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  1. #1
    Lounger
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    Contact Birthdays (2003)

    Hi there
    I need to import a birthday list of external clients for a user (from Excel 2003). I can't specify that the "meeting" should be recurring (can I?) as it's not an actual field in the calendar.
    The next choice would be to use the Birthday field in the details tab of the Contacts. But does this bring up a reminder on the date? Please could you advise?
    Thank you!

  2. #2
    Super Moderator jscher2000's Avatar
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    Re: Contact Birthdays (2003)

    I've never tried importing birthdays myself, but... someone here who recently imported data from ACT! into Outlook 2003 told me that the birthdays in the imported contact records did appear on the Calendar. When I add a birthday manually, I get an "all day" recurring event with a 2 hour reminder (does that mean 10PM the night before?). As they say, your mileage may vary. <img src=/S/grin.gif border=0 alt=grin width=15 height=15>

  3. #3
    Uranium Lounger
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    Re: Contact Birthdays (2003)

    <P ID="edit" class=small>(Edited by JohnBF on 16-Feb-05 12:24. One of those days when what I think I know turns out to be WRONG!)</P>Edit

    <img src=/S/stupidme.gif border=0 alt=stupidme width=30 height=30> Interesting, I just made myself a liar; perhaps older versions did not link Contact Birthdays to the Calendar, but 2003 does now. or maybe theres something in the way my Palm Pilot syncs.

    Now I wonder why I'm using this approach: ignore the birthday in the Contact record, add the Birthday to the Outlook Calendar as a Recurring All Day Event , with a Reminder. Then in the Contact record, select Actions | Link | Items and then select the All Day birthday Event from the Calendar. This way I can click on the linked item if I want to see what the birthdate is, but the Reminder is generated from the Calendar.

    What I described is for native Outlook; you can get fancier with code or addins. You could see if Ken Slovak's inexpensive Extended Reminders product handles recurring reminders from Contacts, I haven't used it myself.

    Which doesn't help you at all with importing those Birthdays, but Jefferson just got back from holiday, and I'm sure he wants to write some code for it!
    -John ... I float in liquid gardens
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    Re: Contact Birthdays (2003)

    This is excellent, thank you very much! You really think Jefferson will be keen to write code for this? It would be great if the two items REALLY interact with each other like that...
    By the way, any ideas why the small task pane has been removed from the Calendar view?

  5. #5
    Uranium Lounger
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    Re: Contact Birthdays (2003)

    On your first question are these birthdays for existing Contacts or new Contacts?

    On your second question, what is your Calendar View set to, and did you try View | Taskpad? If you use Day/Week/Month View, did you try dragging the right border of the Day/Week/Month pane until the Taskpad and thumbnail Calendar reappear?
    -John ... I float in liquid gardens
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    Super Moderator jscher2000's Avatar
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    Re: Contact Birthdays (2003)

    Sorry, but Jefferson is using his extra minutes to edit digital photos from his vacation. <img src=/S/grin.gif border=0 alt=grin width=15 height=15>

    But seriously, it does seem a bit complicated to try to insert the birthdays into existing Contacts. Not impossible, but given the vagaries of spelling and external file access, it would seem to demand a LOT of testing to make sure it could be trusted to run automatically. Importing into the calendar might be easier, but I've never tried it myself.

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    Uranium Lounger
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    Re: Contact Birthdays (2003)

    Seems like I have nothing better to do than harrass Jefferson today.

    Whether they are existing or new Contacts, the simplest way is to export your Contacts to a CSV file so you can see the layout, get your Excel columns to match the CSV format exactly, and then use the techniques described by <!profile=unkamunka>unkamunka<!/profile> in <!post=this excel thread,451063>this excel thread<!/post> to reimport the CSV file to Contacts. If they are new Contacts, you can just thunk them in. If they are existing Contacts you can use an Excel function such as =VLOOKUP(lookup_value,table_array,col_index_num,FA LSE) to match the birthdates to the Contacts, then save the result as an CSV file and follow unkamunka's steps.
    -John ... I float in liquid gardens
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    Super Moderator jscher2000's Avatar
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    Re: Contact Birthdays (2003)

    You make it sound so easy. Someday I have to learn this Excel thing. <img src=/S/laugh.gif border=0 alt=laugh width=15 height=15>

  9. #9
    Uranium Lounger
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    Re: Contact Birthdays (2003)

    About the time I learn that Access thing! <img src=/S/grin.gif border=0 alt=grin width=15 height=15>
    -John ... I float in liquid gardens
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