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  The Official Outlook2CRM Development blog. Hosted by Ryan Farley, Director of Development for Customer FX Corporation and developer of Outlook2CRM.

 Changing the "Add Missing E-mail to Contact" Option on the Contact Match Dialog


I've been asked a couple of times about how to change the default behavior of the "Add missing e-mail to contact" option on the Contact Match Dialog. This checkbox allows the contact record selected for matching an e-mail to be updated with the e-mail address from the selected e-mail. Using this option will add the missing e-mail address to the contact so that the next time the record will be automatically matched without the need for the user to select it manually.

However, this can be a burden in some scenarios if you don't want the contact record updated and you forget to uncheck this option. A change slated for the next version of Outlook2CRM will make this checkbox remember a setting on a per-user basis. If a user unchecks this box it will remain unchecked for that user always, until the user checks it again. Theres no need to wait for the next version for this, the behavior of this checkbox can be easily changed now.

How to Change the "Add Missing E-mail to Contact" Checkbox to Default to Unchecked:

  1. Open the form "Outlook2CRM Dialog - Select Contact Match" from the "Outlook2CRM" family in the Architect.
  2. Locate the checkbox, select it.
  3. In the property browser, change the Checked property from True to False
  4. Save & Release the form (It will prompt you to save as a new version, that is OK as long as you remember to release after)

That is it. From that point on it will always come up unchecked by default.


Published Thursday, September 20, 2007 5:01 PM by Ryan Farley

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