Hello, Looking for a way to automatically perform the following steps. I've tried Mail merge and VBA, but it just doesn't seem to be working correctly. Process flow - 1) Filter out/ Remove 'Customer Pick-up' in Carrier_ Name column 2) Filter 'Origin' to Dallas, TX, Fort Worth, TX and Arlington, TX 3) Match Carrier_Name with Carrier e-mail(On sheet2) 4) Email carrier's records to respective carriers through Microsoft Outlook. Multiple records for same carrier in a single e-mail instead of multiple e-mails. https://docs.google.com/spreadsheets/d/17b-faeo-rwbf-CjzhwJjkhs2UuEVfvButf82OdGA-Ps/edit?usp=sharing

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Need to automatically filter, vlookup and email records to multiple users

Thread starter Klaspycsupo
Start date Oct 25, 2017
Tags

carrier carriers filter multiple records

Klaspycsupo

New Member

Oct 25, 2017

[FONT=&quot]Hello,[/FONT]
[FONT=&quot]Looking for a way to automatically perform the following steps. I've tried Mail merge and VBA, but it just doesn't seem to be working correctly.[/FONT]
[FONT=&quot]Process flow -[/FONT]
[FONT=&quot]1) Filter out/ Remove 'Customer Pick-up' in Carrier_ Name column[/FONT]
[FONT=&quot]2) Filter 'Origin' to Dallas, TX, Fort Worth, TX and Arlington, TX[/FONT]
[FONT=&quot]3) Match Carrier_Name with Carrier e-mail(On sheet2)[/FONT]
[FONT=&quot]4) Email carrier's records to respective carriers through Microsoft Outlook. Multiple records for same carrier in a single e-mail instead of multiple e-mails.