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Create an Outlook Email and or Task based on a due date.

  1. #1
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    Question Create an Outlook Email and or Task based on a due date.

    We have this excel file (see attached) that we keep our quotes in. We would like to have an email sent automatically when a certain number of days before that date occurs to remind us to follow up on it. An Outlook task being created would work nicely also.

    Any help or direction is much appreciated.

    --Steve
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  2. #2
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    Re: Create an Outlook Email and or Task based on a due date.

    which date, there are two date columns and no headers

  3. #3
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    Re: Create an Outlook Email and or Task based on a due date.

    sorry about that, this is the correct one with the header. I need it based off the follow-up date.

    Thanks!

    --Steve
    Attached Files Attached Files

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    Re: Create an Outlook Email and or Task based on a due date.

    this should work for you just change the email address, copy email address, subject and body to suit your needs
    you may need to activate the "microsoft outlook (version number) object library" -->go to tools menu, references then scroll down to find it and check it

    it will add the quote number to the subject plus "reminder" ie.YRG-0413-0181 Reminder as the subject

    let me know if you need something changed to make it work for you, you can put this code in the open code if you wish, i would recommend testing it with your email address first

    ps. the code will only send the email if the follow up date equals today's date

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  5. #5
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    Re: Create an Outlook Email and or Task based on a due date.

    here's a shortened version of the code, the original code turns off screen updating and changes the view mode to speed things up, but since there is no calculation going on, this should be fine
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  6. #6
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    Re: Create an Outlook Email and or Task based on a due date.

    sorry I just noticed that you wanted it to be sent a given number of days before the follow up date, if so change:

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