ExcelBanter

ExcelBanter (https://www.excelbanter.com/)
-   Excel Programming (https://www.excelbanter.com/excel-programming/)
-   -   Automated contract received/accepted/loaded spreadsheet design HELP NEEDED (https://www.excelbanter.com/excel-programming/362387-automated-contract-received-accepted-loaded-spreadsheet-design-help-needed.html)

Nick Marcell

Automated contract received/accepted/loaded spreadsheet design HELP NEEDED
 
Hi

I am trying to create a tracking spreadsheet where I can track the
various stages of incoming contracts. Currently I have thought that the
main stages that need tracking are, The receiving of the contract, the
acceptance(or not) of the contract and the loading of the contract.

There are various fields in the spreadsheet but the main part I need
help with is to somehow write a macro that will send an email to the
person who sent the contract letting them know when their contract
reaches each stage.

Whatever help I can get will be greatly appreciated.

Thanks in Advance

Nick


Bob Phillips

Automated contract received/accepted/loaded spreadsheet design HELP NEEDED
 
Nick,

You could trap the change event on those three fields and send the workbook
with a suitable subject (the stage). You would need to know the recipient as
identified in your mail system, so that would need to be on the sheet as
well and pick it up from there.

Do you have many contracts per spreadsheet, or is it a one-for-one?

--
HTH

Bob Phillips

(replace xxxx in email address with googlemail if mailing direct)

"Nick Marcell" wrote in message
oups.com...
Hi

I am trying to create a tracking spreadsheet where I can track the
various stages of incoming contracts. Currently I have thought that the
main stages that need tracking are, The receiving of the contract, the
acceptance(or not) of the contract and the loading of the contract.

There are various fields in the spreadsheet but the main part I need
help with is to somehow write a macro that will send an email to the
person who sent the contract letting them know when their contract
reaches each stage.

Whatever help I can get will be greatly appreciated.

Thanks in Advance

Nick




Nick Marcell

Automated contract received/accepted/loaded spreadsheet design HELP NEEDED
 
Hi

I was thinking of trying to have all contracts in the spreadsheet maybe
with the different stages in different sheets.


Bob Phillips

Automated contract received/accepted/loaded spreadsheet design HELP NEEDED
 
As you will have many, I don't think you can use Sendmail, that will send
the shale sheet. Do you have Outlook?

--
HTH

Bob Phillips

(replace whole in email address with googlemail if mailing direct)

"Nick Marcell" wrote in message
ups.com...
Hi

I was thinking of trying to have all contracts in the spreadsheet maybe
with the different stages in different sheets.




Tom Ogilvy

Automated contract received/accepted/loaded spreadsheet design
 
Information on events
http://www.cpearson.com/excel/events.htm

information on emailing

http://www.rondebruin.nl/sendmail.htm

--
Regards,
Tom Ogilvy


"Nick Marcell" wrote:

Hi

I was thinking of trying to have all contracts in the spreadsheet maybe
with the different stages in different sheets.




All times are GMT +1. The time now is 11:24 AM.

Powered by vBulletin® Copyright ©2000 - 2025, Jelsoft Enterprises Ltd.
ExcelBanter.com