How to Customise the Vocabulary used in Company and Contact View

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Symptoms

  • The Company and Contact view shows the Zip code field rather than Post Code
  • The Company and Contact view shows the State field rather than County

More Info

This FAQ will demonstrate how to customize the Contact views by using the ZIP/Post code and State/County requirements as examples. Further information can be obtained from the OfficeTalk Help.

Detail

First change the “vocabulary” used to refer to certain fields in OfficeTalk, including the ZIP code and State fields. Change to the Contact mode and click Options, Preferences on the OfficeTalk menubar. Select the Vocabulary tab.

In the State textbox, type: County
In the ZIP code textbox, type: Post Code

Click OK. Restart OfficeTalk for these changes to take effect.

Change to the Company view in Contact mode, right click on the company record and from the context menu select Layout.

Under Address 3, you will see:

Town/City
State
ZIP Code

Double-click on the State text field and in the ‘Text’ textbox type the required caption, such as County. Click OK.

Double click on the cell adjacent to the County text field (was State) and select ‘County’ from the list in the ‘Field’ textbox. Leave the ‘Text’ textbox empty. Click OK.

Double-click on the Zip text field and in the ‘Text’ textbox, type the required caption, such as Post Code.

Double click on the cell adjacent to the Post Code text field (was Zip) and select ‘County’ from the list in the ‘Field’ textbox. Leave the ‘Text’ textbox empty.

Right click on the company record and from the context menu select layout, this will turn off layout mode and should now display the values of the fields.

To add or remove fields to/from the Contact view, right click on the company record and from the context menu select Add or Delete Row or Column.

The above will need to be repeated on each OfficeTalk client.

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