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Create a custom field for Outlook messages

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› Tutorials › Create a custom field for Outlook messages

Last reviewed on November 21, 2020     154 Comments

A user wanted to know how to mark messages they had responded to. One method is flagging the items complete.

Another is to add a custom field to add check boxes to the row so that you can mark the messages. Then you can use automatic formatting and filters to show or hide the marked messages.

You can even create a custom text field and write notes about the message.

To create a custom field:

  1. Open the View Settings dialog from the View ribbon. In Outlook 2007 and older, its Customize view and you can right click on the header row above the message list and choose Custom or Customize View (Outlook 2007 and older) from the bottom of the menu.
  2. Click Columns to open the Show Columns dialog.
    view settings dialog
  3. Click New Column button.
    click New field
  4. Create a custom field of the Yes/No type and add it to the view.
    create a new field
  5. Click Other Settings.
  6. Enable in-cell editing so you can check (or uncheck) it to mark an item.
    allow in-cell editing
  7. Return to Outlook.
  8. Click in the column you just added to mark a message
    custom field in view

Note: The actual checkbox may not be visible in the column until you click it.

In Outlook 2010 and newer, you need to turn off Show as Conversation on View tab. When Show as conversation is checked, the field won't work when there is only 1 message in a conversation.

Create a notes field for messages

To create a field so you can add notes to the messages, you need to create a Text field and enable in-cell editing. Use the same steps as above, choosing the Text field type instead.

Add a custom notes field to a message

The following video tutorial shows how to create a custom field in Outlook 2010 and newer.

 

Use a Macro to add a Notes Field

This macro brings up an Inputbox for you type the note in then adds it to the selected message. If the field already exists, the contents are shown in the inputbox, so you can edit it or type over it to replace.

use an inputbox to edit a field

Public Sub EditField()
    Dim obj As Object
    Dim objProp As Outlook.UserProperty
    Dim strNote As String, strCurrent As String

Set obj = Application.ActiveExplorer.Selection.Item(1)
 
    On Error Resume Next
    Set UserProp = obj.UserProperties.Find("MyNotes")
    If Not UserProp Is Nothing Then
        strCurrent = obj.UserProperties("MyNotes").Value
    End If
    Debug.Print strCurrent
    strNote = InputBox("Current Value: " & strCurrent, "Edit the Notes field", strCurrent)
  
     Set objProp = obj.UserProperties.Add("MyNotes", olText, True)
        objProp.Value = strNote
        obj.Save
        Err.Clear

    Set obj = Nothing
End Sub

Macro to View the custom field value

To view a field in a message box, use this macro, changing the field name to your custom field name.

Public Sub EditField()
    Dim obj As Object
    Dim strCurrent As String

Set obj = Application.ActiveExplorer.Selection.Item(1)
 
    On Error Resume Next
    Set UserProp = obj.UserProperties.Find("MyNotes")
    If Not UserProp Is Nothing Then
        strCurrent = obj.UserProperties("MyNotes").Value
       MsgBox strCurrent
Else
MsgBox "Field not found"
    End If

   Set obj = Nothing
End Sub

How to use the Macro

First: You will need macro security set to low during testing.

To check your macro security in Outlook 2010 or 2013, go to File, Options, Trust Center and open Trust Center Settings, and change the Macro Settings. In Outlook 2007 and older, it’s at Tools, Macro Security. If Outlook tells you it needs to be restarted, close and reopen Outlook. Note: after you test the macro and see that it works, you can either leave macro security set to low or sign the macro.

Now open the VBA Editor by pressing Alt+F11 on your keyboard.

To put the code in a module:

  1. Right click on Project1 and choose Insert > Module
  2. Copy and paste the macro into the new module.

More information as well as screenshots are at How to use the VBA Editor.

More Information

Because of the way Outlook 2010 and Outlook 2013 handle Conversation group headers, you need to turn off Show as Conversation on View tab to use in-cell editing. When Show as conversation is checked, the custom field won’t work when there is only one message in a conversation.

Create a custom field for Outlook messages was last modified: November 21st, 2020 by Diane Poremsky

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About Diane Poremsky

A Microsoft Outlook Most Valuable Professional (MVP) since 1999, Diane is the author of several books, including Outlook 2013 Absolute Beginners Book. She also created video training CDs and online training classes for Microsoft Outlook. You can find her helping people online in Outlook Forums as well as in the Microsoft Answers and TechNet forums.

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Doit
June 9, 2023 5:03 pm

Can we do this for all users from exchang eadmin?

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Jan
February 8, 2022 9:27 am

Hi Diane,

in my Outlook I have a column where I put an individual ID number next to an email (123 on the example attached). When I forward this email to the customer and he forwards it back to me, it appears in inbox already with the given ID. But when somebody replies to the email this ID is gone.

Is there any special type of column that I have to use, so the ID sticks to the email?

Thanks a lot in advance for your support!

Greetings,
Jan

2022-02-08_15-28-28.png
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Sunny
November 5, 2021 7:20 pm

Hi Diane,

Is there a way to have replies/forwards automatically apply the custom (UDF) fields already created?

Regards

Last edited 4 years ago by Sunny
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Diane Poremsky
Author
Reply to  Sunny
November 5, 2021 10:48 pm

You would need to use a macro that runs when you hit reply and checks for the UDF.

This is a reply macro - VBA Sample: Do Something When Reply is Clicked (slipstick.com) - you just need to grab the udf and add it to the reply.

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Fred Richmond
December 15, 2020 1:43 pm

Is there any way to insert a custom field to personalize e-mails. For example, add a company name from the Contact Card, as in: Mr. Jones, I know it's been a tough year for Exxon...." Where the company name varies with the contact??

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Diane Poremsky
Author
Reply to  Fred Richmond
January 24, 2021 10:44 pm

You cn use the company name and mail merge.

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Martin
December 10, 2020 4:38 am

Excellent. Would it be possible to fill a custom field automatically by applying a rule?

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Reply
Diane Poremsky
Author
Reply to  Martin
January 24, 2021 11:50 am

Possibly. Using a run a script rule and an array. You'd need to have something to search on and if found, then add a value to the field.

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Paul
July 6, 2020 8:40 am

Hi Diane,
 
Can it be that after moving the email with clearcontext the data in the comment column is gone?
 
Kind regards,
 
Paul
 

Last edited 5 years ago by Paul
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Dawie Marais
June 3, 2020 2:43 am

Hi Diane, the custom columns works very well. Is the there any way that after creating it, one can add a drop-down menu with options for frequently used fields? Or alternatively, have an option similar to the Categorize option, that you can access and assign?

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Reply
Diane Poremsky
Author
Reply to  Dawie Marais
June 3, 2020 8:50 am

No, the custom field in the view does not support dropdowns/selectors. Sorry.

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Reply
Dawie Marais
Reply to  Diane Poremsky
June 3, 2020 8:56 am

Thank you for the reply.

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Reply
Margaret Farquharson
May 13, 2020 2:30 am

great and easy advice to create user defined fields - Thank you!
Unfortunately when i move the email to a folder, the UDF content disappears. If i type it in again it shows but as soon as i press enter it disappears again. Please help.
thank you
Margaret

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Reply
Diane Poremsky
Author
Reply to  Margaret Farquharson
June 3, 2020 8:56 am

The field and contents should stay on the item, but you need to add the field to the folder to see it. Use the macro to add a notes field (changing the field name in it) to display the field value after you move the item - does it contain the expected value?
 
You can remove the inputbox line and the lines that follow - replace it with
msgbox strCurrent

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0
Reply

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