Dear List members Request : *Mail merge and E mail* using VBA or other tools =================================================================
- I have to send reminder / dunning letters to my customers. - Unfortunately the faxing option from the company is very time consuming (print, sort, fax, wait for dial tones...failure etc etc) and it takes a long time. - Also there isn't a corporate e mail reminder solution in sight. - To avoid delays and very heavy workload, I plan to e mail the reminder / dunning letters. *I have to take this personally * - I think this should be possible to partially automate this task using XL (data) and combining that with word or VBA and send mail thru MS outlook. - I suspect some one may have tried this before - I seek your help for innovative solutions...either VBA or any other innovative solution as well . - All input data would be available as XL files. Samples shown below and XL files also added to this mail - If this has not been tried earlier or if this is too cumbersome, please drop this, ...my advance apologies . - Any pointers to other websites are also gratefully acknowledged THANKS in advance !!! Subu My customer master looks like this *[xl file enclosed]* ======================================== Customer#........Customer_Name...........Address......................E_mail....... 12345............The fancy paint shop....PO Box 322,madras...........fancy_pa...@hotmail.com 12346............Bright Colours.............PO Box 123,cochin............bright_col...@gmail.com 12347............Best Decor Bangalore..PO Box 456,bangalore........best_d...@bestbangl.co.in ....and ...so on ..... My list of overdue invoices looks like this *[xl file enclosed] * =================================================== Customer #........Invoice#.......InvoiceDate.........DueDate........Amount_Due(Rs) 12345.............AX4562.........01/10/2012.........30/11/2012......11289.60 12345.............AX4653.........02/10/2012.........30/11/2012......45678.45 12345.............AX4653.........02/11/2012.........31/12/2012......11235.78 12346.............AX8657.........04/10/2012.........30/11/2012.......4567.60 12346.............AX7658.........07/10/2012.........30/11/2012.......3456.45 12346.............AX9248.........08/11/2012.........31/12/2012.......2589.78 12347.............AX4258.........06/10/2012.........30/11/2012.....111269.60 12347.............AX4796.........12/10/2012.........30/11/2012......33789.45 12347.............AX6987.........10/11/2012.........31/12/2012........560.78 .......and so on .... I wish to send a reminder / dunning letters by e mail as follows ========================================================================== ======= start of 1st reminder email to fancy_pa...@hotmail.com ====== To M/s Fancy Paint Shop => PO Box 322 => Madras => all above from the master ! Date : 19 Dec 2012 (basically run date) Dear Sir, Madam You account is overdue by Rs. 56,968.05. Please effect payment immediately to avoid delays in supply. A list of invoices due on your account is given below Customer #........Invoice#.......InvoiceDate.........DueDate........Amount_Due(Rs) 12345.............AX4562.........01/10/2012.........30/11/2012......11289.60 12345.............AX4653.........02/10/2012.........30/11/2012......45678.45 Should you need anything more please contact Subu at ......@yahoo.com or at +98354xyzab for further information Thanking you Yours Sincerely Subu ======================= end of 1st dunning email ======================= As you would have noticed the next reminder / dunning letter would be of the same format but different in the due amount and list of invoices ========= Start of 2nd reminder / dunning email to bright_col...@gmail.com ======= To M/s Bright Colours => PO Box 123 => Cochin => all above from the master ! Date : 19 Dec 2012 (basically run date) Dear Sir, Madam You account is overdue by Rs. 8024.05. Please effect payment immediately to avoid delays in supply. A list of invoices due on your account is given below Customer #........Invoice#.......InvoiceDate.........DueDate........Amount_Due(Rs) 12346.............AX8657.........04/10/2012.........30/11/2012.......4567.60 12346.............AX7658.........07/10/2012.........30/11/2012.......3456.45 Should you need anything more please contact Subu at ......@yahoo.com or at +98354xyzab for further information Thanking you Yours Sincerely Subu ======================= end of 2nd dunning email r======================= Each e mail is to be sent to the respective customers e mail Thanks and regards Subu -- Join official Facebook page of this forum @ https://www.facebook.com/discussexcel FORUM RULES 1) Use concise, accurate thread titles. 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sample list of invoices for XL VBA - reminder email.xls
Description: MS-Excel spreadsheet
sample customer master for XL VBA - reminder email.xls
Description: MS-Excel spreadsheet
