Help with mail forward to different users (round robin)

  • Thread starter Thread starter technobob
  • Start date Start date
T

technobob

I have a difficult problem to solve, hopefully someone here can point
me in the right direction. I am pretty familiar with VBA in Access and
used to use VB script, but don't know where to start.

I want to be able to automatically respond to a lead when it comes in
to a sales inbox. I think I can set up a rule to do that, and also use
a rule to do that during normal business hours?

The other thing I need to do is forward that lead to the first
salesperson on a distribution list, or Access Table, the next lead to
the second salesperson, the third lead to the third salesperson etc.
until the end of the distribution list, then start over. I will also
need to modify the distribution list to suit each salesperson's day
off. Somewhere around 100 - 150 leads needs to be handled in that
manner.

Is there a way to loop through a list and accomplish what I'm
describing?

Thank you in advance for your help!

Bob
 
A rule can respond messages but for an action just during the business hours
you´d have to code that yourself.

The round robin is easy with an Access table: Add a column to the table, a
value of 1 indicates that the mail is sent. If all entries are set to 1,
reset them all to 0 and start again. Another column (or linked table) could
tell you the person´s day off(s). If such a person would be the current one
to send the mail to then set the flag=1 and start the procedure again to
select the next person.

--
Viele Gruesse / Best regards
Michael Bauer - MVP Outlook
-- www.VBOffice.net --

Am 2 Nov 2006 06:29:34 -0800 schrieb (e-mail address removed):
 
Thanks for your response!

Could I write code in Outlook that would work with a rule? Ideally, I
would like the round robin to execute automatically when a lead arrives
in the inbox. The application is using Outlook pop mail.
 
Yes, from OL 2002 on you can create a run-a-script-rule. For that the script
must be declared like this:

Public MyScript(Mail as Outlook.MailItem)
...
End Sub

--
Viele Gruesse / Best regards
Michael Bauer - MVP Outlook
-- www.VBOffice.net --


Am 3 Nov 2006 04:19:56 -0800 schrieb (e-mail address removed):
 
Michael,

Thanks again for your help!
I've got the rule working, and now I'm back to the Round Robin part of
my application. Do you have any suggestions as to how I can reset the
1 value to 0 after all of the entries to the table have been set and
start over?

Bob


Michael,

Thanks for your help!
Click to expand...
Hopefully I can try and test this coming week.

Bob
Yes, from OL 2002 on you can create a run-a-script-rule. For that the script
must be declared like this:

Public MyScript(Mail as Outlook.MailItem)
..
End Sub

--
Viele Gruesse / Best regards
Michael Bauer - MVP Outlook
-- www.VBOffice.net --


Am 3 Nov 2006 04:19:56 -0800 schrieb (e-mail address removed):
Thanks for your response!

Could I write code in Outlook that would work with a rule? Ideally, I
would like the round robin to execute automatically when a lead arrives
in the inbox. The application is using Outlook pop mail.

Michael Bauer [MVP - Outlook] wrote:
A rule can respond messages but for an action just during the business hours
you´d have to code that yourself.

The round robin is easy with an Access table: Add a column to the table, a
value of 1 indicates that the mail is sent. If all entries are set to 1,
reset them all to 0 and start again. Another column (or linked table) could
tell you the person´s day off(s). If such a person would be the current one
to send the mail to then set the flag=1 and start the procedure again to
select the next person.

--
Viele Gruesse / Best regards
Michael Bauer - MVP Outlook
-- www.VBOffice.net --

Am 2 Nov 2006 06:29:34 -0800 schrieb (e-mail address removed):

I have a difficult problem to solve, hopefully someone here can point
me in the right direction. I am pretty familiar with VBA in Accessand
used to use VB script, but don't know where to start.

I want to be able to automatically respond to a lead when it comes in
to a sales inbox. I think I can set up a rule to do that, and alsouse
a rule to do that during normal business hours?

The other thing I need to do is forward that lead to the first
salesperson on a distribution list, or Access Table, the next lead to
the second salesperson, the third lead to the third salesperson etc.
until the end of the distribution list, then start over. I will also
need to modify the distribution list to suit each salesperson's day
off. Somewhere around 100 - 150 leads needs to be handled in that
manner.

Is there a way to loop through a list and accomplish what I'm
describing?

Thank you in advance for your help!

Bob
Click to expand...
Click to expand...
Click to expand...
 
If it's the database talks sql, it could look like this:

update
set [field]=0 where [field]=1

--
Viele Gruesse / Best regards
Michael Bauer - MVP Outlook
-- www.VBOffice.net --

Am 5 Dec 2006 03:44:48 -0800 schrieb Bob:
Michael,

Thanks again for your help!
I've got the rule working, and now I'm back to the Round Robin part of
my application. Do you have any suggestions as to how I can reset the
1 value to 0 after all of the entries to the table have been set and
start over?

Bob


Michael,

Thanks for your help!
Click to expand...
Hopefully I can try and test this coming week.

Bob
Yes, from OL 2002 on you can create a run-a-script-rule. For that the script
must be declared like this:

Public MyScript(Mail as Outlook.MailItem)
..
End Sub

--
Viele Gruesse / Best regards
Michael Bauer - MVP Outlook
-- www.VBOffice.net --


Am 3 Nov 2006 04:19:56 -0800 schrieb (e-mail address removed):

Thanks for your response!

Could I write code in Outlook that would work with a rule? Ideally, I
would like the round robin to execute automatically when a lead arrives
in the inbox. The application is using Outlook pop mail.

Michael Bauer [MVP - Outlook] wrote:
A rule can respond messages but for an action just during the business
hours
you´d have to code that yourself.

The round robin is easy with an Access table: Add a column to the table,
a
value of 1 indicates that the mail is sent. If all entries are set to 1,
reset them all to 0 and start again. Another column (or linked table)
could
tell you the person´s day off(s). If such a person would be the current
one
to send the mail to then set the flag=1 and start the procedure again to
select the next person.

--
Viele Gruesse / Best regards
Michael Bauer - MVP Outlook
-- www.VBOffice.net --

Am 2 Nov 2006 06:29:34 -0800 schrieb (e-mail address removed):

I have a difficult problem to solve, hopefully someone here can point
me in the right direction. I am pretty familiar with VBA in Access and
used to use VB script, but don't know where to start.

I want to be able to automatically respond to a lead when it comes in
to a sales inbox. I think I can set up a rule to do that, and also use
a rule to do that during normal business hours?

The other thing I need to do is forward that lead to the first
salesperson on a distribution list, or Access Table, the next lead to
the second salesperson, the third lead to the third salesperson etc.
until the end of the distribution list, then start over. I will also
need to modify the distribution list to suit each salesperson's day
off. Somewhere around 100 - 150 leads needs to be handled in that
manner.

Is there a way to loop through a list and accomplish what I'm
describing?

Thank you in advance for your help!

Bob
Click to expand...
Click to expand...
Click to expand...
 
Back
Top