At our company we field requests from overseas partners and they all get funneled into one email box. To eliminate having a person filter through the emails and route them to the appropriate secondary email box based on what is being requested, we would like to explore the possibility of using a custom form. The idea would be to have the requester pull up the form, answer some basic question(s) and this would lead them to click a particular button which would route their request to the appropriate secondary email box, or at least it would come into the main email box as a "cleaned up" request so it is easier and faster to route it.



Can someone help advise me on how to do this and if it would even work?

Would it be possible to simply re-route the e-mails using rules or a macro to identify where they should go?



If not ensuring that the enquirers use the appropriate form is going to be the issue. I would suggest having the form available on your company web site.

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Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com

The rules would not work for us because the incoming emails will not have the appropriate data. The form would have some basic questions like, "Does your order have a delivery # populated yet?" If so, input the delivery # here, ask your question here, and click this button. The email would be routed to a particular email box that is the shipping department. If the user of the form says no there is no delivery number populated yet, then they would input the part number instead and the plant # and click this other button. The email would be routed to the appropriate plant # email box that handles issues related to parts that aren't available to deliver yet that are made at that plant.

The use of a form is fine. The bigger problem is one of getting people to use it. There is little point in making the form part of the message body as you have no control over what e-mail client the sender will use thus posing the issue of compatibility. It would be better to have the form available for access on your company web site and direct the users to it.

__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com

Agreed that you have the best idea, but unfortunately this is not a project big enough to get the company to go with that method. I am not allowed to get our IT guy to program anything for me on this project. I am trying to "hillbilly program" something to achieve what is needed.
I agree it is difficult to get people to use something. These are folks from overseas so I want to simplify the process as much as possible to avoid things getting lost in translation. I am already training them on many things in the system, so it is not a big deal to train them to use a particular email address or form to send me their requests.
With my experience in Excel macros I could do this form in Excel and make it work just fine. But I worry about compatibility issues with their versions of Excel, and I worry that they would be concerned about using a form with macros for security concerns.