N
nickypatterson
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.
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.