Enhancement to Outlook

We currently have a Com add-in for Outlook, that we had coded, that pulls contact information out of Outlook and makes it available for another custom program to incorporate the information into a database. The Com add-in also allowed us to mail merge a contact record with word documents. We need an upgrade to this solution to work with new & updated software and hardware. Goals 1) To get all of the contact information out of Outlook and into a database/document that can be imported/updated to a Microsoft Access program 2) To do a mail merge to user selected word documents We are open to any type of solution. The following is the original request? with additional notes /updates. If you would like to see the original program installation code, I can provide that for you. ## Deliverables We currently have a Com add-in for Outlook, that we had coded, that pulls contact information out of Outlook and makes it available for another custom program to incorporate the information into a database. The Com add-in also allowed us to mail merge a contact record with word documents. We need an upgrade to this solution to work with new & updated software and hardware. Goals 1) To get all of the contact information out of Outlook and into a database/document that can be imported/updated to a Microsoft Access program 2) To do a mail merge to user selected word documents We are open to any type of solution. The following is the original request? with additional notes /updates. If you would like to see the original program installation code, I can provide that for you. Original Specifications: TMAddIn Goal: This program will have 3 functions: 1) From Outlook, be able to export all of the contacts to a text file for loading into a separate, custom program (not associated with this project). 2) From Outlook, export selected contact(s) to a text file, then allow user to select a folder from a list, and then a word .doc or .dot file within that folder and open the selected document. 3) Allow user to point to directory where the word documents are housed (in function 2) System specifications: * Windows XP or greater * Outlook 2003 Requirements: * Program must be editable in VS .Net * Coding must be well documented Output format: See attached text csv files for output format - Must be identical Mapped accounts are below For Suggestions: See attached VB6 program that works - with some errors On Load * Place buttons Like in Graphic 1 (below circled in red) * Checks that folder "c:\TracMan Data\" exists * If "Selected Folder" text field for Merge Docs is not set then start process * Button "Set-up" Button "Send to TracMan" Process * Open window with message process is starting (see graphic 2) * Must cycle through each contacts' [User Field 4] to determine what is the highest number currently in the field * For each contact that does not have a number in [User Field 4], will increment the numbers to fill each contact * Will then check the folder c:\TracMan Data\ for file called "Contact [login to view URL]", if it is there it will delete the file. * Will then export each contacts' identified information to the new file "Contact [login to view URL]" in the format identified in the sample file attached * Closes window in step 1 Button "Mail Merge" Process * Open window with message process is starting (see graphic 2) * Will check that a contact record is selected - if not, put message "No contacts are selected. Please try again." . exit this function * Will then check the folder c:\TracMan Data\ for file called "Contact [login to view URL]", if it is there it will delete the file. * Will then export each selected contacts' identified information to the new file "Contact [login to view URL]" in the format identified in the sample file attached * Closes window in step 1 * Will then show a window similar to Graphic 3 * "Folders Available" dropdown will list all of the subfolders in folder identified in "Set-up" (See Button "Set-up" below) * "Merge Document" dropdown will list all of the .doc and .dot files in the previously identified subfolder * OK button will check that "Merge Document" has a file selected * If yes, then will open the document * Else messagebox "No file selected - Please try again" and then exit function and reset all variables * Cancel Button will exit function and reset all variables Button "Set-Up" * Will show a window similar to Graphic 4 * The browser area should be available for user to find and change where folder "Merge Docs" is - * "Selected Folder" text field will show the path where Merge Docs is * OK Button * if folder selected is not titled "Merge Docs" then prompt if user wants to create a new folder "Merge Docs" under selected folder * If yes, then create the folder and put path in Selected Folder * Else reset Set-Up Window * Else put folder path selected in "Selected Folder" text field * Cancel Button * Cancels selection and retains where original "Selected Folder" path Graphic 1 - Does not need to be identical (but should be close) Graphic 2 - Does not need to be identical but have some message and a way to stop it. Graphic 3 - Needs to look very similar to this Graphic 4 - Does not need to be identical (but should be close) Mapped Accounts: From Outlook 1. Full_Name 2. Account 3. AssistantName 4. AssistantTelephoneNumber 5. BusinessAddress 6. BusinessFaxNumber 7. BusinessTelephoneNumber 8. CompanyName 9. Department 10. Email1Address 11. Email2Address 12. Email3Address 13. FileAs 14. FirstName 15. Home2TelephoneNumber 16. HomeAddress 17. HomeFaxNumber 18. HomeTelephoneNumber 19. Job_Title 20. LastName 21. MailingAddressCity 22. MailingAddressCountry 23. MailingAddressPostalCode 24. MailingAddressPostOfficeBox 25. MailingAddressState 26. MailingAddressStreet 27. MobileTelephoneNumber 28. OfficeLocation 29. OtherAddress 30. OtherFaxNumber 31. OtherTelephoneNumber 32. PagerNumber 33. PrimaryTelephoneNumber 34. Spouse 35. Suffix 36. Title 37. UserField1 38. UserField2 39. UserField3 40. UserField4 41. WebPage To Exported Files: 1. "AddressName", 2. "Account", 3. "AssistantName", 4. "AssistantTelephoneNumber", 5. "BusinessAddress", 6. "BusinessFaxNumber", 7. "BusinessTelephoneNumber", 8. "CompanyName", 9. "Department", 10. "Email1Address", 11. "Email2Address", 12. "Email3Address", 13. "FileAs", 14. "FirstName", 15. "Home2TelephoneNumber", 16. "HomeAddress", 17. "HomeFaxNumber", 18. "HomeTelephoneNumber", 19. "JobTitle", 20. "LastName", 21. "MailingAddressCity", 22. "MailingAddressCountry", 23. "MailingAddressPostalCode", 24. "MailingAddressPostOfficeBox", 25. "MailingAddressState", 26. "MailingAddressStreet", 27. "MobileTelephoneNumber", 28. "OfficeLocation", 29. "OtherAddress", 30. "OtherFaxNumber", 31. "OtherTelephoneNumber", 32. "PagerNumber", 33. "PrimaryTelephoneNumber", 34. "Spouse", 35. "Suffix", 36. "Title", 37. "User1", 38. "User2", 39. "User3", 40. "User4", 41. "WebPage" We need an update on this add-in. It worked great with Outlook 2003 for many years. But, as we upgraded hardware and software, the program is displaying several issues. Other considerations that you need to be aware of: ? We want it to work with Outlook 2003 through Outlook 2010 ? We use an outlook contact syncing program called Easy2Sync for Outlook that synchronizes our contacts between several computers - you do not need to program for it? just don't inhibit it. ? We use smart phones that also access outlook. Again, you do not need to program for it, just don't inhibit it. ? I can provide you with coding that we currently have, but, we want some changes to the functionality of it as well. o When the exporting happens a window shows up that shows each contact being exported? I believe this slows down the process and isn't necessary - except, if there is an issue, I need to know which contact had the issue o During the exporting, the process can take up to 5 minutes due to the process of: finding the greatest number in the index, incrementing the index on any index that is blank, then actually exporting. I would like to reduce this process and thus the time. o During the exporting, the first step is to find the greatest number in the index field ("User Field 4") - if there was a way to dynamically track and keep updated this number during creation of new contacts it would reduce a lot of export time. ? Needs to make sure new records coming from other computers via Easy2Sync are registered o We used "User Field 4" to place that index into. We would like to use a custom field to hold this information in due to issues with the smartphones we are using. But, the fields needs to be found/synchronizable by Easy2Sync o All new-line codes (like returns) in the exported file need to be removed. All quotes and apostrophes need to be removed as well. ? In 2007, when we search on a contact, and then try to run the "Mail merge" it says that there is no record selected? but, when we find the contact manually it will run the mail merge without issue ? The Set-up should browse and retain where the exported files for both the "mail merge" and "Send to TrackMan" are to be kept (1 directory) in addition to currently stored directory where [login to view URL] is. o If either of these are blank it should prompt where the o Currently hard-coded (not what we want) ? This program will be put on multiple computers that will have Outlook 2003, 2007 or 2010 and in multiple MS window platforms, including XP & Windows 7 o Must work on each of them without Outlook having issues o Must not be rejected/disabled in Outlook o Will load at start-up of Outlook ? The button "Cancel" should actually say "Close" on the Mail Merge subroutine ? If exporting to a txt file, then above mapping is required, but, if exporting to other db then all fields are preferred. Please see Attached zipped file for more images and the full outline in word format