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Automatic Email from Excel after sorting data

  1. #1
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    Automatic Email from Excel after sorting data

    Hi All..
    I am new to this forum. I need help related to my excel sheet designed to remind my marketing team on their scheduled reminders that have not been updated till TODAY. I want that this code runs once a day and send email seperately to all marketing teams for the customers being dealt by them whose followup needs to be updated. For example if I have two marketing boys Vishal & ishant then Vishal gets email for the customers that are dealt by him and whose followup date is either on or before today. Similary the other marketing guy also gets email. Preferably if the mail can contain subject as " Vishal Followups for 01.12.14"

    I am not knowledgable regarding coding but can handle stuff at my computer otherwise. I am attaching a copy of excel file for better understanding. Thanks a lot guys in advance.


    BTW my default mail client is Outlook.

    regards,

    panx.
    Attached Files Attached Files

  2. #2
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    Re: Automatic Email from Excel after sorting data

    looks distinctly similar to previous thread i answered

    http://www.excelforum.com/excel-prog...xcel-file.html

    read that thread and have a think about your trigger points and conditions of when you want to send email
    If you are satisfied with the solution(s) provided, please mark your thread as Solved.
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    Re: Automatic Email from Excel after sorting data

    hi humdingaling..
    yes it looks similar but there are a few differences from my file:
    1. my cells will have repetitive names of marketing boys, as per customers being handled by them.
    2. I want to email all rows of say Ishant to his email address on the basis of reminder dates equal to TODAY Or Earlier than today. So basiclly it will have a consolidated list in one email for all customers handled by Ishant whose followup date is today OR earlier than today.
    3. and yes similar to the other file of yours i want the file to run automatically on system startup with Subject as " Ishant your followups due for <Todays Date> "

    can you please help me with the code for the above.

    Thanks a ton..

  4. #4
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    Re: Automatic Email from Excel after sorting data

    this is why i asked you to think about what your triggers and conditions would be

    so you want one email per rep of all rows which have follow up date of today or earlier??
    how would it know if follow up was actually done already? or does it not matter just email all followups in column K regardless?

    what did you want to actually appear on the email itself?


    You may want to give me a bigger sample file to test the code/combinations

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