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Default Automatic Email using details from Excel

Hi,

I'm new here and the forums have been quite useful. However I am getting confused since i'm not an expert with Excel.

Currently I'm managing our referral database and I'm wondering if there is a way to email the referring person on whether his referral passed or failed initial screening, or is an invalid referral.

I'd appreciate very much if someone could help me out.

I'm attaching sample of how the database. Also, the excel file includes the ff sheets: database, list used for the drop down, and the email messages to be sent out. For the email messages, is there a way to include the name of the referral as part of the message?

Thank you again in advance for your help :)


Leslie
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File Type: zip ERPsample.zip (8.3 KB, 56 views)
 
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