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Generate emails from Excel on certain dates

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Last Modified: 2012-05-06
Hello,
I keep a list of transactions in Excel which includes info on the transaction, i.e. item, price, cutomer name, etc. and the customer's email address. I'd like to generate a standard follow-up email to the customer say two weeks after the transaction. Is there a way I can do that from Excel?
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Commented:
Sure, it's straightforward to send email from Excel, see http://www.rondebruin.nl/sendmail.htm
In your cas, we need to indentify how to trigger the email, probably on Workbook open checking against dates, and using a market to esnure that the email is only sent once
Can you pls upload  a sample workbook
Cheers
Dave

Author

Commented:
Sure thing, attached here...

Thank you
Sample-workbook.xlsx
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Commented:
So in terms of process
  • You entere a transaction date in column A
  • When the file is opened it should send an email to the person in column R if the current date exeeds the column A date by two weeks (and if the person has not been emailed before)
Cheers
 
Dave
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Commented:
This one is on us!
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Author

Commented:
That's great, thank you. Two questions; can I use this macro in Excel 2007 as is and will it automatically send the emails at the beginning of the day each day or do I need to launch the macro?
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Commented:
The macro will run fine in Excel 2007
The macro will launch automatically when you open the file. Would you open it each day?
Cheers
Dave
 

Author

Commented:
yes, I will shut it down at the end of the day 9 out of 10 days...

Author

Commented:
Great work, super fast
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Commented:
Thx for the grade :)

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