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I am new to macros but see that they will greatly help to 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 as and when they are added to my address book (under the category of "client"). 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 want to export the info into various quotations, forms etc for printing and use by my staff. These 2 processes I have managed thus far satisfactorily but the initial action of pushing a contact through to my 'source data' book seems very difficult to find any information on. The info I need to push 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? I have some other ideas for simplifying alot of our admin work - but I doubt that 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. |
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#2
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Sure, all of this is definitely possible.
For starters, there's a code sample here that can get you started: http://www.helenfeddema.com/CodeSamples.htm#Code41 Basically, you need to familiarize yourself with both the Outlook and Excel Object Models. At the lowest level, you need to get a ContactItem object, usually via ActiveInspector.CurrentItem - which represents the active, opened e-mail. All data in the ContactItem object is exposed via numerous properties that you can read to push into the Excel file. You can find additional assistance and code samples at http://www.outlookcode.com, and feel free to follow up with me for more guidance. -- Eric Legault - Outlook MVP, MCDBA, MCTS (SharePoint programming, etc.) Try Picture Attachments Wizard for Outlook: http://www.collaborativeinnovations.ca Blog: http://blogs.officezealot.com/legault/ "nickypatterson" wrote: I am new to macros but see that they will greatly help to 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 as and when they are added to my address book (under the category of "client"). 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 want to export the info into various quotations, forms etc for printing and use by my staff. These 2 processes I have managed thus far satisfactorily but the initial action of pushing a contact through to my 'source data' book seems very difficult to find any information on. The info I need to push 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? I have some other ideas for simplifying alot of our admin work - but I doubt that 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. |
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Thread | Thread Starter | Forum | Replies | Last Post |
Push single contact field data into prepared excel workbook | nickypatterson | Outlook - General Queries | 0 | September 2nd 09 09:37 AM |
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