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Creating a cmd button that generates a new email to selected customers

3
Hi all,

I am currently in the process of creating a CRM from scratch and I am wanting to add a function where I have a list of customers with a yes/no coloumn in the form. If the yes/no button is ticked, you can then click a button to generate a email to the customers selected.

I have attached a example of the form I want to use the cmd button on.

Can anyone help?

Thanks :)
Attached Images
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Aug 26 '15 #1

✓ answered by jimatqsi

You have to start by deciding how the email is going to be sent. Are you going to depend on Outlook being present? Or some other email client? Or CDO email, which does not require a client?

Then search this site for sending CDO email or sending Outlook Email and you will find lots of helpful posts.

Keep in mind that CDO emails can be sent "silently" but may require your network folks to open a port for you. Outlook and others may pop up some security questions before sending. And you can even present the email form all filled out and waiting for an OK or modifications before sending the mail.

Jim

sorry for the cross-post.

5 1220
Seth Schrock
2,965 Expert 2GB
Here is a link that describes how to send an email via MS Outlook. If you don't have Outlook, there are other options. Just let us know so that we can help you. Emailing From Outlook
Aug 26 '15 #2
jimatqsi
1,271 Expert 1GB
You have to start by deciding how the email is going to be sent. Are you going to depend on Outlook being present? Or some other email client? Or CDO email, which does not require a client?

Then search this site for sending CDO email or sending Outlook Email and you will find lots of helpful posts.

Keep in mind that CDO emails can be sent "silently" but may require your network folks to open a port for you. Outlook and others may pop up some security questions before sending. And you can even present the email form all filled out and waiting for an OK or modifications before sending the mail.

Jim

sorry for the cross-post.
Aug 26 '15 #3
tey92
3
@jimatqsi
Hello Jim,

Sorry I should have been a little more informative.

I have outlook and I am wanting to have the ability to select the specific customers I want from the list via a check box. Then press a cmd button that will generate a blank email in outlook to the specific customers I selected.

It seems easy but I just can't crack it!!

Thanks :)
Aug 27 '15 #4
jimatqsi
1,271 Expert 1GB
Did you look at the link that Seth provided? It gives a pretty good explanation of using Outlook with VBA. Try that and let us know how far you get. Be sure to show any code you write.

Jim
Aug 27 '15 #5
tey92
3
@jimatqsi
I did, but I ended up working it out. Thanks for your help! :)
Aug 27 '15 #6

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