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Send Mail Merge Auto-Emails based on date

  1. #1
    Forum Contributor
    Join Date
    06-10-2005
    MS-Off Ver
    2007
    Posts
    223

    Question Send Mail Merge Auto-Emails based on date

    I have a database-like spreadsheet with a few key columns:
    Company (text field)
    Agent (text field)
    Agent Email Address (valid email address)
    Client (text field)
    Sent Forms (date field)
    Received Forms (date field)
    Reminder Sent (text field)

    I would like to create a macro that automatically sends an email to the Agent 3 weeks after the Sent date if the Received date is not populated. To avoid sending multiple emails, once an email is sent, the Reminder Sent column should get populated with "yes" and not allow subsequent emails.

    The email would use a mail-merge type format so I can say "Dear [Agent], we have not received [Client] forms from [Company]. Please send asap."

    Is something like this possible using Excel? I know Access is better for databases but I don't know it very well.
    Thanks,
    Phillycheese

  2. #2
    Ron de Bruin
    Guest

    Re: Send Mail Merge Auto-Emails based on date

    Hi Phillycheese5

    You can create worksheetfunction that diplay "yes" if you want to send.a mail
    And use a macro like this
    http://www.rondebruin.nl/mail/folder3/message.htm


    --
    Regards Ron de Bruin
    http://www.rondebruin.nl


    "Phillycheese5" <[email protected]> wrote in message
    news:[email protected]...
    >
    > I have a database-like spreadsheet with a few key columns:
    > Company (text field)
    > Agent (text field)
    > Agent Email Address (valid email address)
    > Client (text field)
    > Sent Forms (date field)
    > Received Forms (date field)
    > Reminder Sent (text field)
    >
    > I would like to create a macro that automatically sends an email to the
    > Agent 3 weeks after the Sent date if the Received date is not populated.
    > To avoid sending multiple emails, once an email is sent, the Reminder
    > Sent column should get populated with "yes" and not allow subsequent
    > emails.
    >
    > The email would use a mail-merge type format so I can say "Dear
    > [Agent], we have not received [Client] forms from [Company]. Please
    > send asap."
    >
    > Is something like this possible using Excel? I know Access is better
    > for databases but I don't know it very well.
    > Thanks,
    > Phillycheese
    >
    >
    > --
    > Phillycheese5
    > ------------------------------------------------------------------------
    > Phillycheese5's Profile: http://www.excelforum.com/member.php...o&userid=24196
    > View this thread: http://www.excelforum.com/showthread...hreadid=485875
    >




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