Quote Originally Posted by Tommy
I am unclear as to how this is to be used. Are we talking about the user opens the doc, enters/selects a Company and the data is populated? or Are we talking about the data is there and the data needs to be checked? or Is it both?
Tommy, good questions. Let me explain further. This document is for short-term call tracking when dealing with a customer on a specific topic. Right now, the document is completely manual and the process is cumbersome. Folks either don't use it or make errors by keying incorrect numbers/email addresses, or placing Call History info in the wrong place and not updating the document appropriately.

1. User will create a new document from a Word template
2. When the document first opens, it will automatically determine the user's Active Directory logon name, along with his email address, office phone, mobile phone, and title. In this part of the code, I store the information in the variables:

strADLogon
strADEmail
strADOPhone
strADMPhone
strADTitle

I need to place these values in the first row of the Internal Contacts table.

3. Next, the user needs to click a control (Command Button, ToolBar Item, or Menu Option - My Preference is a Toolbar Item or Command Button) to get the Company information and place it in the document. This first part of the procedure will run a query against the SQL warehouse using the user's logon to filter his customers. I'll present the use a listbox to select the company. That action will provide the Company Name and Contract Number, which the procedure will then place in the proper places in the document.

So let's say the variables I want to place in the document are:
SQLCompanyName
SQLCompanyContractNum

4. At this point, the user may save the document or continue adding information.

5. The next logical step is for the user to add Internal and External contacts to the appropriate table. For this step, I need another control the user can click/select (again, I am thinking a customer toolbar is the best option). This control will pop up a custom Outlook dialog to select contacts. Instead of the traditional To, CC:, and BCC: fields in the dialog, there are Internal and External fields to which the user can place contacts. When the user clicks OK, the value of the two fields are stored in two arrays:

arrayInternalContacts()
arrayExternalContacts()

with the appropiate contact information.

So the last part of this procedure needs to place this information in the appropriate (Internal or External) table. These values should be entered into the table rows sequentially as found in the array. The user's contact information should remain the the 1st row in its table.

The user may add contacts later, so the procedure should allow for that action. Though I don't yet see a reason, I suppose there may be a situation where the user might want to delete a contact, so this feature would be a "nice to have".

6. Again, the user may save the document at this point or continue working by adding Call History.

7. Call History is simply a method to track/save the details of a call to the contacts and keep track of action items. During a single call, I would like a control to display a Call History UserForm. The reason for the UserForm is to have a larger display area for the user to work with than the table provides.

The UserForm will contain controls to capture the call details and copy them to the Word document when the call is complete. After taking another look, the Call History table needs to split into two table. Up to now, users enter multiple action items per single call, which is OK for a manual system, but unworkable with automation. I attached a new copy of the doc to this post with the separate tables.

So basically I need to copy the data from the UserForm to right places in the two tables. The most recent call gets placed at the top of the Call History table, so that the table stays sorted last call first.

The Action Items are simple copied sequentially to the Action Items table.

8. When the user subsequently opens the document, I want to examine the Action Item due date and make the highlights as indicated in the doc's comments.

There wasn't a place in the Projects forum, where this really belongs. I appreciate help with any of the above features, and all suggestions are welcome!!!

Cheers,
James