Show Parrent Account in Outlook Contact
I always get the same question to hear, “Why I do not see the company name in my Outlook contacts?”
So, there are a few solutions for that, but the best Solution, you can read here.
One strange thing is, that the Contact will be synchronized with the Parent Account, but it will not be available for the user, look at this.
Open Outlook an go to your Contacts, no open your favorite vie, mine is “Detailed Address Cards” and go to “View - Arrange By - Current View - Customize Current View”
You can see the following Windows
No, make a click on “Fields”
No we have to create a New Field, so click on “New Field…” and write the following in the window.
Name: Parent Account
Typ:Text
Format: Text
Now, move up the newly created field.
So that was it, look at your contacts, and you can see the Parent Account
Have a nice day.
on 2007-09-24 at 4.46 am
Here’s the code to fix the problem:
Set it as a macro and run it periodically to make sure you Outlook contacts have the CRM Parent Account name set
Sub SyncCRMCompanyName()
Dim objApp As Application
Dim objNS As NameSpace
Dim objContacts As MAPIFolder
Dim colItems As Items
Dim objContact As ContactItem
Dim strParentAcct As String
Dim i As Integer
Set objApp = CreateObject(”Outlook.Application”)
Set objNS = objApp.GetNamespace(”MAPI”)
Set objContacts = objNS.GetDefaultFolder(olFolderContacts)
i = 0
Set colItems = objContacts.Items
For Each objContact In colItems
strParentAcct = “”
If objContact.CompanyName = “” Then
If objContact.UserProperties.Count > 0 Then
strParentAcct = objContact.UserProperties.Item(”Parent Account”)
If strParentAcct “” Or objContact.CompanyName strParentAcct Then
Rem Answer = MsgBox(strParentAcct, vbOKCancel)
objContact.CompanyName = strParentAcct
objContact.Save
i = i + 1
End If
End If
End If
Next
MsgBox (”All done: ” & i & ” records updated”)
End Sub