Quote Originally Posted by Tommy
On 2 I think a sub should be written for getting the information 2 ways. 1) For New Docs: 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.
No problem Tommy - I expect most folks don't deal with Active Directory much using VBA. AD is a special DB a Windows 2000 or 2003 network uses to hold, among other objects, user account information. When the user log's into the network, AD is used to authenticate him. AD also contains the other attributes I want to capture about the user. Getting AD info using VBA involves using the Windows API, and the query is very fast.

Your point about another user opening the document brings up another issue I hadn't thought about. Since this document will be shared with the other contacts, the code to identify the original user who created the document shouln't run again after the doc is saved the first time. Our Office deployment includes Windows Rights Management, so the user already has a way to determine who can view/edit the document.



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 .
So instead of displaying a separate UserForm with the list of customers, just display them from a listbox on the form? I like that idea, and can run the procedure for populating the listbox when the document opens!!


Outlook are you talking a userform that is actually linked to Outlook Contacts? or the table?
VBA code will actually display a built-in Outlook dialog box that display the GAL and Contacts folder. It's the same dialog you see when you click the To: button on an Outlook mail form. The VBA code permits me to customize several controls on the dialog box. So instead of the user seeing the To, CC, and BCC fields at the bottom, they will see Internal and External fields. These fields will let the user select Internal contacts from the GAL and External contacts from his Contacts folder.


Thanks again for the help!