form or template associated to a specific email recipient

Status
Not open for further replies.
M

martybr@gmail.com

Good morning,

Newbie here.

This is the objective:

When users throughout the company type a specific recipient's name in

the "To" box, I would like to automatically load a template/form that

I previously created specifically for this particular recipient. The

users would then input their information into the body of the email

Current Workaround:

I created a "specific_recipient_template.oft" in the share drive that

is available to everyone. This kind of works but the users have to go

to the specific shared drive and click on the

"specific_recipient_template.oft" to create the email.

Is there a way to associate a form to a specific recipient in the

outlook directory. If outlook "sees" the recipient, it would then load

the specific form into the body of the emai?

Thank you for your input.
 
S

Sue Mosher [MVP]

Outlook offers no out-of-the-box way to do this. It would require an add-in,

and even then, it would only work when the recipient's name is actually

resolved, not when it is just typed in.

Your template solution sounds like it might be the most workable, depending

on exactly what you're asking the users to do. In any case, you'll want to

make sure the recipient is already in the To field for the template, to cut

down on a few steps.

Sue Mosher

<martybr@gmail.com> wrote in message

news:8844fe6a-45c9-46ec-ab04-bfc8262e0a49@l16g2000pra.googlegroups.com...
> Good morning,

> Newbie here.

> This is the objective:
> When users throughout the company type a specific recipient's name in
> the "To" box, I would like to automatically load a template/form that
> I previously created specifically for this particular recipient. The
> users would then input their information into the body of the email

> Current Workaround:
> I created a "specific_recipient_template.oft" in the share drive that
> is available to everyone. This kind of works but the users have to go
> to the specific shared drive and click on the
> "specific_recipient_template.oft" to create the email.

> Is there a way to associate a form to a specific recipient in the
> outlook directory. If outlook "sees" the recipient, it would then load
> the specific form into the body of the emai?

> Thank you for your input.

>
 
M

martybr@gmail.com

On Apr 21, 11:41 am, "Sue Mosher [MVP]" <sue...@turtleflock.com
wrote:
> Outlook offers no out-of-the-box way to do this. It would require an add-in,
> and even then, it would only work when the recipient's name is actually
> resolved, not when it is just typed in.

> Your template solution sounds like it might be the most workable, depending
> on exactly what you're asking the users to do. In any case, you'll want to
> make sure the recipient is already in the To field for the template, to cut
> down on a few steps.

> > Sue Mosher
>    >      >    
> <mart...@gmail.com> wrote in message

> news:8844fe6a-45c9-46ec-ab04-bfc8262e0a49@l16g2000pra.googlegroups.com...

>
> > Good morning,

>
> > Newbie here.

>
> > This is the objective:
> > When users throughout the company type a specific recipient's name in
> > the "To" box, I would like to automatically load a template/form that
> > I previously created specifically for this particular recipient. The
> > users would then input their information into the body of the email

>
> > Current Workaround:
> > I created a "specific_recipient_template.oft" in the share drive that
> > is available to everyone. This kind of works but the users have to go
> > to the specific shared drive and click on the
> > "specific_recipient_template.oft" to create the email.

>
> > Is there a way to associate a form to a specific recipient in the
> > outlook directory. If outlook "sees" the recipient, it would then load
> > the specific form into the body of the emai?

>
> > Thank you for your input.-




Thank you for the quick response.

The name has been resolved. By resolved, I mean the user name is

underlined (exchange server recognises the recipient's name).

How much work is involved in creating the addin. I assume it has to be

deployed in the exchange server.

Thank you again.

Marty
 
S

Sue Mosher [MVP]

Creating an add-in can take a lot of work, and it must be deployed to each

user's machine. It has nothing whatsoever to do with the server. Links to

add-in resources are available on my web site (see signature below).

Sue Mosher

<martybr@gmail.com> wrote in message

news:6823377a-0414-45a0-aa81-3205103e3dc7@d25g2000prn.googlegroups.com...

On Apr 21, 11:41 am, "Sue Mosher [MVP]" <sue...@turtleflock.com
wrote:
> Outlook offers no out-of-the-box way to do this. It would require an
> add-in,
> and even then, it would only work when the recipient's name is actually
> resolved, not when it is just typed in.

> Your template solution sounds like it might be the most workable,
> depending
> on exactly what you're asking the users to do. In any case, you'll want to
> make sure the recipient is already in the To field for the template, to
> cut
> down on a few steps.



> <mart...@gmail.com> wrote in message

> news:8844fe6a-45c9-46ec-ab04-bfc8262e0a49@l16g2000pra.googlegroups.com...

>
> > Good morning,

>
> > Newbie here.

>
> > This is the objective:
> > When users throughout the company type a specific recipient's name in
> > the "To" box, I would like to automatically load a template/form that
> > I previously created specifically for this particular recipient. The
> > users would then input their information into the body of the email

>
> > Current Workaround:
> > I created a "specific_recipient_template.oft" in the share drive that
> > is available to everyone. This kind of works but the users have to go
> > to the specific shared drive and click on the
> > "specific_recipient_template.oft" to create the email.

>
> > Is there a way to associate a form to a specific recipient in the
> > outlook directory. If outlook "sees" the recipient, it would then load
> > the specific form into the body of the emai?

>
> > Thank you for your input.-




Thank you for the quick response.

The name has been resolved. By resolved, I mean the user name is

underlined (exchange server recognises the recipient's name).

How much work is involved in creating the addin. I assume it has to be

deployed in the exchange server.

Thank you again.

Marty
 
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