Ok this is a very high level question. I have a bunch of emails (forms) that I want to create. The data for these emails is coming from Excel. These forms will need to be distributed to all the representatives so if in excel I can just write a new VB script but I've never called outlook before and not sure what needs to be done to set that up. Or I think I can create custom forms in Outlook and just pull in the date from Excel. The forms aren't really complicated, at most 6 lists need to be populated and the chosen items populated. The only really tricky part is if there's a situation with more than one scenario - haven't yet decided if that should be 2 emails or do it all in one - this is a business decisions not a technical one.
What's the best/quickest way to build these? From excel calling Outlook or Outlook calling excel? I am more versed in Excel than Outlook, btw.
So a bit more detail
An example would be like this (email addresses would not be pre-filled in so don't have to worry about that)
Subject: [one of maybe 8 scenarios]
Dear [customer];
***this will be based on the scenario selected in the subject line but this is a generic scenario****
you have supplied form [X and Z] but form [Y] is missing. Please complete the attached form and return to {representative handling the request].
You may also visit [this website] for more information.
closing
each [field] will be a choice the representative makes and the lists are from the excel workbook. Data lists can be from about 5 to over 200. I just don't want to start down one path to realize later the other might have been a better choice.
What's the best/quickest way to build these? From excel calling Outlook or Outlook calling excel? I am more versed in Excel than Outlook, btw.
So a bit more detail
An example would be like this (email addresses would not be pre-filled in so don't have to worry about that)
Subject: [one of maybe 8 scenarios]
Dear [customer];
***this will be based on the scenario selected in the subject line but this is a generic scenario****
you have supplied form [X and Z] but form [Y] is missing. Please complete the attached form and return to {representative handling the request].
You may also visit [this website] for more information.
closing
each [field] will be a choice the representative makes and the lists are from the excel workbook. Data lists can be from about 5 to over 200. I just don't want to start down one path to realize later the other might have been a better choice.
