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Old 06-06-2023, 11:46 AM
ShaggyB ShaggyB is offline Auto-populate subject line from fields in a third-party. Windows 11 Auto-populate subject line from fields in a third-party. Office 2021
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Auto-populate subject line from fields in a third-party.
 
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Default Auto-populate subject line from fields in a third-party.

Hello. I'd like to auto-pop the subject line of an e-mail from the fields in my CRM. That way, when I trigger this function, an e-mail will populate based on what I have on my screen.



It would be even better if I could type in a order number, or some reference, and Outlook will just go grab the stuff on the shopping list, so to speak, but that may be a deeper integration.

Can it be done? If so, how?
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Old 06-06-2023, 02:39 PM
AlanCantor AlanCantor is offline Auto-populate subject line from fields in a third-party. Windows 10 Auto-populate subject line from fields in a third-party. Office 2019
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This sounds like a project that can be approached using a third-party scripting tool like Macro Express or AutoHotkey. To me, the second project sounds easier, and more feasible, than the first.
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Old 06-07-2023, 06:37 PM
ShaggyB ShaggyB is offline Auto-populate subject line from fields in a third-party. Windows 11 Auto-populate subject line from fields in a third-party. Office 2021
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Auto-populate subject line from fields in a third-party.
 
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Default Thanks!

Thank you!
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