Completed

Outlook macro to forward emails based on lookup list

Small script that reacts from a button press in outlook when an email is selected. I've described the process below.

**Process

**

Approximately 10 emails received each month containing a company name in the subject line and a zip file attached.

I want to highlight all ten emails in the inbox and hit a button which triggers the following process

1. Each email is forwarded, its subject line and contents (except zip file) are stripped and replaced with a standard template.

2. Template includes the following dynamic fields: a company name in the subject line and in the body, an employee name (up to two) at the top of the email, a To address (up to 2) and a CC address and the zip file from the original email.

3. The dynamic content lookup table can be in excel, or in a list somewhere that is easily editable for me (no preference where). It will contain the following structure:

- Company name column A

- Employee name 1 column B

- Employee name 2 column C

- To email address 1 in column D

- To email address 2 in column E

- CC email address in column F

4. The forwarded documents are then left open for me to QA and I will complete the process by hitting send manually

5. A popup box displays emails where no match was found in the lookup table

6. If two names exist the word "and" is placed in between their name in the template.

**

**

## Deliverables

Assumptions:

* Only the company name is required to make a match and open up a forwarded email. If no other information exists the email will contain the standard template but no name information.

* Emails are not automatically sent - requires a final "human" click on the send button.

* Location of lookup file (if) outside outlook is static

* The script should be able to deal with internal email addresses such as "Me M Self" - these can be put into the to field as is.

* Script variables for location of files, static text, etc should be easy to find (at top of script for example)

* I can assign the macro/script to a button myself

**

Environment**

* Microsoft Office Professional Plus 2007

* Windows XP Service Pack 3

**

Documents**

* Example of data lookup table

| Company Name | Name 1 | Name 2 | To 1 | To 2 | CC |

| Bobs Bricks Ltd | John | Mary | john@[url removed, login to view] | mary@[url removed, login to view] | supervisor@[url removed, login to view] |

| Charlies Chalk | Charlie | | charlie@[url removed, login to view] | | |

| Debbies Doodles | Jane | | Jane@[url removed, login to view] | | debbie@[url removed, login to view] |

| Edwards Eggs | Edward | Phil | eddie@[url removed, login to view] | phil@[url removed, login to view] | John J Supervisor |

* Example of original email (lookup value highlighted in blue)

To: Me

From: An address

Subject: Bobs Bricks Ltd Quarterly Sales Doc Q1

Body: blah blah blah

Attachments: Bobs Bricks Quarterly Sales [url removed, login to view]

* Example of data lookup file (dynamic fields in red)

To: john@[url removed, login to view]; mary@[url removed, login to view]

CC: supervisor@[url removed, login to view]

From: Me

Subject: Bobs Bricks Ltd Q1 Quarterly Sales Results

Body: John and Mary,

Please find the quarterly sales document for Bobs Brick Ltd attached. Let me know if you have any questions.

Thanks, Me.

Attachment: Bobs Bricks Quarterly Sales [url removed, login to view]

Evner:

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Om arbejdsgiveren:
( 6 bedømmelser ) United States

Projekt ID: #3324878

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sergeyzhebka

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$29.75 USD in 14 dage
(142 bedømmelser)
6.1

2 freelancere byder i gennemsnit $30 på dette job

chriskerpini

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$29.75 USD in 14 dage
(32 bedømmelser)
5.0