How to create a report to export to Outlook

G

Guest

I have been using Access for a while but in limited form. I recently created
a program for our small customer service center to log each inbound call. In
doing so we input names, ph #'s, ID#'s, emails, call status, and call
purpose. I want to create a report that will pull any emails we enter and
allow me to export the info to Outlook in order to send out a mass email
survey at the end of each day. Im sure there is a simple solution for this.
Please advise.
 
G

GeoffG

One solution might be to write code that would loop through a recordset of
today's inbound calls, inserting each person's email address into an email
created in Microsoft Outlook using Automation.

There are a number of gotchas that might catch you out, so I recommend
testing your solution in a non-production environment before going live.
For example, if you plan to send one email to all of today's callers, it
might be best if you put their email addresses in the blind carbon copies
(bcc) field, not the To field - otherwise everyone will get to see everyone
else's email address, which might contravene your privacy policy. This
won't apply if you send one email to one person, so long as you don't mind
having many Sent Items. This might be a better way forward when email
addresses are taken down incorrectly, as you will then need to provide a
means to resolve the wrong addresses and you won't want to stall the
outgoing surveys to other customers whose email addresses are good. You may
need to tidy up your solution with a non-bound form that starts the process.
The form could give you the means to enter a start and end date for the
query that'll be the basis of the recordset. This will give you more
flexibility that processing only today's calls. Finally, after the email
has been sent, you might want to mark the records using an update query so
that a further email isn't sent in future.

I suggest you search the Microsoft website for Outlook Automation code
examples. Alternatively, there is a simple solution starting on page 598 of
the "Access Cookbook" published by O'Reilly. The same book covers creating
recordsets. If you want to start coding Outlook in a deeper way, check out
Sue Mosher's "Microsoft Outlook Programming". (Sue contributes to the
Outlook Newsgroup.)

Regards
Geoff
 

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