Push a single contact through to excel

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N

nickypatterson

I am new to macros but see that they will greatly help to run my small

business.

I have been trying to find some code which suits my requirement of pushing

signgular fields from a contact into a pre-prepared excel book which is

loaded with the next stage of macro-powered automation.

I recieve enquiries both via email and by phone. I use my blackberry to

save phone enquiries to address book and Anagram for Blackberry to capture

the required contact data from our email enquiry form. Both are then

synchronised with my Outlook contacts.

Either from the point of creation, or through use of a macro button, I want

to automatically add a new contact's information into a prepared SOURCE

DATA.xls which at the moment automates the task and appointment schedule for

that contact.

I do not want to import or export all of my outlook contacts - I simply want

to export 1 contact as and when they are added to my address book (under the

category of "client").

From this SOURCE DATA.xls (which is then automatically saved into it's own

folder and file eg Clients/MRS_P/MRS_P_SOURCE_DATA.xls) I want to export the

info into various quotations, forms etc for printing and use by my staff.

These 2 processes I have managed thus far satisfactorily but the initial

action of pushing a contact through to my 'source data' book seems very

difficult to find any information on.

The info I need to push would be Full Name (first and surname - from which I

derive a reference code necessry for filing etc) Their full address, phone

number,

email address, and notes.

So is this possible?

I have some other ideas for simplifying alot of our admin work - but I

doubt that they are original ideas so there must be some precedence out

there. I know what I want to do but not how to do it.

Any help greatly appreciated.
 
E

EricLegault

Sure, all of this is definitely possible.

For starters, there's a code sample here that can get you started:

http://www.helenfeddema.com/CodeSamples.htm#Code41

Basically, you need to familiarize yourself with both the Outlook and Excel

Object Models. At the lowest level, you need to get a ContactItem object,

usually via ActiveInspector.CurrentItem - which represents the active, opened

e-mail.

All data in the ContactItem object is exposed via numerous properties that

you can read to push into the Excel file.

You can find additional assistance and code samples at

http://www.outlookcode.com, and feel free to follow up with me for more

guidance.

Eric Legault - , MCDBA, MCTS (SharePoint programming, etc.)

"nickypatterson" wrote:


> I am new to macros but see that they will greatly help to run my small
> business.

> I have been trying to find some code which suits my requirement of pushing
> signgular fields from a contact into a pre-prepared excel book which is
> loaded with the next stage of macro-powered automation.

> I recieve enquiries both via email and by phone. I use my blackberry to
> save phone enquiries to address book and Anagram for Blackberry to capture
> the required contact data from our email enquiry form. Both are then
> synchronised with my Outlook contacts.

> Either from the point of creation, or through use of a macro button, I want
> to automatically add a new contact's information into a prepared SOURCE
> DATA.xls which at the moment automates the task and appointment schedule for
> that contact.

> I do not want to import or export all of my outlook contacts - I simply want
> to export 1 contact as and when they are added to my address book (under the
> category of "client").

> From this SOURCE DATA.xls (which is then automatically saved into it's own
> folder and file eg Clients/MRS_P/MRS_P_SOURCE_DATA.xls) I want to export the
> info into various quotations, forms etc for printing and use by my staff.
> These 2 processes I have managed thus far satisfactorily but the initial
> action of pushing a contact through to my 'source data' book seems very
> difficult to find any information on.

> The info I need to push would be Full Name (first and surname - from which I
> derive a reference code necessry for filing etc) Their full address, phone
> number,
> email address, and notes.

> So is this possible?

> I have some other ideas for simplifying alot of our admin work - but I
> doubt that they are original ideas so there must be some precedence out
> there. I know what I want to do but not how to do it.

> Any help greatly appreciated.
 
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