I am trying to create a form in Outlook that will post data to an excel spreadsheet when the user sends the email.

For example:

When a customer calls into our production office, we have to send an email to the sales rep and we have to log the call into an excel spreadsheet. I would like to make it so all the user has to do is fill out a form in Outlook that will send the necessary email AND save the data to a workbook in excel. (Or vice versa).

Any help would be appreciated! If anyone has a link to a good tutorial or can provide any assistance, I would appreciate it.

Hello dcbrown,

Welcome to the Forum!

Sorry for the delay in responding. This is a newly added forum. Can you provide more details about what information will be entered into this form and what will be placed into the Excel workbook? I am assuming you are talking about a VBA UserForm in Outlook as a user interface, is that correct?

Sincerely,
Leith Ross

Essentially, the information to be entered into the form are:

Date
Sales Rep
Company Name
Company Contact
Company Phone
Order ID
Notes

The excel workbook will (hopefully) display the same information.

Thanks,

Dan

One way (the easy way, IMO) is to simply send the email with that information written in the body, then use the Application_ItemSend Event to write the information to a worksheet.

Or you could create and publish an email post form with textboxes for those fields, and then essentially do the same thing: send out the form, and use the ItemSend Event to write the information to a worksheet.

HTH

I am trying to do a simular task. I am trying to figure out how to have information from a MS Office Outlook e-mail form (i.e combo box) update an Excel spreadsheet after the e-mail is sent. The fields are
Name
Rank
Date
Location
Action

Does anyone know how this is done?

Why not use excel to create the message & store the data after sending the email?

__________________
Hope that helps.

RoyUK
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Try this workbook.

Fill in the details on the Form sheet

Click the button to send the message & save the details

Attached Files

mail_memo.zip (10.3 KB, 40 views)

__________________
Hope that helps.

RoyUK
--------
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For Excel consulting, free examples and tutorials visit my site
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Remember to mark your questions Solved and rate the answer(s)


Code Tags: Make your code easier for us to read