#1
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Some Help Needed
Evening everyone - hoping someone can help / steer me in the right direction.
I manage a call centre team, we are taking some new work on and need a word/excel/vba solution to take the call date and then use that date to populate forms in word (im thinking bookmarks) and also populate some email templates. Its been 20 years since I even looked at VBA and then it was limited to command buttons. Ideally i'd like everything in one word document to avoid opening differend documents for different parts of the process. I have a userfom made already which populates my documents, however part of the process requires my staff to take some location details (countys) and then depedning on which county, we have to email off a request which is pretinent to that county. I probably need this in a seperate userform, but its how I link this with the data (im guessing in excel) and how can this be used in an email template within my master document? Any ideas would be gratefully received - Im using word xp & word 03.... Many Thanks |
#2
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You could have your userform create a new document based on a template for your email and send it.
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#3
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Thanks Charles, think I can make a button within the user form which pops up an email - can I specify which email template to use? Or does this have to be coded within vba?
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#4
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It has to be coded in the vba. I do not know how to do this. You could have options for the template to use, though, in your Userform with either a drop-down or radio buttons.
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