Tracking data process with email connectivity

[racheltallentire]

I don't even know if this is possible as I'm not an excel whizz so I'll apologize in advance.

I'm looking for a spreadsheet that will track people through a process, ideally using a button to pick them and their details up from one sheet, and drop them to another (needs to be a button so I can move backwards if needs be)

I'd also like to be able to add a button or something that when a certain action is taken, I can press a button to send a template email to a selected person or people (max of 3)

Anyone want to help me tackle this one or can provide any guidance at all?

[1aaaaaaaaaaaaaaa]

Not to difficult to assign code to buttons in a workbook, sending an e-mail is more complex depending on whether you want to use a client (ms outlook) or clientless (SMTP via CDO) approach, do you have an idea of how you want this to look?

[racheltallentire]

Vaguely yes. And it would be MS outlook. Is this possible? I can't send rough data to play with if it is

[1aaaaaaaaaaaaaaa]

In the e-mail are you looking to send general information (e.g. action required, click this link), or are you looking to include detailed info from the workbook/worksheets like including a range of cells, or attaching a workbook? All of this is possible, just different levels of complexity in the coding.

The following link is a very good resource that shows how to automate e-mail from excel to outlook.

http://www.rondebruin.nl/win/s1/outlook/mail.htm