Computer Support Forum

Excel worksheet to send auto email reminder to clients

Question: Excel worksheet to send auto email reminder to clients

Hello Friends,I am leading the finance team. I need to create an excel worksheet which tracks all my invoices raised on different clients alongwith the due dates. I want excel to send an auto email to client after 2 days of due date and second reminder after 7 days or so.I am from finance back ground and thus do not have any idea of running any codes or macros.Can any body help me with this on priority basis?Thanks and regards,Manish

Relevance 100%
Preferred Solution: Excel worksheet to send auto email reminder to clients

I recommend downloading and running Reimage. It's a computer repair tool that has been proven to identify and fix many Windows problems with a high level of success.

I've used it in the past to identify and fix everything from blue screens (BSOD's), ActiveX errors, corrupt files and processes, dll/exe/sys errors, recover lost memory, Windows update problems, defragging, malware removal etc.

You can download it direct from this link http://downloadreimage.com/download.php. (This link will automatically start a download of Reimage that you can save to your computer.)

Answer: Excel worksheet to send auto email reminder to clients

Try here:http://www.rondebruin.nl/sendmail.htmLook under the section: Add-ins and Worksheet TemplatesMIKEhttp://www.skeptic.com/

2 more replies
Relevance 99.22%

Hi guys,
I have a list of some certifications and their respective expiry dates written in Excel sheet. What I want is to be getting Auto reminder few days before, on and after the expiration date.
Attached is the VBA program that I tired to use but it was reading the whole data instead of being selective. Also attached is an extract of the excel sheet.
Pls I will appreciate any help
Thanks,
CJ
 

Answer:Auto Email reminder from Excel

Have you read the Thread under yours -
http://forums.techguy.org/business-applications/856705-automatic-email-excel-based-date.html
 

1 more replies
Relevance 99.22%

This is my first time posting on here so I hope this is the right place.

I have attached a spreadsheet I will need to populate and we would like to send staff members an email reminder before they need to do their task. Maybe a day or the morning of the day is fine, as long as they get the reminder. I was just wondering how I would go about doing that?

As the Excel file would need to be opened in order to work , I was also wondering how I would be able to set it to open on the start up of everyones machine. Even if it can only start up the programme then it will be obvious to people what they need to open.

Could the email or subject include as much info as it can. Like name, company, job title and contact number. and for it to be sent to the Asignee.

We will then change the next contact date once completed.

Any help would be appreciated!

Thanks
 

More replies
Relevance 97.99%

Hi everyone,

I have no prior experience with Macro/VBA and would need help in creating an excel spreadsheet where an email reminder would be sent 60 days, 30 days and 7 days respectively if the project is not completed to the email stated in the 6th column with information from its row. If its completed, the checkbox would be checked and no mail will be sent.

The email should look like:

To: <email stated in that row>
Subject: Reminder to complete project within (e.g. 60 days)

Body:
Dear all,
Reminder to complete IN1661234 by 31st Aug 2016.

<personal email signature>

Do I need to create a button where I have to click in order for those reminders to be sent or will it be sent automatically everyday as long as the spreadsheet is opened?

Also, is it possible to create 3 different email template for each reminder days, such as 60 days prior to the deadline, the subject of the email would be First Reminder, 30days would have Second Reminder and 7 days prior would have FINAL REMINDER and a urgent marked on the email?

And how do I change the email where those reminders will be sent from?

Any help with regards to the above would be greatly appreciated. Thank you so much.
 

Answer:Auto Email Reminder from Excel when project is almost due

16 more replies
Relevance 97.99%

Hi Guys,

I have just joined this forum, I found some solutions given by Zack quite useful to me. Thank you so much.

But also need help in taking it further, as I have created a worksheet with lots of data which will have to be incorporated while sending auto email reminders to various admin officers depending on the dates, especially for Statutary payments like Telephone, Electricity etc.

If any body can help....... Please...............
 

Answer:Auto Email reminder from Excel Sheet

http://forums.techguy.org/business-applications/773873-how-make-excel-send-email.html
 

1 more replies
Relevance 97.99%

Hi:
I am very new to Excel 2007 and macros. I have a spreadsheet that I am trying to get to send an email reminder to the point of contact [ col b ] 5 days prior to the closure document due NLT date [ col m ]. I am looking for assistance in writing a macro which will accomplish this if it is possible. I have attached the spreadsheet that I referenced.
Your assistance would be greatly appreciated.
Thanks in advance.

desantisj
 

Answer:Excel 2007 Macro to Send Reminder Email

desantisj, welcome to the Forum.
There are already 3 or 4 posts on this forum that have the VBA code (Macro) that you can modify for your Workbook if you can read the code. Zack has written the code so it is a bit complicated, but it should be a case of substituting your Cell references that hold the data for the ones that others have used.
Otherwise it is a case of waiting for an Excel guru to come along and help. If none of them come along I can probably help you, but I normally work with Access.
 

2 more replies
Relevance 97.99%

hi !
I have a spread sheet of 100 of employees , i like every time the expiry date come for there id a notification email come to me , i attach the example excel sheet please help me with that, i am just learning VBA not very good in it i am using windows 8
 

More replies
Relevance 89.79%

HI All,

Can any one help me on this.

I want to auto send email from file whwnever a cell value changed.

In attached excel file if the value of cell "C" get changed to yes then excel should automatically send email to the addreess mentioned the column D.

Help on this .

shishir kumar
 

Answer:Excel to auto send email

Hi there, welcome to the forum,
There are quite a lot of postings with similar questions.
Have you checked this? You can search for then and I'm sure that the solution is there for you.
Some minoor editting may be needed but it will work
 

1 more replies
Relevance 88.56%

Hello folks. Just a general opinion required at the moment, please. I might need to create something to monitor due delivery dates against actual delivery dates. It's pretty easy to use an Excel wbook and conditional formatting to highlight late deliveries, but what I'd like is an automated email sent to a couple of relevant people as soon as an item becomes late. That also might not sound too hard, but what I think might be a problem, is this. Is there a way for this to happen even if the program is not currently open and running? And would this sort of thing be easier to achive in Access or Excel? (Assuming it is possible at all)Thanks

Answer:Excel or Access to auto send email

If the program is not running, then that's it. The only thing I can suggest is that you run the program automatically using Schduled Tasks.

5 more replies
Relevance 87.74%

I've read the previous post with the same issue, but I'm unable to understand how to use the other codes posted within my product. I would like to send an email based on a date. I will attach my document so it is easier for me to explain the requirement. Columns L37-L45 have due dates - I would like the email to be sent 60 days prior. I have posted some mock emails in R37-R45 and the email message in the EMAIL workbook tab. Any assistance would be greatly appreciated.

Thank you so much!
 

Answer:Auto send an email based on date in Excel

Welcome to the board.
I've had to save it as 2003 version but the code works under 2007

See attached my copy of your sheet with the code in ThisWorksheet module.

This just a simple way of doing it and you will have to edit it for your needs but maybe it can put you on the right track.
 

2 more replies
Relevance 82.41%

Hi everyone,I have to send emails to my clients at various intervals (semi annual, quarterly). I need to be able to send emails to around 100 different emails, which is in a excel sheet. I need the process to be free , perhaps boomerang?Thanks for those who reply.Have a great day,PCD

Answer:How to send auto emails to my clients at various intervals

Not sure I can help personally but for others it would be an idea to say what email service or program you are using. There are stacks and all dfifferent.Always pop back and let us know the outcome - thanks

3 more replies
Relevance 82.41%

Hello Friends,I am practical student. I in process to complete my mini project during internship. I need to make a auto reminder in outlook by using excel when due date arrived. It is one of challenging task because I am student in Major business and minor in IT.There are a lot of coding I'm try.But still not success.I hope can learn more. I also love to learn new thing.I hope somebody can help me to complete this task before I finish my practical training. Thanks and regards,Zulaika

Answer:How to send auto reminder in outlook if due date arrived?

Can you clarify something pleaseAre you looking to have a number of dates in Excel, which when reached/passed Excel is to create an email via Outllook and send it to someone?Can you provide an example of how your workbook is laid out

2 more replies
Relevance 82.41%

Hello Friends,I am practical student. I in process to complete my mini project during internship. I need to make a auto reminder in outlook by using excel when due date arrived. It is one of challenging task because I am student in Major business and minor in IT.There are a lot of coding I'm try.But still not success.I hope can learn more. I also love to learn new thing.I hope somebody can help me to complete this task before I finish my practical training. Thanks and regards,Zulaika

More replies
Relevance 80.36%

I have ordinary excel table with formulas and dates.When formula in cell fill up another cell with notification "SendReminder" i need to cell send me notification on e-mail. I need also to macro runs even when table is closed. Thank you

More replies
Relevance 79.54%

Hi everyone. I am currently setting up a database that will hold employer contact information. This document is going to be used to keep track of when a person called the employer, the part that will require some effort and code is setting up a reminder. In this database I need to add a counter or some form of counter that keeps track of how many days its been since the employer has been contacted.

So in one field we have a spot left for Date Contacted. So based off of the information in that Date Contacted, say I contacted an employer today, what I need is for that counter to basically automatically send someone an email when its reached a predetermined amount of days since that employer has been contact for arguments sake lets just say 5 days.

IF anyone can help me with this I would be grateful, Im not very MS access savey. Currently I am working off of MS Access 2003.
 

Answer:Auto-email Reminder

16 more replies
Relevance 79.54%

Hi, this is my first post here and I will preface this by saying I am not familiar with VBA/VBScript language at all (only that it exists and perplexes me), which is why I'm requesting your help!
I have an Excel spreadsheet that I'd like to have send me an Outlook email reminder 6 months after the specified start date, without having to open the Excel file so the macro can run. The reminder email can be simple, just a short message like "Referral Alert: Check Spreadsheet"

I've attached a test file with the columns needed highlighted in yellow.

If this is too tall of an order, I understand!
 

Answer:Send Outlook reminder on specified dates from Excel

As far as I know, this is impossible in the given scenario. Macros only run once a file is loaded; therefore, not having the file loaded means any code won't execute.
 

2 more replies
Relevance 79.54%

Using Excel: I need to send one email reminder to participants three months after they sign up.
This is only done once.
I need to mark a field "sent" after they have been sent this reminder.
The next time I check for people needing a reminder those marked "sent" will not be sent another reminder, only those who have not been marked "sent".
Thanks for the help.
 

Answer:Solved: Excel send reminder and mark it was sent

Hi, welcome to the forum:
Code:

Option Explicit

Sub SendUpdate()
Call MailData("subject string", "status file updated", "[email protected]")
End Sub

Function MailData(mSubject As String, mMessage As String, Sendto As String, Optional CCto As String)
Dim eSubject As String, EBody As String
Dim app As Object, Itm As Variant
Set app = CreateObject("Outlook.Application")
Set Itm = app.CreateItem(0)
With Itm
.Subject = mSubject
.to = Sendto
If Not IsMissing(CCto) Then .CC = CCto
.Body = mMessage
.Save ' This property is used when you want to saves mail to the Concept folder
' .Display ' This property is used when you want to display before sending
' .Send ' This property is used if you want to send without verification
' .Attachments.Add (Filename) ' Must be complete path'and filename if you require an attachment to be included
End With
Set app = Nothing
Set Itm = Nothing
End Function

You will of course have to add your macro to send the mail and then enter a true or false in the sent column

A handy link to use ... http://www.rondebruin.nl/sendmail.htm
 

3 more replies
Relevance 79.13%

Hello, Are there any Excel Gurus out there can help me with this one please?I am wanting to setup either a formula or macro that will perform the following.Eg. When I type a value into cell A1, Excel will automatically rename the Worksheet name to that of the value in cell A1.I have roughly 150 worksheets that I need to create and thought there must be an easy way to type these values into the cells and for them to automatically create a worksheet with the same name rather than me have to manually create and then name a worksheet for each entry?Thanks in advance!!

Answer:Auto naming of Worksheet tabs in Excel

How 'bout this:Private Sub Worksheet_Change(ByVal Target As Range) If Target.Address = "$A$1" Then ActiveSheet.Name = Target.Text End IfEnd Sub

6 more replies
Relevance 79.13%

Hi,

I'm unable to send email messages using Thunderbird/Outlook and my Gmail account.
I'm getting an SMTP error. My SMTP port is 587 using TLS autnentication. I've also tried port 25 with SSL authentication.

I've followed Gmail's guide when I configured my Gmail account on Thunderbird. Note that I can receive emails (via POP).

The other computer in our house is unable to send emails using email clients, too.

I've also followed a Gmail guide on SMTP errors. I've tried all of the suggestions, until I've come one that suggests trying a TELNET command. The command is unable to execute, too.

Here's the Gmail guide I was following: http://mail.google.com/support/bin/answer.py?hl=en&answer=78775

And here are the TELNET test's results:
http://i29.tinypic.com/33x9fkj.png

I was trying to fix this SMTP problem for nearly 2 years, but I've never managed to send even one email using an email client. I've also tried on Windows XP, Vista and 7. Hell ,I even tried Ubuntu's Evolution email client.

My ISP say they can't help me since I'm not using their email service, but Gmail.

And ideas on how to fix this problem once and for all?

Thanks in advance.
 

Answer:Can't send emails using email clients

16 more replies
Relevance 79.13%

Mauri (Greetings) All,

I've used 2 email clients for the past several months without errors in sending/receiving, but ever since, after installing MS Office Update via Windows Update yesterday morning, both my email clients just can't send/receive mails till now.

I use: MS Outlook 2007 for 2 gmail addresses; and DreamMail for my official email address.

Any tips and/or comment will be greatly appreciated.

Tekeraoi (Good Luck) and God Bless,

Answer:can't send/receive email from 2 different clients

Hi Mauri,
Generally, when there is some problem in Incoming mail server and Outgoing mail server (SMTP) then in MS Outlook sending and receiving emails not function properly.To overcome from such condition, as tips, I would suggest you to check your Internet email setting with the help of the following link:How to troubleshoot Outlook when you cannot send or receive e-mail

4 more replies
Relevance 78.72%

Hi....
Anyone can help me to advice how do i write VBA for auto email reminder for due dates.
I have tried one from internet guidance but it doesn't work.

i want the email reminder to a list of IDs before 60days and it's much helpful if the program can send the email without opening the excel sheet.

please help.
i have attaced the file.

thank you so much.
 

More replies
Relevance 78.72%

Hi there,

I'm having trouble with this!

I have a workbook with various sheets in it.

One of these worksheets contains certain cells which need to be sent via Outlook email system to another user.

I would like to create a button on the sheet which when clicked will send only the certain cells to particular users via Outlook.

I need the email addresses in the email to be auto-populated and also a brief note to appear in the main text along with the cells and in the subject line of the email: E.g: "Monthly Data for April"

Can't seem to figure it out so any help greatly received!

SilverAvalon
 

Answer:Want to create a button on a worksheet to send certain cells by email

Hi there,

We can point you in the right direction, or help you with a solution. If you want us to help you, please provide more details. You would need a 'control' sheet for best results. This would line out a range address to be emailed, email recipient(s), subject, etc. Could you post a sample file? Also, what versions of Office are you using?

Edit: Where are my manners.... welcome to the board!!!
 

3 more replies
Relevance 78.31%

At work, our computer does not have Access, but it has Excel. I am creating a database of clients in Excel. Is there any way to enter contents into a cell, hit Tab button, and automatically move to the next cell to the right and at the end of the row, automatically Tab to the first cell in the next row(entering the next record, client)?
Thanks,
Fred
 

Answer:Auto Tabbing in Excel Worksheet Data Entry

Hey Fred,

Try this. When you enter data in a cell use TAB to go to the next cell and continue along using Tab until you need to go back to the first column. When you get to the last cell in that row, enter your data and then hit ENTER.

This then returns to the next row in the first column.

Hope that helps
B
 

3 more replies
Relevance 78.31%

Hello,

I was able to successfully apply Hans' module and have the spreadsheet send an email when it was opened if something was out of the calibration date.

My question is now if it is possible to have it send 2 weeks in advance, and then again in 1 week later. I know that because the cell will be occupied that it was initially sent, it will not read it again for another send. Is there a way to automatically clear a column so that it just sends an email every time its opened within that range?

Finally, where do I add the column for a CC email?
Code:
Option Explicit

Public Sub eMail()
Dim lRow As Integer
Dim i As Integer
Dim toDate As Date
Dim toList As String
Dim eSubject As String
Dim EBody As String
Dim ws As Worksheet
With Application
.ScreenUpdating = False
.EnableEvents = False
.DisplayAlerts = False
End With
Set ws = Sheets("Master Equipment LIST")
Sheets(1).Select
lRow = WorksheetFunction.Max(3, ws.Cells(Rows.Count, "K").End(xlUp).Row)
If ws.Cells(lRow, "K").Value = "" Then Exit Sub
For i = 2 To lRow
toDate = Replace(Cells(i, "K"), ".", "/")
Debug.Print WorksheetFunction.Days360(Date, ws.Cells(i, "K").Value)
If WorksheetFunction.Days360(Date, ws.Cells(i, "K").Value) <= 14 And Len(Trim(ws.Cells(i, "M").Value)) = 0 Then
' If Left(Cells(i, 5), 4) <> "Mail" And toDate - Date <= 30 Then
t... Read more

More replies
Relevance 77.9%

how to set auto reminder when a due date is reached mentioned in excel EVEN WHEN EXCEL IS SAVED AND CLOSED?
 

More replies
Relevance 77.9%

GOOD DAY, NEED YOUR KIND ASSISTANCE TO THE FORMULA I MAY FORM TO SEND REMINDER E-MAIL TO MY CLIENTS IF ONE OF THE 3 COLUMNS CONTAINING DEPOSITS DUE DATE IS WITHIN 1DAY AND NOT YET BEING PAID.THANK YOU

Answer:Excel 2013 auto sending of reminder e-mail

This cannot be achieved with a formula you will need a macro. The requirement is fairly straight forward but we need some more information to be able to produce this. How is your workbook laid out? we need to know1) which cell has the dates in it2) which cell has the email addresses to which you want the email to be sent3) what the email body and subject will be Also please note writing it caps is considered shouting, please don't type in caps.

3 more replies
Relevance 77.49%

I have an Excel 2007 worksheet (main worksheet) that has many columns (15) and rows (800). One column has five different sets of initials. I need to some how figure out a way where I can take that one "Initials" column and then extract three others columns data into five new worksheets (one for each set of initials). So that I can seperate each initials data into its own worksheet (for only that specific set of initals).

I also need this to auto populate somehow from the main worksheet. I have spent all day trying to figure out a formula for this and I can't seem to make it work. I have figured out how to filter the data but can't seem to get it to auto populate.
 

Answer:Solved: Excel 2007 Question about auto populating from one worksheet to others.

14 more replies
Relevance 75.85%

I have searched and read the topics on this, however I am apparently below beginner and need someone to walk me through the entire process. I need an email sent to myself and 2 other co-workers one day before an item listed in my spreadsheet expires. I have the expiration dates are listed in column F. I have not entered any email addresses yet.I would like, as I have read in previous threads, for the system to open and check itself daily. Any help is greatly appreciated, and I will need a very basic, step by step hand holding description.
 

Answer:Excel Email Reminder

Hi, welcome to the board.

I suggest the following link, there enough information and samples there too.

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

2 more replies
Relevance 75.44%

I budget with Excel and was wondering if it was possible to send an email to a specified email address and upon receiving the mail, Outlook executing a rule or something similar and it editing an Excel worksheet for me. My main goal is to, after purchasing an item, sending an email or text to a specified email address and then that info going straight into an Excel worksheet. Yes, I know I can do this manually but just out of curiosity I'd like to know if this is remotely possible. Thanks.
 

Answer:Is it possible to email data to an Excel worksheet?

You could do that with a Powershell or VB script that checks periodically for new mail to a specific account and then parses the mail message for particularly formatted message data.

The machine running it would need to have Outlook or another email client that supports COM object automation installed.
 

4 more replies
Relevance 75.03%

Hello there,

First time posting and very average excel capabilities... Working on generating a code that will send automatic email reminders 7 days prior to the date within rows F-P. Recipients contact information is in column S.

Thanks for your time.

Tim
 

More replies
Relevance 75.03%

If I am doing an automatic email reminder when something is past due:

do I always have to open the Excel document for the macro to run and the reminder to sent out?

Thanks,
 

More replies
Relevance 75.03%

hi there,

I have a list of memberships that need to be renewed at different dates (eg. every two or three years depending on type of membership)

Is there anyway i can make it to automatically send an email to remind me or another person the day it's due to renew?

The list is on excel with expiration date in one of the columns
thanks
 

Answer:Set email reminder based on excel

Hi, take a look at some of the posts, there are quiet a few that do just that, they may need a little editting for your purpose but...
Here's a simple module that does just that, all you need to do is wriet a amcro that fills in the blanks

Code:

Function MailData(mSubject As String, mMessage As String, Sendto As String, Optional CCto As String)
Dim eSubject As String, Sendto As String, CCto As String, EBody As String
Dim app As Object, Itm As Variant
Set app = CreateObject("Outlook.Application")
Set Itm = app.CreateItem(0)

With Itm
.Subject = mSubject
.To = Sendto
If Not IsMissing(CCto) Then .CC = CCto
.Body = mMessage
' .Attachments.Add (NewFileName1) ' Must be complete path
.Display ' This property is used when you want
' .send
End With
Set app = Nothing
Set Itm = Nothing
End Function


P.S. You forgot to mention the Excel versio you're using
 

1 more replies
Relevance 75.03%

I have a list of task (maintainance schedule) to do... and they are required to be done in a by certain different dates regularly (eg. every 14 days or every 28 days)

I have a specific maintance date for each task within the same row. Is there anyway i can make it to automatically send an email to remind me or another person a day before it's due??

thanks
 

Answer:Set email reminder base on Excel

16 more replies
Relevance 75.03%

I have a real simple need. Well, it's probably simple for some. I have a sheet built to track employee hire dates and eval dates. I would like to assign excel to open everyday at a time and then evaluate the cells with the eval and raise dates to see if an email needs to be sent to the supervisor. If so a simple "there are employee items coming due" email is sent to the supervisor. The super will go to the document and take care of the rest. Dta is not real. The email with the employee name isn't the one I'll be sending to. The Team Manager at the end is where the email will be going to for all on the sheet. I would appreciate the help. Running windows 7 and office 2013.
 

More replies
Relevance 75.03%

Hello Everyone!

This is my first post here. I need your help in developing a mechanism to send an automated outlook mail, when the due date of a project is nearing 3 hours, 2 hours & 1 hour away from the current date & time. The script should preferably run automatically every time the PC is running when the excel file is open.

In the attached excel file, An email should go of to -email address (Col. F), with subject "number (Col. B) is due on Due date and time (Col. E)", and body "Dear Name(Col. F), please finish your project asap".

Also, the script should put a check mark on Reminder sent column (Col. G) after the mail is sent, the script should also check if the value of the cell is blank before sending email.

I have scoured the forum for similar problems, and although I found a number of of threads,I am not proficient enough in VBA to modify them to my needs.

I'd really appreciate any help,
 

Answer:Automatic Reminder email from Excel

Hi, I suggest you do some searching, there are quiet a few posts with the same questions and the necessary solutions.
I worked on one or two but cannot remember the names, so just do a quick search and you'll find the answres with the necessary code.
Always to glad to help on if you're still stuck
 

1 more replies
Relevance 75.03%

Hi,
I'm kinda new to VBA and excel programming and am looking for a way of sending an automated reminder 60 days before the expiry of training already completed. column G contains the email recipients, Column E has a title Asbestos Awareness and the cells in column E the expiry dates for employees.
I would appreciate if anyone has sample code I could try.


Thanks sooooooooooo much for any help or advice.
Regards
Vinny
 

Answer:Automatic Email reminder in excel

Hi Vinny,
welcome to the forum, you're the second one this week with the same question, and just like the other poster I do not think you took the time to search for similar posts.
I suggest you do hat, there are several posts with the similar questions and also with the answres and code provided.
 

1 more replies
Relevance 74.21%

I have a list of jobs (jobs schedule) to do... and they are required to be done in a by certain different dates regularly.

I have a specific jobs date for each task held in a colu. Is there anyway i can make it to automatically send an email to remind me or another person a day before it's due??

Another question - I have a basic dashboard when a job is overdue I want the cell to flash RED

thanks
 

Answer:Set email reminder based on conditions on Excel

10 more replies
Relevance 74.21%

I would like to ask for an Excel macro which can send an automate email on a certain date every Month.

The dates would be as follows:

1st Monday: Email should be sent to [email protected] automatically
2nd Wednesday: Email should be sent to [email protected] automatically
3rd Tuesday: Email should be sent to [email protected] automatically
3rd Tuesday: Email should be sent to [email protected] automatically
3rd Tuesday: Email should be sent to [email protected] automatically

Subject line: ABC123D5679_Data transfer expected today

Details of the body of the text message:

"Dear All,
This is to remind you that we are expecting the data transfer to be posted in Novartis system today . This is just an advanced intimation.

Kindly let us know if you foresee a delay in the data transfer.

Kind regards,
Rohit"
Many thanks in advance for your help guys. This means a lot.
 

More replies
Relevance 74.21%

hi there,

I have a list of memberships that need to be renewed at different dates (eg. every two or three years depending on type of membership)

Is there anyway i can make it to automatically send an email to remind me or another person the day it's due to renew?

The list is on excel with expiration date in one of the columns
thanks
 

Answer:Solved: Set email reminder base on Excel

you have another thread here
http://forums.techguy.org/business-applications/1055728-set-email-reminder-based-excel.html
please do not duplicate posts - closing this one
 

1 more replies
Relevance 74.21%

Using Excel ( MS office 2010) would like to know how to take a snapshot or copy a highlighted section and paste it in yahoo mail body without losing data configuration. Want it to paste as it is exactly. I have used the camera option that will take a picture of the copied section and allow me to move it anywhere in the spreadsheet, but not paste it in an email body.

Thanks,
Mark
 

Answer:Excel: copying a snapshot of worksheet to yahoo email

8 more replies
Relevance 73.39%

Hello Everyone!

This is my first post here. I am using Excel 2013 OS win 7. I need your help in developing a mechanism to send an automated outlook mail, when the due date of a project is nearing 3 hours, 2 hours & 1 hour away from the current date & time. The script should preferably run automatically every time the PC is running when the excel file is open.

In the attached excel file, An email should go of to -email address (Col. F), with subject "number (Col. B) is due on Due date and time (Col. E)", and body "Dear Name(Col. F), please finish your project asap".

Also, the script should put a check mark on Reminder sent column (Col. G) after the mail is sent, the script should also check if the value of the cell is blank before sending email.

I have scoured the forum for similar problems, and although I found a number of of threads,I am not proficient enough in VBA to modify them to my needs.

I'd really appreciate any help,
 

Answer:Automatic Reminder email from Excel 2013 in Windows 7 pc

closing duplicated post
continue here
http://forums.techguy.org/business-applications/1141421-automatic-reminder-email-excel.html
 

1 more replies
Relevance 73.39%

Hi lovely people!

I hope you can help me out - I'm new to macros. In regards to the attached excel file, I need to achieve 3 main goals:
Automated pop-up message - For each phone that is overdue for delivery (ie current date is more than due date), I need a pop-up message upon opening the excel sheet. The pop-up alert should say which phone is due (stock #), and how many days overdue it is (current date minus due date)
Automated email reminders - emails to send to various email accounts (individuals in my team) to remind them of overdue phones. The email should include details like the phone, stock #, supplier, due date and how many days overdue. I want the first email reminder to be sent on the due date itself, then 2nd reminder on the next day, and subsequent reminders every 3 days.
Have a separate sheet listing all the overdue items that need to be followed-up.

Lastly, but is it at all possible to create two versions of the same stock list? I.e. one sheet in English, and the other sheet in French. And any edits in either sheet will update the other version.

Cheers!
 

Answer:Excel help! Automated pop-up box and email reminders, and reminder list

Hi, welcome to the forum.
Have you doen a search in this forum.
There are many posts that relate to triggering a mail message based on calculations and expiry dates, etc.
You will of course need to edit some solutions for your purpose, but I do suggest you take a look (search) and probably you'll find what you need.
The question about the two languages is custom macro coding and will take some time.
Your sample contains onle one row of data, but nothing more to go on.
Do some homework (searching the forum) and someone will be able to help
Please don't forget to mention the Excel version, as far as I cansee it's at least version 2007 but it could be 2010 or newer
 

1 more replies
Relevance 72.57%

Hi All,

My name is Diego.

Can anyone send me code to automatically send me an email when the date listed in "column J" is the same date as today. Also, it needs to email only once and even if I am not running excel or at my computer. I want to use Microsoft Outlook and use the ClickYes program as well if this helps that was talked about by Zack Barresse in

http://forums.techguy.org/business-applications/710581-solved-automatic-email-alerts-using-2.html
Essentially I have to be reminded of a reapplication for specific state licensures on healthcare courses I provide. I don't want to forget which courses I have to reapply for so I need to have a program that will look at a date which I have in column J and then email me to remind me of this.

BTW - I am using Outlook 2007 and Excel 2007 on Vista.

Thanks. I appreciate your help! Also, extra points and praise for the person who solves this problem!
 

Answer:Automatic Email Reminder from Excel based on Date in Cell

Please do not post duplicate threads.
One thread per issue.
Continue replies for this issue in this thread: http://forums.techguy.org/business-applications/856705-automatic-email-excel-based-date.html
Thank you.

Closing thread.
 

1 more replies
Relevance 70.52%

Hello,

I need help with a formula. I need the formula to calculate totals from 10 worksheet.

Totals to come from C164 from each sheet to total in the summary worksheet D20. I can't seem to get it past the first worksheet. This is the formula that I have. The work sheet are named xx1-xx10

=Sum(xx1!c164,xx2!c164,xx3!c164,xx4!c164,xx5!c164,xx6!c164,xx7!c164,xx8!c164,xx9!c164,xx10!c164) IIs this possible?
Please and thank you!

Answer:Excel Formula using multiple worksheet to calculate into a summary worksheet.

Moving thread to the Office Forum for better results

2 more replies
Relevance 69.7%

Hi,

I have one worksheet with 3 colums and rows.
I need to create a new dinamic worksheet from the data on the 1st sheet.
Columns in the 1st sheet are:

Material Plant Quantity
------------------------------------------
AAA 1 100
AAA 2 50
AAA 3 20
BBB 1 30
BBB 3 10

I know descriptions for the Plants: 1 - "East", 2 - "West", 3 - "South".
I have to create macros or formulas to build a new worksheet from information on this one. It is basically take a Material group by, then Plant and sum of Quantity for that specific Material and specific Plant , and build a column for that specific Plant, with provided description. So if its Plant =1 , then column is "East", and so on.
So, essentially the new worksheet shooud look like this.
Quantity for Materials based on Plant.

Material East West South
-----------------------------------------------------------
AAA 100 50 20
BBB 30
BBB 10

Can someone give me tips on how to build that new worksheet and how should i build macro?

Thank you,
Vadim.
 

More replies
Relevance 69.7%

excel worksheetsIs there any way to have excel take you to a specific worksheet when you click on a cell. for instance, if I had cells with Sunday, Monday, Tuesday, etc., and corresponding worksheets with the same names. Can I make it so that, when you click on the Monday cell, it automatically takes you to the Monday worksheet

Answer:Excel worksheets auto send?

What your looking for is the =HYPERLINK() function.Try this:With your Sheet Names in Column A:
A
1) Sunday
2) Monday
3) Tuesday
In Cell B1 enter the formula:=HYPERLINK("#'" & A1 & "'!A1", "Link To "&A1)Drag down.Now when you click the link in Column B, you will be taken to the new sheet,with the cursor in cell A1MIKEhttp://www.skeptic.com/

3 more replies
Relevance 68.47%

Hi Wayne, I have another one...

I have two Excel Sheets. One is a list I call database with all of the information in a list. The second sheet is ?prettied up? into a the looks of a nice form (but not a form, just formatted to look nice).

I have the same column names in both locations. The list layout is landscape and the ?form? is portrait. The data in each row of the list/database is what I would like to have prepopulate into the ?form? below to print a single record, but I can?t figure out how to make this work. The data in the list will change continue to have data added at the bottom.
 

Answer:Excel - Prepopulating a worksheet from a worksheet list

would you change the image to an actual spreadsheet with a sample
also the image is a screen shot of the other post
 

1 more replies
Relevance 68.47%

Is it feasible to automatically send a copy of an email from one machine to another address. For example an email sent from Peter to Fred is also copied to Joe.This is not to spy on anyone, in case you're wondering, but to keep a third individual in touch with what's happening with particular communications that are always sent from one paticular computer. All parties agree this what they wish to do.Any incoming emails are copied automaticlly to the third party but I can't find a rule to do it on the way out.This is on a small peer to peer network of about six computers without Exchange

Answer:Outlook - auto send copy email

Make a Distribution List in your address book with Fred and Joe listed.

4 more replies
Relevance 66.01%

If someone with access to a excel 10 spreadsheet makes a change in it is it possible to have an email sent to my outlook email address?

Answer:I'm trying to send an email from Excel.

Yes, you can achieve this by using the 'BeforeSave' function. Open the VBA window, expand 'Microsoft Excel Objects' if it's not already, then double-click on 'ThisWorkbook.'Copy and paste the following code into the window: (Note: you will need to change the email addresses and the servername at the minimum!)Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
Dim MailObject As Object
Dim Cconfig As Object
Dim SMTP_Config As Variant
Dim Email_Subject, Email_Send_From, Email_Send_To, Email_Body As String
Email_Subject = "User Has Saved Changes to Your WorkBook"
Email_Send_From = "[email protected]"
Email_Send_To = "[email protected]"
Email_Body = "Someone has made changes to your workbook and saved them."
Set MailObject = CreateObject("CDO.Message")
On Error GoTo debugs
Set Cconfig = CreateObject("CDO.Configuration")
Cconfig.Load -1
Set SMTP_Config = Cconfig.Fields
With SMTP_Config
.Item("http://schemas.microsoft.com/cdo/configuration/sendusing") = 2
.Item("http://schemas.microsoft.com/cdo/configuration/smtpserver") = "PUTYOURSERVERNAMEHERE!"
.Item("http://schemas.microsoft.com/cdo/configuration/smtpserverport") = 25
.Update
End With
With MailObject
Set .Configuration = Cconfig
End With
MailObject.Subject = Email_Subject
MailObject.From = Email_Send_From
MailObject.To = Email_Send_To
MailObject.TextBody = Email_Body
MailObject.send
debugs:
If Err.Description <> "" Then MsgBox Err.Description
End Sub
Law of Logic... Read more

6 more replies
Relevance 66.01%

I'm using an Excel worksheet (2007) that has macros to populate a form that I want to email to various people. I used to do it with no problem in the 2003 version, but now I get a message that says, "Unable to Sign - If using Microsoft Publisher or InfoPath Please resend as an attachment." This error message is in a dialog box that has the label, "Send as message not supported from Microsoft Publisher or InfoPath" I wasn't aware that I was using either of those applications, just Excel and Outlook. I don't care if the message is digitally signed before sending or not, I just want to send the form out. Any ideas?
 

More replies
Relevance 66.01%

I'm trying to send an excel worksheet via email. I currently use Office 2003 and I'm use Windows Live Mail for my email. I have the icon in the file menu on Excel but it is grayed out and I am unable to access it. Does anyone know how to fix this?

Answer:I'm trying to send an email from Excel.

hi mom2otto,i found this for you..it may be helpful to you...rondebruin[dot]nl/sendmail[dot]htm

2 more replies
Relevance 65.6%

I have created "IF" formula in excel 2010, based on a date it will create a send due in column "E", =IF(D5=$A$2,HYPERLINK(mailto:"&$K$1&"?subject="&A5&-B5&"&body="&$C$3,"sendworks great but, I have to go thru 86 rows in column "E" and hit "Send Due" then hit send again on the email, can we automate this some how, like a macro that engadges when I open my outlook every morning

Answer:send email from excel based on

This should be in the Office forum here: http://www.computing.net/forum/offi...

2 more replies
Relevance 65.6%

I am looking to write code that will send an out an email automatically if 2 conditions are met in excel. The first condition being, is this a repeat design "Y or N" and the second is the number of days shown in another column. The criteria is, if "Y & over 42 days then send email" or if "N and over 14 days then send email" otherwise do nothing.I have my repeat design in Col G & Number of days in Col K. I have been trying to adapt the code below that I found online earlier on. Unfortunately, it uses a limit instead of the IF function I would like. It is currently set to send out an email as soon as any number in Col K goes over a 200 day limit, that's the bit I would like to change.Private Sub Worksheet_Calculate() Dim FormulaRange As Range Dim NotSentMsg As String Dim MyMsg As String Dim SentMsg As String Dim MyLimit As Double NotSentMsg = "Not Sent" SentMsg = "Sent" 'Above the MyLimit value it will run the macro MyLimit = 200 'Set the range with Formulas that you want to check Set FormulaRange = Me.Range("K8:K100") On Error GoTo EndMacro: For Each FormulaCell In FormulaRange.Cells With FormulaCell If IsNumeric(.Value) = False Then MyMsg = "Not numeric" Else If .Value > MyLimit Then MyMsg = SentMsg If .Offset(0, 1).Value = NotSentMsg Then Call Mail_with_outlook2 End If Else ... Read more

Answer:How to send an email from excel if certain conditions are me

Thank you for reposting the code with the pre tags. That really helps.As far as your example data, your column letters don't appear to line up correctly, but based on your earlier posts, I'll assume that Column K contains the 443, 18, etc.Another posting tip:Since we can't see your workbook from where we're sitting, telling us that the VBA code is "coming up with an error" doesn't give us a lot to work with. VBA can present all sorts of errors, including syntax errors, compile errors, run time errors, application errors and even the dreaded Fatal Error. (Ouch!)It would help us help you if you told us what the error says and, if possible, which instruction caused the error.Allow me to offer you this before I address your question:If you are going to be using VBA, either writing your own code or just trying to figure out how code that you find on the web works, it helps to have some debugging techniques in your toolbox. I suggest that you practice the techniques found in the following tutorial. Not only can these techniques help you find errors in your own code, but they can be used to reverse engineer code that you find elsewhere. I am essentially self taught in VBA and much of what I have learned came from my application of these debugging techniques on working code, which helps me understand how and why the code does what it does.https://www.computing.net/howtos/sh...OK, as for your current problem, let's take a look at what you said:"I cut and replaced "My Limit = 200" in m... Read more

7 more replies
Relevance 65.6%

Hello,

First time post from me! So hi everyone.

Im a begginner at this so any help would be appreciated.

I have created a training matrix on Excel, and it obviously peoples training runs out regularly. Somehow i need to try and get an email sent to 4 different email addresses when somebodies training is a month before running out. Then, if its still not updated, another email to be sent out 2 weeks before the 'date expiry'.

I've tried messing about with Task schedular and have got an email to be sent out every Monday morning at 9am, to various email addresses. However, ideally i need something which would send an email alert as i explained. Ive tried with macros and visual basic codes, but its just a bit too much for me! haha

I understand there have been similar posts, and i have tried to adapt to them, but still doesnt seem to work out.

Any help whatsoever would be fantastic.

Look forward to your reply.

Thanks
OW
 

Answer:How to send an email from excel when a cell changes.

16 more replies
Relevance 65.6%

In the attached xls file, the user would have this file open and would populate all the fields that are marked "User". When a date is entered into Column C, the Status (Column D) changes to "Resolved" and Send Email? (Column D) changes to "Yes".

Here is where I get confused looking at some example vba to send a selection from the worksheet to a specified email address in the same worksheet.

I would like to send the following to the email address in that row:

"Your issue {row A#} regarding UWI {row G#} has come off confidential."

When the email is sent, the Email Status (Column F) changes to Sent. Only rows with a null email status will be processed. This will prevent multuple emails from being sent.

Hope this makes sense.

Mike

PS - All data is just sample data.
 

Answer:Solved: How to send email from Excel

16 more replies
Relevance 65.6%

Hi all,

I have an excel file from which I want notifications to be sent to a particular email address. I have seen several threads which are related to mine however I could not manage to do it. I am new to this stuff and need your help to explain the coding.

I have 2 columns (in red in the attached file) and I want a notification to be sent via outlook if the expiry is due within 2 months, 1 month and on the day as a reminder.

Another query I have is that this excel sheet will be used by multiple users. Will the notifications be sent each time a user will use this sheet?

Your help is much appeciated.
 

More replies
Relevance 65.6%

When I start in Word or Excel (office xp pro) and hit
file, send to, send as an attachment the word email
editor will pop up with the word document as an
attachment (as it should). I then put the address I want
to send it to and hit the send button. The send button
greys while the mouse button is pushed (as it should) but
the message stays there. It does not send. I can hit the
button 7 million times and the email and attachment just
sit there.

Does anyone have any idea what may cause this?

Side notes: It doesn't mater if outlook is open or closed same effect either way. I can send attachment directly from outlook.
OS Win XP Pro. Network 2000 Server with 2000 exchange.
Newest Service Packs on all software from server to local
machine including office.
 

More replies
Relevance 65.6%

Hi All,

Let me take the pleasure to introduce myself as Vasu, beginner in this forum.

I know that there are many on going threads related to my this new thread. But, actually I had gone through some of the posts (like Rollin, OBP, and Diego) as per my need and I did saw OBP used to share some links which already covers this my new thread, but since I am totally beginner to MS Excel, so I could not understand many of the things. So, with left chance I thought initiating the new thread, so that I can aware of step-by-step to "automatically send an email from excel on date basis". Hope you all fine with this.

So, here is what I need, I have a sheet (which contains columns Request No, Owner, Run Date, Due Date to Close Request). Usually sometimes we miss to close the requests as per the due dates.

So, could you please share detailed information on how can my excel automatically send an email whenever the "Run Date" crosses??

As per my understanding after reading the existing posts, I thought of giving you some sample data from my side. In my attached workbook, there are two sheets ("Request Tracker" and "Email"). "Request Tracker" sheet contains the base data on which "Email" sheet contains what I need in my email when excel send an email.

I would be more than happy to give you any additional information if required.

I use MS Outlook and MS Excel on Windows.

Thanks for your assistance and help to get my problem ... Read more

Answer:How to send an automatic email from excel?

15 more replies
Relevance 65.19%

Hi there

can someone help me trigger auto email from the attached excel sheet ?

The email should be triggered upon the 'status' with corresponding message from 'remarks' column
 

More replies
Relevance 65.19%

hello,
i am trying to sent out an automatic email anytime the workbook has been changed and for example 3 days have passed from a certain date on the worksheet. this would have to be applied to close to a hundred rows per sheet and would be sent to outlook 2007. not express or anything. wondering if it would require multiple VBA codes or not.
i have looked on the Ron site and many postings but i just found out what a macro was and would love to learn how to write VBA but dont have the time. looking to try and solve this. also need to know if the computer im working on has to have outlook or if i can do it from one that doesnt.
Have an example and any details for further assistance just ask. any help would be greatly appreciated thank you.
 

Answer:Auto email using excel

16 more replies
Relevance 65.19%

Firstly i would like to say hi to everyone and thanks in advance for any advice / help.

Here is my problem...

I have a spreadsheet and it contains a list of our employees and when any of their work related certificates expire. What i would like to do is create a script??? or something that will run and send an email to a selected list of people informing them that a certificate is about to expire.

The spreadsheet is excel format and the email software my work uses is Groupwise.

Also something to note would be that there may be multiple people who have expiring certificates at the same time, would it be possible to send just one email or would individual emails be the only way to go.

I have attached a very simple spreadsheet so you can get a better idea of what i mean.

Once again, thanks guy for any help you can provide.
 

Answer:Auto Email from Excel

why oh why do spamers exist
 

2 more replies
Relevance 64.78%

Dear All,

I would like to seek your advice to find out a solution for the below query:
Daily I would be having plenty of documents on hold which I need to intimate to respective people for the reasons on the same : so…..
Every time I need to send an e-mail for these, so I wanted to create macros for sending an e-mail for the excel on their respective documents like:
Dear Sir/Madam,
You’re so and so document and code no is on hold due to the “reason”, please provide us the clarification to process further
Data is like below

A B C D
Doument # Code Reason fo hold E-mail id
12 1 Due to Mismatch [email protected]

13 2 Wrong doc [email protected]

15 3 amount mismatch [email protected]

17 4 Wrong Details attached [email protected]

19 5 Wrong person details [email protected]

21 68 Due to Mismatch [email protected]

23 455 ddsss5 [email protected]
Please provide us Macro code for the same ,
Thanks in advance
Your’s friends
 

Answer:send email from excel to multiple recipients

6 more replies
Relevance 64.78%

Hi there,

I am looking for a way that Excel can automatically generate an email alert for my colleagues that is triggered by data in my Excel file. I haven't generated the Excel file yet as the advice you give me may have an impact on how I go about it. Basically, the database will be a record of marketing activity we have undertaken as a company and will include dates for us to complete follow up actions. If possible, I would like for an email to be generated when todays date matches up with the follow up date. This should go to the staff member whose details are against that entry.

I hope this makes sense!

I have seen a previous thread which appeared to be on the right tracks, but it has been closed so I can't see the outcome!

Many thanks,

Carly.
 

Answer:How to make Excel send email alerts

16 more replies
Relevance 64.78%

Hi there,

I have a workbook which i would ideally like to send an automated mail when the date is within 30 days of "Todays date" .
I have found something similaar on past posts whichprints certain cells to an email but is triggered by a button press not date, but wondered if anyone could adjust it for me as my excel knowledge is very limited.
I really am struggling.

The password for the spreadsheet is Kalibratedbyme (capital K)

Best regards and many thanks!
 

Answer:macro to allow a date to send an email in excel

The content is different but why are you duplicating a post?
 

3 more replies
Relevance 64.78%

I am attaching this excel sheet which has codes on sending email automatically on due date once the file is opened and then closes it as well. However there seems to be a problem as it doesn't send emails automatically and comes up with a error. It would be grateful if someone could correct the codes in the file.
Thank You
 

Answer:Send Email using Excel and Outlook Automatically

7 more replies
Relevance 64.78%

Send Email from Excel when cell is populated.

I have no knowledge of VB, but know that this is possible based on other threads and limited articles that I have read.

Can anyone provide me with the script to send an email out of excel when data (date) is entered into column Q or R or T of the attached sample spreadsheet? A prompt to send the email including text that the field has changed as well as text from column G & H would be great.

Whatever help you can provide would be greatly appreciated.

Thanks.
 

Answer:Send Email from Excel when cell is populated

Hi, welcome to the forum.

Check out the post created by mightybekah. I put some VBA code in the sample file which when modified to your needs will work for you.
Try it and if you still have any issues just post.
 

1 more replies
Relevance 64.78%

Hi.

I have attach the sheet

Need your help on auto sending of email from the excel via Lotus note.
I have my data in excel which has Email ID to whom I need to send an Email. with subject in one column and Body of the message in one column.

I need to send email every day as per today date, by refering the cell B1 which has (Date) Today ().
Then accordingly I need to go to the Col "E" which has the Email Date as heading, I need to sort todays date from the Email Date, and send email accordingly to the respectively persons in that row( I have mentioned only email Id of the persons in Col "C" & "D").

Now what I want is,it should sort the date for the Email Date by refering the cell B1 (means according Today() date in B1).
I have created 2 Buttons one in the Cell C1 & the other in Cell D1 What I want is when I click on Button "First Name Contact" it should send auto email to that respective person email id in that column/row along with the subject and body of message which is in column F & G.
And when I click the other button "Both Contact Name from column E & F" it should send auto email to both persons email id in column/row C & D along with the subject and body of message which is in column F & G.
I have Lotus notes installed on my system and I'm using excel 2003 version.
I would appreciate if you could help me on this as I'm not familier to coding.
 

Answer:Send email from excel via Lotus notes

16 more replies
Relevance 64.78%

0down votefavoriteCould you please help me to automatically send an email from Excel only when the formula value in column M (=IF(VAL.EMPTY(K15);"";MAX(K15-Today();0))>200. Unfortunately the Sheet1 code triggers the email code if the condition is met (>200) in formula value cell in column M if the date in column K is altered manually or by writing manually Not Sent in column N. Instead my goal would be: 1) to understand why this code in sheet1 doesn't send the email automatically as supposed to do (the only thing it does is to put Sent in column N without sending the email. This make me think that this code works) 2) to find the way to send the email automatically without changing anything manually in the cells in my sheet1. H I J K L M N Date Score Description Next Due Status Days till expiration 15 28/09/2017 13 Medium Risk 25/07/2018 Valid 284 Sent 16 11/10/2017 13 Medium Risk 10/08/2018 Valid 300 Sent 'Sheet1 (FormulaValueChange)Private Sub Worksheet_Calculate()Dim FormulaRange As RangeDim NotSentMsg As StringDim MyMsg As StringDim SentMsg As StringDim MyLimit As DoubleNotSentMsg = "Not Sent"SentMsg = "Sent"'Above the MyLimit value it will run the macroMyLimit = 200'Set the range with the Formula that you want to checkSet FormulaRange =... Read more

More replies
Relevance 64.78%

I have an equipment list and I would like to be able to be prompted 1 week prior to the date that my calibrations are due without having to remember to check all the time.Can you please help me set it up so that an email alert can be sent saying that a certain piece of equipment is due for calibration within 1 week.

Answer:how to get excel to send me an email when a due date arrives

I have only minimal skills with Macros but see if this site gives you some ideas:http://www.rondebruin.nl/win/sectio...MIKEhttp://www.skeptic.com/

6 more replies
Relevance 64.37%

Hello all;

I am new to this forum and also to Excel macros. I have a large Excel file detailing financial accounts with my small business.
Anyway, I would like to email any customer who has an overdue balance as per column V in my attached sample file (any customer with a greater than zero value in V). I would like to send an email; something like this:

Joe Wilson;
As of 2/28/11 (latest date in the row that is on/after the current date), your account is currently overdue and you owe $1500.00 (G3).
Thank you.
Treasurer
I found several other threads explaining how to send an automatic email from Excel, but I haven't found one for sending an individualized email to a list of recipients. If this question has been answered, please feel free to redirect me. Otherwise, I'd appreciate any suggestions. Please let me know if I can detail my needs any better.
Thanks!
 

Answer:Excel Macro: Auto Email

welcome to the board.

I put some code in the sheet

The macro name is CheckAndMail

Let me know if this is what you need

PS: I just corrected something I came accross and have re attached the corrected sample
 

2 more replies
Relevance 64.37%

Hi I am trying to set up a Client data base and I would like to be able to email everyone in the company when a change has been made to columns B,D,E, and F. I plan on having different tabs for each company and when I update the companies folder and change one of those four columns, I’m looking for it to send out an email alert saying "CompanyX Contact Manager Client Folder Has Been Updated".

I have been trying my best to figure it out with info I found on here but I am not very good with Code and any help will be much appreciated
 

Answer:Excel Auto Email Code ?

16 more replies
Relevance 63.96%

Hi again,

I've read through numerous posts relating to this topic, but I'm having challenges. What I would like is to create a macro that will send an email to defined recipients IF a range of cells have values that meet a certain criteria (either the colour code or the value).

I'll make a button to run the macro manually.

Any help would be appreciated. Perhaps someone can look up a specific post that relates to my question...cause there are so many, I can't find one.

Thanks!

TBaker14

 

Answer:Solved: Excel send email with selected cells

16 more replies
Relevance 63.96%

Hi everyone,

I'm new here, and kind need your assistant on this spreadsheet. Been searching all over from this forum but non are helpful.

As attached, I created an excel workbook and would like to have excel AUTOMATICALLY send to me and other colleagues as well a reminder to Outlook email which the password going to expire soon WITHOUT opening the workbook. Is it possible?

Can someone help me on this ? as I don't have much exp on VB. Thanks!
 

Answer:How Excel AUTOMATICALLY send alert to email when is duedate

May be this thread is what you looking for http://forums.techguy.org/business-applications/574148-e-mail-cell-data-excel.html
 

1 more replies
Relevance 63.96%

Hello to everyone that reads this post.

I have seen several threads on this request, and have not been able to see exactly what I have been looking for.

Below is what I am looking for:
we will receive emails from one of our departments indicating that, what we call a disclosure, occurs. It is our responsibility to do the research on the cause, and email back our findings. Each of these requests have a due date. We have started to create a log to help keep track of these disclosures so that we can respond by the due date. I would like to make this easier by having an email sent that has not been completed. I have attached a spreadsheet as a sample, everything is fictitious. As you will see on the sheet, there are several data elements that are recorded. The fields that I want to have looked at to determine the criteria for sending the email is due date and email sent date. which is columns O & P. I would like to have an email sent automatically each day whether we open the sheet or not, that has a due date but not a date in the email sent column P.

An added piece but not necessary is to have sent in the email is that there are x amount of days left til the due date and/or it has been x amount of days past the due date.

I would appreciate any assistance, and if you need further clarification please don't hesitate to ask
 

More replies
Relevance 63.96%

Basically, I have created a very simple Excel spreadsheet as an example, but what I would like to do is the following:

I have several employees (100 +/-) that require training in various fields. Each training certification is good for 1-yr. I am trying to figure a way for Excel to automatically send an email to my Microsoft Outlook whenever that training date is set to expire. I would like to have it email me 30-days before it expires. The problem is that I don't record and notate it by the date the training expires, but rather by the date they were trained. An example would be that I trained someone on 5-3-13 and they will be expiring 30-days from now. I have it entered on the spreadsheet as 5-3-13. How can I make Excel automatically generate an email warning me of the upcoming expiration date? I am admittedly not very proficient in computer language, but I am more than willing to learn.
 

Answer:Trying to send automatic email notification from Excel 2010

6 more replies
Relevance 63.96%

Hi there,

I am using Office 365 Excel 2013, but we do not have access to the Cloud features. I think we are on
Windows 7.

What I am trying to do is create a spreadsheet for our managers to check off when a task has been completed. When they check the forms control box, the forms control box in B17 is assigned to say M17 and the word TRUE populates M17. The other form boxes are relative to the "results" cell. (Note if there is not check in the forms box then the "results" cell is either FALSE or is blank). Once all the boxes are checked, I want to change the cell color of A16 (title Accounts Payable) to green and generate an email notifying me saying Accounts Payable tasks are complete.

Here is a sample - I have also uploaded a copy of the excel document.

I realize that the email being sent out takes VBA programing and I think I have an example of this but haven't tried it yet. Is what I want to do possible? Is there a better way to go about doing this?

Thank you for the help.
 

Answer:Excel count true statements then send out an email

Are you still looking for a solution to this?

It seems possible. If you have any code (even if it's not working), please share it. Additionally, it sounds like the real bulk of the code is going to come from sending an email. The rest of it pretty much seems done or seems like one line of code.

How do you plan/want the email to be sent? What email program are you currently using on your computer? I would assume Outlook since you have Office, but not sure.

It also seems like other people are accessing this file. Is it stored on a network folder and everyone accesses it that way?
 

2 more replies
Relevance 63.96%

Okay - here goes... I know I have seen a few questions similar to mine but no final answers.

I am trying to send a mass email to my distributors - approx 100 of them. I have their names, log in ID's and email addresses in an excel spreadsheet.

What I am trying to do is have the email for letter pull the info from the spreadsheet, put it in the email, and send it out but personalized to each person/company.

Fro example, I need it to pull XYZ co from the list, use their email address to send it to them, insert their contact name in the "Dear so & so" part of the letter, pull their ID for the log in from excel and place into the email, and send it out personalized with each companies info.

PS - If you give me programming info like some of the other posts showed - I need to know where do I put it/enter it etc? I'm not all that knowledgeable on this stuff but need to figure out how to make it happen.

Thanks in advance!
irishki
 

Answer:How to use Excel Sheet to send personalized mass email

http://spreadsheetpage.com/index.php/tip/sending_personalized_email_from_excel/
 

3 more replies
Relevance 63.96%

Hi All,

I am new to VBA and although there are many links in the forum regarding the topics of using Excel to send Email reminders to Outlook, my requirement requires an additional option which i do not know how to program to make it work. I hope I can be assisted.

I am currently using Outlook & Excel 2010, Windows 7.

Using the attached test example, I have created a spreadsheet which is used daily. It requires a reminder email to be automatically sent out ONLY if the following is triggered.

Row H (Send Reminder) must show YES, then it will only send on the date shown on Row G (Due Date). However, if Row H shows NO, it will not send even though Row G has Due Dates.

The body of the reminder message would say:

Subject: Reminder

The project assigned to you under reference number, "cell D3" in the name of "from cell E3" for the confirmation date of "from cell N3" is now G3 - C3 days old.

If this has been completed, please ignore.
 

More replies
Relevance 63.96%

Hello ,

I have one excel file with one column with expires date.
I want script or something else to check every day this excel and if one cell is small than 10 then
run a batch file (i have it) with blat emailer (command line emailer) to send me email.
Is it possible ?
 

Answer:Script to check column of excel and send email.

16 more replies
Relevance 63.96%

I found this code in this forum.
i want to add recipient as CC or BCC. What is the correct code for that?
Thanks in advance!

Code:
Public Sub email()

Dim SubJ, Recip As String

SubJ = "Enter your suject"
Recip = "[email protected]"


ThisWorkbook.SendMail Recip, SubJ

msgbox "Email Sent"

End Sub

 

Answer:Send excel sheet ( email) through macro with recipient and cc

6 more replies
Relevance 63.96%

I have read this thread http://forums.techguy.org/business-applications/775756-how-use-excel-sheet-send.html. I am looking to do the same thing but withh Outlook. What must I do differently?

"Okay - here goes... I know I have seen a few questions similar to mine but no final answers.

I am trying to send a mass email to my distributors - approx 100 of them. I have their names, log in ID's and email addresses in an excel spreadsheet.

What I am trying to do is have the email for letter pull the info from the spreadsheet, put it in the email, and send it out but personalized to each person/company.

Fro example, I need it to pull XYZ co from the list, use their email address to send it to them, insert their contact name in the "Dear so & so" part of the letter, pull their ID for the log in from excel and place into the email, and send it out personalized with each companies info.

PS - If you give me programming info like some of the other posts showed - I need to know where do I put it/enter it etc? I'm not all that knowledgeable on this stuff but need to figure out how to make it happen.

http://spreadsheetpage.com/index.php/tip/sending_personalized_email_from_excel/

Thanks for the info - that looks like exactly what I need ! Your awesome!
One more question tho ( please don't laugh me out of here)
Where do I enter the VB programming to make it happen - in Outlook?
In the email itself? In Excel?

With the workbook open in Excel, press ALT+F1... Read more

More replies
Relevance 63.96%

In Excel 2010 I use the Review tab to hit the Mail button which opens my Outlook-attaches the spreadsheet and sends the email with the Spreadsheet successfully. However there is no message text in the body. No matter what I type (e.g. Mary, how are you today?) it just sends a blank email with a good attachment. Any ideas?

More replies
Relevance 63.96%

I created an excel workbook and would like to have excel automatically send me a reminder to my Outlook email when certain due dates are coming up.

Is this possible? I tried playing around with Macros but I'm not good at it. Any assistance is greatly appreciated.

respectfully,
Edward
 

Answer:How to make Excel send email alerts to Outlook

7 more replies
Relevance 63.96%

Hello,

I am trying to figure out how to get MS Excel to send a few cells of data to an email address. We are a fire department whose dispatch is using an excel spreadsheet as the dispatch log. The goal is for the data to be entered into a few cells. Column H1 would ask to "send page". If 'Y' is put into the cell then an email automatically be with the data in this format:

c1 d1 e1 f1 g1
type;location;street address;details;report #
The email pushes an alert to responders smart phones through an ap.

Thanks!
 

Answer:Need to send some cell data from Excel to Outlook Email

7 more replies
Relevance 63.96%

I have a list of associates (14) that require taking company regulated courses throughout the year. I first would like the cell to change colors based on the date, i.e.: 1 week before, date it is supposed to complete and 3 days late. I also need to send an email (Lotus Notes) from my excel spread sheet, to the associate on the day it is supposed to have been completed. I aatached the file, thank you for your help.
 

More replies
Relevance 63.55%

Hi,

New here. I dug up a thread that Zack Barresse solved many years ago. I am looking to do the exact same thing. The link to the thread is below. My file is infinitely more complicated than what that user was asking for so I need a bit more help tuning the VBA. Link: http://forums.techguy.org/business-applications/710581-automatic-email-alerts-using-excel.html

Some specifics:

- I am using Outlook not Express
- Excel 2007
- All the functionality is complete for monitoring several live streams of securities data with several trade indicators.
- It is consolidated onto one sheet for manual monitoring (Picture below). Basically takes copious amounts of data and reduces it to just IF and AND functionality for the triggers for easy use from all the other sheets.
- The workbook will be open and running/refreshing on its own 24/7 as it is now.

I am a busy guy, I just need the VBA to automatically email me remotely when any of the 7 currency pairs causes a trigger when I am on the go. I can log trades from an app on my phone.

One other hurdle would be that if say (Using percentages to keep it simple) that a trigger would be if something reached as high as 80% to send the notification email. But where the system refreshes every 60 seconds it shouldn't send another notification each time it remains at or above 80%. Just the once. It may remain there for hours and that is a lot of emails.


Thoughts? and many many thanks in advance.
 

Answer:Excel - Auto Email based on cell value

10 more replies
Relevance 63.55%

Firstly Hi,
I'm Hodge and this is my first post on this forum, please (HELP)

I have been looking around the various forum's trying to figure this out myself but with little success. There are many variants of this problem throughout these forums with many solutions, but none of which i've been able to adapt or use.

I basically run a diving team with 27+ divers and have various spread sheets to manage the team, from equipment servicing to personnel run out dates. I have been trying to find/create a Macro that will automatically send me an email, with Cc's option, when cells in column M & O turn yellow or red. Then copy all the data within that row and email the address in column P as an attachment. I have looked at Ron de Bruin's code, and tried to adapt it without success. Once I have the correct code, I believe i will be able to adapt it to most, if not all of my spreadsheets.

Hopefully someone has used this type of code before for the same reasons, Sorry must mention that I'm working on MS Office For Mac 2011, but don't think the process is much different. I don't really know much about VBA, so any help will be welcomed.

I've attached one of my spreadsheets just incase.

Thanks in advance for any help you may be able to offer.

Hodgey
 

Answer:Solved: Auto Generated Email in Excel

16 more replies
Relevance 63.55%

Hello,I sort of got stuck with a very tedious Excel tracker that tracks when people are due for their vaccinations.I know that there are ways to set up formulas in Excel 2007 but I am pretty ignorant in the whole process. I humbly request your help.Here is a gist of my Excel tracker:Column A=Name | Column B=Job Title | Column C=Due DateAnd then the rows fill in accordingly.So, let's say I had this:John Smith | Janitor | 09/15/2010Could I somehow synch those three rows up with my Outlook contacts list and send a formatted email to them? Could I also set it up to CC me?I would want something like, " Hello, if you are seeing this then you are due for your annual vaccination. Please complete your vaccination as soon as possible. Thank you."Thanks for your help.

Answer:Excel Due date tracker-- Auto email when due?

Hi,I can offer some help with formulas.If you have the following arrangement A B C D E F
1 Name Position Vacc. Due Status Rem. sent Vacc. Date
2 Smith J Janitor 15-Sep-10 Due 15-Sep-10
3 Smith K Clerk 10-Sep-10 Done 10-Sep-10 12-Sep-10
You can start by getting a warning when a vaccination is due.In Cell D2 enter this formula:=IF(C2-TODAY()<8,IF(F2="","Due","Done"),"")This tests to see if the due date is 1 week or less away from today's date, using "IF date difference is less than 8 (days)" : IF(C2-TODAY()<8For a longer warning increase the 8 in the formulaThe formula then uses a second IF to see if the vaccination date cell has been completed : IF(F2="","Due","Done"). This returns "Due" if there is nothing in the vaccination date cell, else it returns done.To avoid "Due" showing up when there is no date in cell C2 you can add an extra test for an empty cell:=IF(C2="","",IF(C2-TODAY()<8,IF(F2="","Due","Done"),""))Now to improve the visibility of vaccinations due, you can use 'Conditional formtting' which changes the appearance of a cell based on values in that (or other) cells.Select cell D2.From the Ribbon select Home - Styles - Conditional Formatting, From the drop down select 'Manage Rules' and select 'New Rule'In the dialog box select the last item in the list 'Use a formula to determine which cells to format'Enter this formula in the box =IF(D2="Due",TRUE,FALSE)Note that TRUE and FALSE do not have double quotes - they are Excel's logical values true and fa... Read more

2 more replies
Relevance 63.55%

Hi, I have download a template from http://www.rondebruin.nl/sendmail.htm and make some modification to create a tracking program for own use. Now, I would like to add in some features to my tracking program which hope it will serve better. I have few questions here which would like to seek for the expert support.

Refer to the attachment:
1. How could I make the email to send out the OPEN and OVERDUE items only(excluded the closed items)?
2. I have set the conditional format, it work in the Excel but not work in the email. How could I solve this (It's just shown differently)?

Hope to hear from you soon.
Thanks in advance.

Regards
Ykit
P/S : I am using Excel 2007 and Outlook 2007.
 

Answer:Solved: Excel - Auto Email Problem

16 more replies
Relevance 63.14%

I am working with the attached spreadsheet in Excel 2010 and am trying to figure out how to code certain parameters that will make Excel send myself, my client or other individual an email (with text in body) if certain dates have not been entered into particular cells, or if a cell has exceeded a certain number of days in a particular cell. I have attached a sample spreadsheet and have listed at the bottom 8 points in which I need an email sent, what the trigger is and what the action (email sent to) is.

I just know enough to be very dangerous with Excel but have found that there is a way to code in Excel to send emails which would greatly help my business but I just don't know that much about codes at all.

Can anyone please help me??

Thanks!!
 

Answer:Excel Coding to Send Email based on Cell Entry

Hi, welcome to the forum.

I suggest you do a find in the forum, there are many posts that gao about this and there are many answers, I'm sure there is one that will help yu and of course one of us can help you if you're still stuck
 

2 more replies
Relevance 63.14%

System: Windows Vista and Microsoft Office 2007

When I Right-Click an Excel file, go to Send To, then select Mail Recipient, to send it to an email addressee, as I type the first characters of the address it automatically fills in a previously deleted email group. I have deleted an Outlook Email Group and renamed and restructured it, but the system keeps inserting the old deleted entry. Since the separate addressees are still in the system, it remembers and inserts them via an erased group. Its memory is too great! How can I purge this from memory and utilize the “New, Improved” email groups? Lastly let me say, “Thank you” in advance.
 

Answer:Email; Excel (Right Click) “Send To” – “Mail recipient” problem

Hi BudParker

Outlook automatically inserts, the e-mail group, in the To: field? It doesn't give it as an option in a drop down list?
If it is appearing in a drop down list, try hitting the Delete key, when the e-mail group is highlighted.
The autocomplete list is stored in an .nk2 file for Outlook 2007.

http://www.slipstick.com/config/backup2007.asp
 

2 more replies