Bear with me a while, I like to bounce things around for a while

On 2 I think a sub should be written for getting the information 2 ways. 1) For New Docs:
user's Active Directory logon name
I don't know what you are saying, but ok, the first time, then use it to check and make sure the correct user opened the doc after the first save maybe? 2) get the information from the doc itself

The only reason is time. I don't know how to get the ADLogon if it is simple I don't think it would be a problem each time, but if it runs an ODBC SQL, a lag will occur which could slow doc the doc opening, maybe, just a thought.
ToolBar is a good idea, something like an Add-in I would think. That way they can open the doc and pick a button and start entering the call hisory. On the Company Name etc, maybe show the listboxes on the new doc and delete them on the first save, this shouldn't change, no need to set us up for problems .

Outlook are you talking a userform that is actually linked to Outlook Contacts? or the table?

The rest is doable.

"Projects Forum" :rofl