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#1
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I have created templates in MS Word for letters that we send to customers.
These contain "Text Form Fields" so that all a user needs to do is TAB through the document and fill in the necessary fields (Customer name, address, etc.) and the rest of the document's content is locked/not editable. I am looking for a way to bring this sort of form into Outlook so that a user can simply change the contents of a few fields and send it to a customer. What this email serves as is a way for our customers to read over their order and Confirm the order. Right now, we have our customers hit reply and type "I authorize this order..." into their response. Is there another way where I can add a checkbox for the customer to check, authorizing the order, and then send it back to us? |
#2
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Unless you control the recipient's email environment -- and obviously you can't in this case -- you're not going to be able to get a checkbox to work. The reply solution you have already sounds pretty good.
-- Sue Mosher, Outlook MVP Author of Microsoft Outlook 2007 Programming: Jumpstart for Power Users and Administrators http://www.outlookcode.com/article.aspx?id=54 "jamiedarby" wrote in message ... I have created templates in MS Word for letters that we send to customers. These contain "Text Form Fields" so that all a user needs to do is TAB through the document and fill in the necessary fields (Customer name, address, etc.) and the rest of the document's content is locked/not editable. I am looking for a way to bring this sort of form into Outlook so that a user can simply change the contents of a few fields and send it to a customer. What this email serves as is a way for our customers to read over their order and Confirm the order. Right now, we have our customers hit reply and type "I authorize this order..." into their response. Is there another way where I can add a checkbox for the customer to check, authorizing the order, and then send it back to us? |
#3
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Well, at this time I don't have a solution for Outlook, it was moreso a
gameplan for what I am looking to build. I'm just not quite sure how to go about doing so. What I really would like is to get to the point where all my users need to do is fill out certain fields and have the rest of the form be static text. At minimum, the recipient of the email needs to be able to read the entire message, hit reply, and then type "I authorize this order....". To me it sounds simple, but what do I know. I've got a blank slate now and ready to build this form, any guidance on achieving my goal would be appreciated. Thanks. "Sue Mosher [MVP-Outlook]" wrote: Unless you control the recipient's email environment -- and obviously you can't in this case -- you're not going to be able to get a checkbox to work. The reply solution you have already sounds pretty good. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook 2007 Programming: Jumpstart for Power Users and Administrators http://www.outlookcode.com/article.aspx?id=54 "jamiedarby" wrote in message ... I have created templates in MS Word for letters that we send to customers. These contain "Text Form Fields" so that all a user needs to do is TAB through the document and fill in the necessary fields (Customer name, address, etc.) and the rest of the document's content is locked/not editable. I am looking for a way to bring this sort of form into Outlook so that a user can simply change the contents of a few fields and send it to a customer. What this email serves as is a way for our customers to read over their order and Confirm the order. Right now, we have our customers hit reply and type "I authorize this order..." into their response. Is there another way where I can add a checkbox for the customer to check, authorizing the order, and then send it back to us? |
#4
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Have you thought about doing that with a Word template and the File | Send command, which uses the current document to create an email message? Mail merge is another solution if you have a lot of messages to send at one time.
-- Sue Mosher, Outlook MVP Author of Microsoft Outlook 2007 Programming: Jumpstart for Power Users and Administrators http://www.outlookcode.com/article.aspx?id=54 "jamiedarby" wrote in message ... Well, at this time I don't have a solution for Outlook, it was moreso a gameplan for what I am looking to build. I'm just not quite sure how to go about doing so. What I really would like is to get to the point where all my users need to do is fill out certain fields and have the rest of the form be static text. At minimum, the recipient of the email needs to be able to read the entire message, hit reply, and then type "I authorize this order....". To me it sounds simple, but what do I know. I've got a blank slate now and ready to build this form, any guidance on achieving my goal would be appreciated. Thanks. "Sue Mosher [MVP-Outlook]" wrote: Unless you control the recipient's email environment -- and obviously you can't in this case -- you're not going to be able to get a checkbox to work. The reply solution you have already sounds pretty good. "jamiedarby" wrote in message ... I have created templates in MS Word for letters that we send to customers. These contain "Text Form Fields" so that all a user needs to do is TAB through the document and fill in the necessary fields (Customer name, address, etc.) and the rest of the document's content is locked/not editable. I am looking for a way to bring this sort of form into Outlook so that a user can simply change the contents of a few fields and send it to a customer. What this email serves as is a way for our customers to read over their order and Confirm the order. Right now, we have our customers hit reply and type "I authorize this order..." into their response. Is there another way where I can add a checkbox for the customer to check, authorizing the order, and then send it back to us? |
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