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Excel to manager volunteer list which require reminder emails

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    Excel to manager volunteer list which require reminder emails

    Hi there,

    I volunteer for a 'not for profit' and i need to build a database for volunteers. Once main area I need assistance with (without the need to manually check all the time) is to develop a way that when certain fields with a date in them are reached, that a prewritten email is then sent to an email listed in another cell and cc my email in all the time.

    An example is that we track when volunteers do particular training that needs to be refreshed every 12 months. I have around 500 volunteers so manually managing is really onerous. If I could enter all the data I need for each volunteer, together with when a reminder needs to occur, I would like it to use my outlook account to send the reminder to the volunteer (to complete training) and cc me it.

    Any advice or help would be appreciated.

    I have medium formula experience and very little VBA experience.

    Thanks for looking at my post.
    Benjamin

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    Forum Expert nigelog's Avatar
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    Re: Excel to manager volunteer list which require reminder emails

    Adapt to suit. Call from a workbook open event
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    Re: Excel to manager volunteer list which require reminder emails

    .
    This example is a bit more involved. You will need to edit the column headers to match your needs. Presently designed to
    track dates in Cols H:P (which can be edited if required).

    The workbook will generate an email to the individual, when the workbook is opened.
    Clicking on the EMAIL REPORT button located on Sheet3 will generate an email to the person you select (yourself ?) and
    it sends a condensed version of all expired or soon to be expired training requirements.

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    Re: Excel to manager volunteer list which require reminder emails

    Thanks, I will have a look over it.


    Hi Logit,

    Will this work on a Mac with outlook 365? It kicked out an error...

    Set objOutlook = CreateObject("Outlook.Application")


    Also, i'm not the greatest with VBA, so is this where i can manage the email content; within the VBA code?

    Subject - " "
    HTMLBody = "Is there where I can add any text for email body......"

    THanks again for looking at this for me.
    Benjamin
    Last edited by bleschke; 05-18-2019 at 06:03 AM.

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    Re: Excel to manager volunteer list which require reminder emails

    .
    I am not familiar with the Mac and VBA. The error you are seeing is related to Outlook. Is Outlook installed on your computer ?
    In the VBE code area, have you referenced Outlook in the Tools / References list ?

    Some folks have experienced the need to have Outlook up and running before using the macro code.

    And YES, the HTMLBody is where you add your body message.

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