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FREE Omaha Steaks-How can I update this Outlook field when replying to a contact?

Posted on 2011-02-23
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Last Modified: 2012-08-14
I will give away FREE OMAHA STEAKS valued at $60. to whomever can give me the correct code below. I am a man of my word. Gift certificate will be delivered to programmer within two weeks of working code being provided.

Below is code that updates "Date of Last Contact" and "Number of Attempts" each time an email is sent to a contact within Outlook. What I would like to add is code that would update the property, "Client Last Replied" with the current date, when I reply to a client from an email they sent. If it can be done without having to reply to an email they send then fine but I think what fires off the code is when I send out an email. So it would make sense to only fire off the code when I send an email or reply to an email from a contact in my Outlook. Below is the form I'm using which may or may not be relevant and the code that I'm using which I received from BlueDevilFan.  Client Last Replied
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Question by:brokerexecutives
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28 Comments
 

Author Comment

by:brokerexecutives
ID: 34967117
Here's the code for the first part.

Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
    Const MACRO_NAME = "Item Send"
    Dim olkFolder As Outlook.Items, olkContact As Outlook.ContactItem, olkProp As Outlook.UserProperty
    '--- Turn off error handling ---'
    On Error Resume Next
    '--- If the item being sent as an email ---'
    If Item.Class = olMail Then
        '--- Get the Cotnacts folder ---'
        Set olkFolder = Session.GetDefaultFolder(olFolderContacts).Items
        '--- Was the contacts folder found? ---'
        If TypeName(olkFolder) = "Nothing" Then
            '--- No ---'
            MsgBox "Could not find the Contacts folder", vbCritical + vbOKOnly, MACRO_NAME
        Else
            '--- Yes ---'
            '--- Get the contact associated with the recipient email address ---'
            Set olkContact = olkFolder.Find("[Email1Address] = '" & Item.Recipients.Item(1).Address & "'")
            '--- Was a matching contact found? ---'
            If TypeName(olkContact) = "Nothing" Then
                '--- No ---'
                MsgBox "Could not find a contact with the address " & Item.Recipients.Item(1).Address & " in the first email address slot.", vbCritical + vbOKOnly, MACRO_NAME
            Else
                '--- Yes ---'
                '--- Update the Last Contact property ---'
                Set olkProp = olkContact.UserProperties("Date of Last Contact") '<- Change the property name as needed'
                olkProp.Value = Now
                '--- Update the Attempts property ---'
                Set olkProp = olkContact.UserProperties("Number of Attempts")   '<- Change the property name as needed'
                olkProp.Value = Int(olkProp.Value) + 1
                '--- Save the changes ---'
                olkContact.Save
            End If
        End If
    End If
    On Error GoTo 0
    Set olkFolder = Nothing
    Set olkContact = Nothing
    Set olkProp = Nothing
End Sub

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Expert Comment

by:Chris Bottomley
ID: 34968925
I would imagine:

Chris
Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
    Const MACRO_NAME = "Item Send"
    Dim olkFolder As Outlook.Items, olkContact As Outlook.ContactItem, olkProp As Outlook.UserProperty
    '--- Turn off error handling ---'
    On Error Resume Next
    '--- If the item being sent as an email ---'
    If Item.Class = olMail Then
        '--- Get the Cotnacts folder ---'
        Set olkFolder = Session.GetDefaultFolder(olFolderContacts).Items
        '--- Was the contacts folder found? ---'
        If TypeName(olkFolder) = "Nothing" Then
            '--- No ---'
            MsgBox "Could not find the Contacts folder", vbCritical + vbOKOnly, MACRO_NAME
        Else
            '--- Yes ---'
            '--- Get the contact associated with the recipient email address ---'
            Set olkContact = olkFolder.Find("[Email1Address] = '" & Item.Recipients.Item(1).Address & "'")
            '--- Was a matching contact found? ---'
            If TypeName(olkContact) = "Nothing" Then
                '--- No ---'
                MsgBox "Could not find a contact with the address " & Item.Recipients.Item(1).Address & " in the first email address slot.", vbCritical + vbOKOnly, MACRO_NAME
            Else
                '--- Yes ---'
                '--- Update the Last Contact property ---'
                Set olkProp = olkContact.UserProperties("Date of Last Contact") '<- Change the property name as needed'
                olkProp.Value = Now
                '--- Update the Attempts property ---'
                Set olkProp = olkContact.UserProperties("Number of Attempts")   '<- Change the property name as needed'
                olkProp.Value = Int(olkProp.Value) + 1
                Set olkProp = olkContact.UserProperties("Date of Last Contact")   '<- Change the property name as needed'
                olkProp.Value = format(today, "mmm dd yyyy")
                '--- Save the changes ---'
                olkContact.Save
            End If
        End If
    End If
    On Error GoTo 0
    Set olkFolder = Nothing
    Set olkContact = Nothing
    Set olkProp = Nothing
End Sub

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Expert Comment

by:Chris Bottomley
ID: 34968934
Correction below ... same assumption on my part though so simply see if it does it.

Chris
rivate Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
    Const MACRO_NAME = "Item Send"
    Dim olkFolder As Outlook.Items, olkContact As Outlook.ContactItem, olkProp As Outlook.UserProperty
    '--- Turn off error handling ---'
    On Error Resume Next
    '--- If the item being sent as an email ---'
    If Item.Class = olMail Then
        '--- Get the Cotnacts folder ---'
        Set olkFolder = Session.GetDefaultFolder(olFolderContacts).Items
        '--- Was the contacts folder found? ---'
        If TypeName(olkFolder) = "Nothing" Then
            '--- No ---'
            MsgBox "Could not find the Contacts folder", vbCritical + vbOKOnly, MACRO_NAME
        Else
            '--- Yes ---'
            '--- Get the contact associated with the recipient email address ---'
            Set olkContact = olkFolder.Find("[Email1Address] = '" & Item.Recipients.Item(1).Address & "'")
            '--- Was a matching contact found? ---'
            If TypeName(olkContact) = "Nothing" Then
                '--- No ---'
                MsgBox "Could not find a contact with the address " & Item.Recipients.Item(1).Address & " in the first email address slot.", vbCritical + vbOKOnly, MACRO_NAME
            Else
                '--- Yes ---'
                '--- Update the Last Contact property ---'
                Set olkProp = olkContact.UserProperties("Date of Last Contact") '<- Change the property name as needed'
                olkProp.Value = Now
                '--- Update the Attempts property ---'
                Set olkProp = olkContact.UserProperties("Number of Attempts")   '<- Change the property name as needed'
                olkProp.Value = Int(olkProp.Value) + 1
                Set olkProp = olkContact.UserProperties("Date of Last Contact")   '<- Change the property name as needed'
                olkProp.Value = format(today, "mmm dd yyyy")
                '--- Save the changes ---'
                olkContact.Save
            End If
        End If
    End If
    On Error GoTo 0
    Set olkFolder = Nothing
    Set olkContact = Nothing
    Set olkProp = Nothing
End Sub

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Expert Comment

by:Chris Bottomley
ID: 34968941
To get ahead of the curve ... if it doesn't work ... can you select the field instead of number of attempts and use the value for that control in place of the string "Date of Last Contact" that I used.

BTW - no steaks necessary and probably against the terms anyway!

Chris
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Author Comment

by:brokerexecutives
ID: 34972791
Hi Chris,

Thanks for your help. I tried it, but it's not updating, "Client Last Replied" when I reply to a contact. Here's what my code looks like.
 a
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Expert Comment

by:Chris Bottomley
ID: 34972891
In your earlier post you showed the picture of the form properties with "Number of Attempts"highlighted ... can you repeat this but for the properties of "Date of Last Contact"?

Chris
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Author Comment

by:brokerexecutives
ID: 34973117
Sure, but I should have been more clear. I want the value/property "Client Last Replied to update with the date of when I reply to an email sent by a contact.  I need the "Client Last Replied" updated. Both Date of Last Contact and Number of Attempts updates just fine when I fire off an email to a contact. Here's a video of all the values: Youtube_values in form
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Expert Comment

by:Chris Bottomley
ID: 34973228
Oops cut paste error

Chris
Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
    Const MACRO_NAME = "Item Send"
    Dim olkFolder As Outlook.Items, olkContact As Outlook.ContactItem, olkProp As Outlook.UserProperty
    '--- Turn off error handling ---'
    On Error Resume Next
    '--- If the item being sent as an email ---'
    If Item.Class = olMail Then
        '--- Get the Cotnacts folder ---'
        Set olkFolder = Session.GetDefaultFolder(olFolderContacts).Items
        '--- Was the contacts folder found? ---'
        If TypeName(olkFolder) = "Nothing" Then
            '--- No ---'
            MsgBox "Could not find the Contacts folder", vbCritical + vbOKOnly, MACRO_NAME
        Else
            '--- Yes ---'
            '--- Get the contact associated with the recipient email address ---'
            Set olkContact = olkFolder.Find("[Email1Address] = '" & Item.Recipients.Item(1).Address & "'")
            '--- Was a matching contact found? ---'
            If TypeName(olkContact) = "Nothing" Then
                '--- No ---'
                MsgBox "Could not find a contact with the address " & Item.Recipients.Item(1).Address & " in the first email address slot.", vbCritical + vbOKOnly, MACRO_NAME
            Else
                '--- Yes ---'
                '--- Update the Last Contact property ---'
                Set olkProp = olkContact.UserProperties("Date of Last Contact") '<- Change the property name as needed'
                olkProp.Value = Now
                '--- Update the Attempts property ---'
                Set olkProp = olkContact.UserProperties("Number of Attempts")   '<- Change the property name as needed'
                olkProp.Value = Int(olkProp.Value) + 1
                Set olkProp = olkContact.UserProperties("Client Last Replied")   '<- Change the property name as needed'
                olkProp.Value = format(today, "mmm dd yyyy")
                '--- Save the changes ---'
                olkContact.Save
            End If
        End If
    End If
    On Error GoTo 0
    Set olkFolder = Nothing
    Set olkContact = Nothing
    Set olkProp = Nothing
End Sub

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Author Comment

by:brokerexecutives
ID: 34973351
No. It's still only updating "Date of Last Contact" and "Number of Attempts".
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Expert Comment

by:Chris Bottomley
ID: 34973394
BAck to can you provide an image of the Client Last Replied properties

Chris
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Author Comment

by:brokerexecutives
ID: 34973521
Here are two pictures of Display & Value of the "Client Last Replied" properties.

 c1 c2
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Expert Comment

by:Chris Bottomley
ID: 34973554
Prhaps I was trying to be too clever.  The name appears correct so I have regressed to simply using teh full timestamp rather than formatting it.

Chris
Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
    Const MACRO_NAME = "Item Send"
    Dim olkFolder As Outlook.Items, olkContact As Outlook.ContactItem, olkProp As Outlook.UserProperty
    '--- Turn off error handling ---'
    On Error Resume Next
    '--- If the item being sent as an email ---'
    If Item.Class = olMail Then
        '--- Get the Cotnacts folder ---'
        Set olkFolder = Session.GetDefaultFolder(olFolderContacts).Items
        '--- Was the contacts folder found? ---'
        If TypeName(olkFolder) = "Nothing" Then
            '--- No ---'
            MsgBox "Could not find the Contacts folder", vbCritical + vbOKOnly, MACRO_NAME
        Else
            '--- Yes ---'
            '--- Get the contact associated with the recipient email address ---'
            Set olkContact = olkFolder.Find("[Email1Address] = '" & Item.Recipients.Item(1).Address & "'")
            '--- Was a matching contact found? ---'
            If TypeName(olkContact) = "Nothing" Then
                '--- No ---'
                MsgBox "Could not find a contact with the address " & Item.Recipients.Item(1).Address & " in the first email address slot.", vbCritical + vbOKOnly, MACRO_NAME
            Else
                '--- Yes ---'
                '--- Update the Last Contact property ---'
                Set olkProp = olkContact.UserProperties("Date of Last Contact") '<- Change the property name as needed'
                olkProp.Value = Now
                '--- Update the Attempts property ---'
                Set olkProp = olkContact.UserProperties("Number of Attempts")   '<- Change the property name as needed'
                olkProp.Value = Int(olkProp.Value) + 1
                Set olkProp = olkContact.UserProperties("Client Last Replied")   '<- Change the property name as needed'
                olkProp.Value = now
                '--- Save the changes ---'
                olkContact.Save
            End If
        End If
    End If
    On Error GoTo 0
    Set olkFolder = Nothing
    Set olkContact = Nothing
    Set olkProp = Nothing
End Sub

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Author Comment

by:brokerexecutives
ID: 34973577
It works but not the way I need it. It's updating exactly like, "date of last contact" which is anytime I send an email to a contact. However, I need it to only update when I'm hit, "Reply" from an email a contact sent.
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Expert Comment

by:Chris Bottomley
ID: 34973858
I am not aware that we can explicitly identify reply ... we can differentite from a new message by checking teh conversationindex ... as below if that helps the functionality?

Chris
Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
    Const MACRO_NAME = "Item Send"
    Dim olkFolder As Outlook.Items, olkContact As Outlook.ContactItem, olkProp As Outlook.UserProperty
    '--- Turn off error handling ---'
    On Error Resume Next
    '--- If the item being sent as an email ---'
    If Item.Class = olMail Then
        '--- Get the Cotnacts folder ---'
        Set olkFolder = Session.GetDefaultFolder(olFolderContacts).Items
        '--- Was the contacts folder found? ---'
        If TypeName(olkFolder) = "Nothing" Then
            '--- No ---'
            MsgBox "Could not find the Contacts folder", vbCritical + vbOKOnly, MACRO_NAME
        Else
            '--- Yes ---'
            '--- Get the contact associated with the recipient email address ---'
            Set olkContact = olkFolder.Find("[Email1Address] = '" & Item.Recipients.Item(1).Address & "'")
            '--- Was a matching contact found? ---'
            If TypeName(olkContact) = "Nothing" Then
                '--- No ---'
                MsgBox "Could not find a contact with the address " & Item.Recipients.Item(1).Address & " in the first email address slot.", vbCritical + vbOKOnly, MACRO_NAME
            Else
                '--- Yes ---'
                '--- Update the Last Contact property ---'
                Set olkProp = olkContact.UserProperties("Date of Last Contact") '<- Change the property name as needed'
                olkProp.Value = Now
                '--- Update the Attempts property ---'
                Set olkProp = olkContact.UserProperties("Number of Attempts")   '<- Change the property name as needed'
                olkProp.Value = Int(olkProp.Value) + 1
                if item.conversationindex <> "" then
                    Set olkProp = olkContact.UserProperties("Client Last Replied")   '<- Change the property name as needed'
                    olkProp.Value = now
                end if
                '--- Save the changes ---'
                olkContact.Save
            End If
        End If
    End If
    On Error GoTo 0
    Set olkFolder = Nothing
    Set olkContact = Nothing
    Set olkProp = Nothing
End Sub

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Author Comment

by:brokerexecutives
ID: 34973903
No, it's still updating when a new email is sent to the contact.
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Expert Comment

by:Chris Bottomley
ID: 34974019
A new email does not have a value for the conversationindex ... therefore a new email should not trigger the block.  Can I confirm what you mean by a new email?

Chris
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Author Comment

by:brokerexecutives
ID: 34974058
Sure. New email. Select "New">input the clients email address, subject...., send. Whereas, reply would be: Client emails me> I then hit reply to that contact then send.
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Author Comment

by:brokerexecutives
ID: 34974065
I can create a video what I'm doing. Would that help?
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Expert Comment

by:Chris Bottomley
ID: 34974096
No that wouldn't help ... I really cannot begin to understand how a new mail will have a non blank index.  Are you sure you are running the latest code?

Chris
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Author Comment

by:brokerexecutives
ID: 34974159
Here's a picture of the code. What if we were to record when the date when a reply arrived in my inbox instead of me hitting reply for the code to work?

 yourcode received
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Expert Comment

by:Chris Bottomley
ID: 34974263
Ah haven't monitored during a send as such so a small addition to see if that is it

Chris
Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
    Const MACRO_NAME = "Item Send"
    Dim olkFolder As Outlook.Items, olkContact As Outlook.ContactItem, olkProp As Outlook.UserProperty
    '--- Turn off error handling ---'
    On Error Resume Next
    '--- If the item being sent as an email ---'
    If Item.Class = olMail Then
        '--- Get the Cotnacts folder ---'
        Set olkFolder = Session.GetDefaultFolder(olFolderContacts).Items
        '--- Was the contacts folder found? ---'
        If TypeName(olkFolder) = "Nothing" Then
            '--- No ---'
            MsgBox "Could not find the Contacts folder", vbCritical + vbOKOnly, MACRO_NAME
        Else
            '--- Yes ---'
            '--- Get the contact associated with the recipient email address ---'
            Set olkContact = olkFolder.Find("[Email1Address] = '" & Item.Recipients.Item(1).Address & "'")
            '--- Was a matching contact found? ---'
            If TypeName(olkContact) = "Nothing" Then
                '--- No ---'
                MsgBox "Could not find a contact with the address " & Item.Recipients.Item(1).Address & " in the first email address slot.", vbCritical + vbOKOnly, MACRO_NAME
            Else
                '--- Yes ---'
                '--- Update the Last Contact property ---'
                Set olkProp = olkContact.UserProperties("Date of Last Contact") '<- Change the property name as needed'
                olkProp.Value = Now
                '--- Update the Attempts property ---'
                Set olkProp = olkContact.UserProperties("Number of Attempts")   '<- Change the property name as needed'
                olkProp.Value = Int(olkProp.Value) + 1
                if item.conversationindex <> "" and item.conversationindex <> item.entryid then
                    Set olkProp = olkContact.UserProperties("Client Last Replied")   '<- Change the property name as needed'
                    olkProp.Value = now
                end if
                '--- Save the changes ---'
                olkContact.Save
            End If
        End If
    End If
    On Error GoTo 0
    Set olkFolder = Nothing
    Set olkContact = Nothing
    Set olkProp = Nothing
End Sub

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Expert Comment

by:Chris Bottomley
ID: 34974290
No, whilst that is indeed the issue ... it isn't the solution.  still looking.

Chris
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Author Comment

by:brokerexecutives
ID: 34974332
Okay, well that code didn't work. I'll await your solution. Thanks
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Expert Comment

by:Chris Bottomley
ID: 34974511
A bit of testing in isolation so I believe this may be it ... honest!

Chris
Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
    Const MACRO_NAME = "Item Send"
    Dim olkFolder As Outlook.Items, olkContact As Outlook.ContactItem, olkProp As Outlook.UserProperty
    '--- Turn off error handling ---'
    On Error Resume Next
    '--- If the item being sent as an email ---'
    If Item.Class = olMail Then
        '--- Get the Cotnacts folder ---'
        Set olkFolder = Session.GetDefaultFolder(olFolderContacts).Items
        '--- Was the contacts folder found? ---'
        If TypeName(olkFolder) = "Nothing" Then
            '--- No ---'
            MsgBox "Could not find the Contacts folder", vbCritical + vbOKOnly, MACRO_NAME
        Else
            '--- Yes ---'
            '--- Get the contact associated with the recipient email address ---'
            Set olkContact = olkFolder.Find("[Email1Address] = '" & Item.Recipients.Item(1).Address & "'")
            '--- Was a matching contact found? ---'
            If TypeName(olkContact) = "Nothing" Then
                '--- No ---'
                MsgBox "Could not find a contact with the address " & Item.Recipients.Item(1).Address & " in the first email address slot.", vbCritical + vbOKOnly, MACRO_NAME
            Else
                '--- Yes ---'
                '--- Update the Last Contact property ---'
                Set olkProp = olkContact.UserProperties("Date of Last Contact") '<- Change the property name as needed'
                olkProp.Value = Now
                '--- Update the Attempts property ---'
                Set olkProp = olkContact.UserProperties("Number of Attempts")   '<- Change the property name as needed'
                olkProp.Value = Int(olkProp.Value) + 1
                if len(item.conversationindex > 44 then
                    Set olkProp = olkContact.UserProperties("Client Last Replied")   '<- Change the property name as needed'
                    olkProp.Value = now
                end if
                '--- Save the changes ---'
                olkContact.Save
            End If
        End If
    End If
    On Error GoTo 0
    Set olkFolder = Nothing
    Set olkContact = Nothing
    Set olkProp = Nothing
End Sub

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Accepted Solution

by:
Chris Bottomley earned 500 total points
ID: 34974524
Tested in isolation and incorrerctly entered in your code!

Corrected
Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
    Const MACRO_NAME = "Item Send"
    Dim olkFolder As Outlook.Items, olkContact As Outlook.ContactItem, olkProp As Outlook.UserProperty
    '--- Turn off error handling ---'
    On Error Resume Next
    '--- If the item being sent as an email ---'
    If Item.Class = olMail Then
        '--- Get the Cotnacts folder ---'
        Set olkFolder = Session.GetDefaultFolder(olFolderContacts).Items
        '--- Was the contacts folder found? ---'
        If TypeName(olkFolder) = "Nothing" Then
            '--- No ---'
            MsgBox "Could not find the Contacts folder", vbCritical + vbOKOnly, MACRO_NAME
        Else
            '--- Yes ---'
            '--- Get the contact associated with the recipient email address ---'
            Set olkContact = olkFolder.Find("[Email1Address] = '" & Item.Recipients.Item(1).Address & "'")
            '--- Was a matching contact found? ---'
            If TypeName(olkContact) = "Nothing" Then
                '--- No ---'
                MsgBox "Could not find a contact with the address " & Item.Recipients.Item(1).Address & " in the first email address slot.", vbCritical + vbOKOnly, MACRO_NAME
            Else
                '--- Yes ---'
                '--- Update the Last Contact property ---'
                Set olkProp = olkContact.UserProperties("Date of Last Contact") '<- Change the property name as needed'
                olkProp.Value = Now
                '--- Update the Attempts property ---'
                Set olkProp = olkContact.UserProperties("Number of Attempts")   '<- Change the property name as needed'
                olkProp.Value = Int(olkProp.Value) + 1
                if len(item.conversationindex) > 44 then
                    Set olkProp = olkContact.UserProperties("Client Last Replied")   '<- Change the property name as needed'
                    olkProp.Value = now
                end if
                '--- Save the changes ---'
                olkContact.Save
            End If
        End If
    End If
    On Error GoTo 0
    Set olkFolder = Nothing
    Set olkContact = Nothing
    Set olkProp = Nothing
End Sub

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Author Comment

by:brokerexecutives
ID: 34974584
CONFIRMED! AWESOME! I owe you some steaks! haha. Very nice. Very happy. I didn't see anywhere in the terms that do not allow for "Gifts". Feel free to shoot me your information via email asap. daniel at brokerexecutives.com. I'll be more than happy to get you taken care of. BIG SMILES OVER HERE. You have no idea how much more productive you've made my company.
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Author Closing Comment

by:brokerexecutives
ID: 34974587
You're a genius! Thanks a million.
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Expert Comment

by:Chris Bottomley
ID: 34974769
Very glad it helped ... though I have no idea how it could be so useful i'm just glad to have got there in the end!

Chris
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