MARVEL.nl
05-29-2010, 02:51 AM
VBA paradise email - fax - department data
Currently we are inplementing a new CRM system, with new mail merge documents.
In the old situation we had a letter template for every department, a template for faxes for every department, and a template for emails (containing a logo) for every department.
The document is a plain word document, with contactdata etc.
The situation
We are using more and more emails as documents, so they should contain the logo from the document, as they are sended using PDF, as faxes, as it is useless to use expensive letterhead paper.
In the ideal situation it would also contain the option to insert a signature based on the employee making the file for faxes and emails.
The variables
The departments are Consultancy, IT, Personeel, Veiligheid and Trainingen
Email and Fax - show the logo and signature (based on the merge field author)
Print - show neither the logo nor the signature
The document shows the department on the left (in the header) and on the bottom (in the footer) the selected department would be bold (ideally).
Showing and saving what is chosen
Selected option will be shown in the document "verzonden als : " (meaning send as..) variable, it shoud say email, fax, document
Toggle logo display
For documents containing the logo it would be nice to get the option to supress logo printing for documents send by fax and as print.
Selecting the options
Selecting the options could be either done by a pupup or by a menu in the taskbar.
Saving the selections
The selections made should be saved, so that the same document could be opened and looking the same.
The document
I attached the merge document. The document has two sections, the first section being the starting page, the second being all other pages.
Found options
I got the show logo thing working, but am still missing the other options and a nice way to get a bopup or a selection made.
It's a braincrusher for me ! I've been on it for 4 days (not speaking of working days of course):banghead:
Help will be greatly appreciated
I've been trying and made a lot of efforts to get it work, but i'v been unsuccesfull so far. That is why i included the empty (expirimentation free) document.
Help will be appreciated and i think more people would enjoy it if there was a working template.
Currently we are inplementing a new CRM system, with new mail merge documents.
In the old situation we had a letter template for every department, a template for faxes for every department, and a template for emails (containing a logo) for every department.
The document is a plain word document, with contactdata etc.
The situation
We are using more and more emails as documents, so they should contain the logo from the document, as they are sended using PDF, as faxes, as it is useless to use expensive letterhead paper.
In the ideal situation it would also contain the option to insert a signature based on the employee making the file for faxes and emails.
The variables
The departments are Consultancy, IT, Personeel, Veiligheid and Trainingen
Email and Fax - show the logo and signature (based on the merge field author)
Print - show neither the logo nor the signature
The document shows the department on the left (in the header) and on the bottom (in the footer) the selected department would be bold (ideally).
Showing and saving what is chosen
Selected option will be shown in the document "verzonden als : " (meaning send as..) variable, it shoud say email, fax, document
Toggle logo display
For documents containing the logo it would be nice to get the option to supress logo printing for documents send by fax and as print.
Selecting the options
Selecting the options could be either done by a pupup or by a menu in the taskbar.
Saving the selections
The selections made should be saved, so that the same document could be opened and looking the same.
The document
I attached the merge document. The document has two sections, the first section being the starting page, the second being all other pages.
Found options
I got the show logo thing working, but am still missing the other options and a nice way to get a bopup or a selection made.
It's a braincrusher for me ! I've been on it for 4 days (not speaking of working days of course):banghead:
Help will be greatly appreciated
I've been trying and made a lot of efforts to get it work, but i'v been unsuccesfull so far. That is why i included the empty (expirimentation free) document.
Help will be appreciated and i think more people would enjoy it if there was a working template.