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Setting up form email in outlook that can autocomplete entities.
I could use a little assistance if someone knows how to do this. What I want
to do is have a form email that is sent to customers. These are done in response to customer service inquiries and each has a seperate entity name and a corresponding entity id #. I have the information for the entity name and id# in an excell spread sheet and since it is over 2000, I want to be able to have an autocomplete field in the form email that pulls the entity name and corresponding id#. So in theory I would be able to type the first few letters of the entity id and it would pull that information into the email. I also want to have a field so that it automatically enters todays current day and another date field that calculates the current day plus 14 days (essentially inputs a date 2 weeks later). I was able to have these fields within the excell spreadsheet but I am unsure of how to pull it into the email template. I followed the instructions on the email template and was editting it in microsoft word and tried mail merge but it did not transfer over those merge fields when I copied it over as an outlook template. I am using Microsoft outlook version 2003/professional. I was hoping that there is a guru out there that could help me figure this out. Thanks in advance. |
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