I would first like to state I recognize that noone owes me anything, and so any charitable help is much appreciated but not at all expected. I work in sales, trying to put myself through college and finish my degree in computer science. I've got a small background in HTML, CSS, Javascript, and Java programming, however I am completely unfamiliar with VBA and struggling to learn it by reverse engineering code examples. I don't have a large vested interest in becoming a VBA professional, I simply use outlook a lot for organizing my work schedule and customer interactions. Working full time and going to school has bogged me down due to the high volume of things I need to do for every potential customer, so I set out to create myself a virtual assistant via excel and outlook interaction using VBA. Here is what I am trying to do:
Enter initial customer information:
- Submitting any data creates task/reminder to send customer a thank you card, with due date 24 hours after data was submitted.
- Name, Address, Phone1, Phone2, Measure, and Birthday cells are populated on the next empty row.
- Measure cell value automatically creates outlook appointment for measuring.
- Birthday cell value automatically creates outlook reminder to send customer birthday card, 3 days in advance.
- Measure cell value automatically creates outlook task/reminder to send customers bid, with due date 24 hours after measure cell value.
Manually entered job specific information in the future:
- Sold cell value automatically creates outlook task/reminder to export & order the job, with due date 24 hours after sold cell value.
- Product ETA cell value automatically creates outlook task/reminder to schedule installations, with due date 24 hours after Product ETA cell value.
- Product ETA cell value automatically creates outlook task/reminder to contact customer regarding scheduled installation dates & times, with due date 48 hours after Product ETA cell value.
- Install 1-5 cell values automatically create outlook schedule items with no time detail showing customer name and column meta name (i.e Install 1)
- Completed cell value automatically creates reminder to follow up with customer regarding install 6 months after completed cell value.
Hopefully that all made sense. I just want to be great at my job, and the more customers I get, the harder it is to continue providing amazing service. If you can imagine going through those motions manually and entering in those tasks and appointments for each of 100 different customers per month, its very time consuming. Anyways, I'll upload what I've got so far. Thank you in advance for your tips/pointers/and assistance, I truly appreciate it.
CRM.xlsm
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