of research and found that I can use MSAccess to link to the
              Outlook contacts table and I'd like to explore the possibility of using
              that in place of the current contacts table that I have created. A few
              questions/issues have come up, however.
              >
              First off, I notice that the Outlook created table does not use a key
              field. It seems that this will make referencing specific records very
              difficult. This is especially troublesome in that the Outlook table does
              not contain all of the fields that I would prefer to have, thus I would
              need to have a second table for the remaining information and link the
              tables in a one-to-one relationship (is it even possible to do this with
              the Outlook table?) .
              >
              The second issue that I have noticed is that the linked Outlook table does
              not include all of the fields that are available when using the Outlook
              program. Primarily the notes field. I see in the linked table that it has
              a yes/no field for Journal but I'm not sure what that is.
              >
              I'm also wondering (I haven't done any actual testing yet) if I can access
              and change data in the Outlook file through MSAccess without the Outlook
              program being open?
              >
              I am looking at making some major renovations to my DB this winter, so I'm
              looking for some insight on this in the meantime. Any thoughts or ideas
              are welcomed.
              >
              Thanks,
              Kevin
              >

              Comment

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