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Outlook forms to Excel Spreadsheet

  1. #1
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    Outlook forms to Excel Spreadsheet

    I am trying to create a form in Outlook that will post data to an excel spreadsheet when the user sends the email.

    For example:

    When a customer calls into our production office, we have to send an email to the sales rep and we have to log the call into an excel spreadsheet. I would like to make it so all the user has to do is fill out a form in Outlook that will send the necessary email AND save the data to a workbook in excel. (Or vice versa).

    Any help would be appreciated! If anyone has a link to a good tutorial or can provide any assistance, I would appreciate it.

  2. #2
    Forum Moderator Leith Ross's Avatar
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    Hello dcbrown,

    Welcome to the Forum!

    Sorry for the delay in responding. This is a newly added forum. Can you provide more details about what information will be entered into this form and what will be placed into the Excel workbook? I am assuming you are talking about a VBA UserForm in Outlook as a user interface, is that correct?

    Sincerely,
    Leith Ross
    Last edited by Leith Ross; 12-26-2008 at 11:49 PM.

  3. #3
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    Essentially, the information to be entered into the form are:

    Date
    Sales Rep
    Company Name
    Company Contact
    Company Phone
    Order ID
    Notes

    The excel workbook will (hopefully) display the same information.

    Thanks,

    Dan

  4. #4
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    One way (the easy way, IMO) is to simply send the email with that information written in the body, then use the Application_ItemSend Event to write the information to a worksheet.

    Or you could create and publish an email post form with textboxes for those fields, and then essentially do the same thing: send out the form, and use the ItemSend Event to write the information to a worksheet.

    HTH

  5. #5
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    Exclamation Outlook form to Excel spreadsheet

    I am trying to do a simular task. I am trying to figure out how to have information from a MS Office Outlook e-mail form (i.e combo box) update an Excel spreadsheet after the e-mail is sent. The fields are
    Name
    Rank
    Date
    Location
    Action

    Does anyone know how this is done?

  6. #6
    Forum Expert royUK's Avatar
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    Why not use excel to create the message & store the data after sending the email?
    Hope that helps.

    RoyUK
    --------
    For Excel Tips & Solutions, free examples and tutorials why not check out my web site

    Free DataBaseForm example

  7. #7
    Forum Expert royUK's Avatar
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    Try this workbook.

    Fill in the details on the Form sheet

    Click the button to send the message & save the details
    Attached Files Attached Files

  8. #8
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    Re: Outlook forms to Excel Spreadsheet

    Ive tried this (thinking of borrowing the concept)

    But I get the error message attached.

    Can anyone help?
    Attached Files Attached Files

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