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  #1  
Old 12-26-2008, 07:22 PM
dcbrown dcbrown is offline
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Outlook forms to Excel Spreadsheet

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.
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  #2  
Old 12-26-2008, 10:47 PM
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Leith Ross Leith Ross is online now
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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

Last edited by Leith Ross; 12-26-2008 at 10:49 PM.
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Old 12-29-2008, 05:10 PM
dcbrown dcbrown is offline
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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
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Old 01-07-2009, 10:36 PM
JP2112 JP2112 is offline
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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
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Old 01-09-2009, 09:15 PM
gene.aguirre gene.aguirre is offline
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Exclamation Outlook form to Excel spreadsheet

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?
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Old 01-12-2009, 05:01 AM
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Why not use excel to create the message & store the data after sending the email?
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Old 01-12-2009, 06:54 AM
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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
File Type: zip mail_memo.zip (10.3 KB, 40 views)
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