N
nickypatterson
I am new to macros but ameager to get some formulated to help run my small
business.
I have been trying to find some code which suits my requirement of pushing
signgular fields from a contact into a pre-prepared excel book which is
loaded with the next stage of macro-powered automation.
I recieve enquiries both via email and by phone. I use my blackberry to
save phone enquiries to address book and Anagram for Blackberry to capture
the required contact data from our email enquiry form. Both are then
synchronised with my Outlook contacts.
Either from the point of creation, or through use of a macro button, I want
to automatically add a new contact's information into a prepared SOURCE
DATA.xls which at the moment automates the task and appointment schedule for
that contact.
I do not want to import or export all of my outlook contacts - I simply want
to export 1 contact.
From this SOURCE DATA.xls which is then automatically saved into it's own
folder and file eg Clients/MRS_P/MRS_P_SOURCE_DATA.xls (I have achieved this
part ok already) I want to export the info into various quotations, forms
etc for printing and use by my staff.
The info I need would be Full Name (first and surname - from which I derive
a reference code necessry for filing etc) Their full address, phone number,
email address, and notes.
So is this possible? Is it necessary - am I missing a step or adding one
unnecessarily?
I have some fantastic ideas for simplifying alot of our admin work - but I
don't think they are original ideas so there must be some precedence out
there. I know what I want to do but not how to do it.
Any help greatly appreciated.
business.
I have been trying to find some code which suits my requirement of pushing
signgular fields from a contact into a pre-prepared excel book which is
loaded with the next stage of macro-powered automation.
I recieve enquiries both via email and by phone. I use my blackberry to
save phone enquiries to address book and Anagram for Blackberry to capture
the required contact data from our email enquiry form. Both are then
synchronised with my Outlook contacts.
Either from the point of creation, or through use of a macro button, I want
to automatically add a new contact's information into a prepared SOURCE
DATA.xls which at the moment automates the task and appointment schedule for
that contact.
I do not want to import or export all of my outlook contacts - I simply want
to export 1 contact.
From this SOURCE DATA.xls which is then automatically saved into it's own
folder and file eg Clients/MRS_P/MRS_P_SOURCE_DATA.xls (I have achieved this
part ok already) I want to export the info into various quotations, forms
etc for printing and use by my staff.
The info I need would be Full Name (first and surname - from which I derive
a reference code necessry for filing etc) Their full address, phone number,
email address, and notes.
So is this possible? Is it necessary - am I missing a step or adding one
unnecessarily?
I have some fantastic ideas for simplifying alot of our admin work - but I
don't think they are original ideas so there must be some precedence out
there. I know what I want to do but not how to do it.
Any help greatly appreciated.