Outlook 2007 Macro to Email Field

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LMS

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I have outlook 2007 macros that each opens up a e-mail template as a new e-mail. In my contact template, I have added the macros to the tool bar, so can click on the anyone of them, and it opens up a new e-mail based on the e-mail template provided in the macro. How can I add a line to the macro so when I click on it in a contact I opened, it automatically adds the email address of the contact to the e-mail that is opened up per the template. In the contact form, there is the email field, so how do we have the macro add the email of the that field to the "To" bar of the email that is opened up by clicking on the macro?

Thanks very much, as this is the last thing I think I need to learn.
 

Diane Poremsky

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Outlook version
Outlook 2016 32 bit
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Office 365 Exchange

LMS

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Thanks very much, but not clear to me what to do.

The macro I have that goes to the email template and is part of the contact template is as follows:

Sub test()

Set Msg = Application.CreateItemFromTemplate("C:\Users\Stoler Law\AppData\Roaming\Microsoft\Templates\nameoffile.oft")

Msg.Display

End Sub

What can I add to it so it adds the email address of the contact email field automatically to the email that is created from running the macro?

Thanks for you help very much!
 

Diane Poremsky

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Outlook 2016 32 bit
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Office 365 Exchange
Replace your macro with either of the macros on the pages I posted and replace the path with your template -

Where my macros say

Set objMsg = Application.CreateItemFromTemplate("C:\path\to\template.oft")

You'll use

Set objMsg = Application.CreateItemFromTemplate("C:\Users\Stoler Law\AppData\Roaming\Microsoft\Templates\nameoffile.oft")

Oh, and my macros work on selected messages, not opened. You can either use the Function at Outlook VBA: work with open item or selected item - Slipstick Systems so it works with either selected or open or change the code so it works only with opened items.

In the second macro example, use this line to work with the function & on opened or selected contacts (add the function to the VB editor following the outlook macro):

If TypeName(ActiveExplorer.Selection.Item(1)) = "ContactItem" Then
Set oContact = GetCurrentItem()

or to only work with the opened contact, use

If TypeName(ActiveInspector.CurrentItem) = "ContactItem" Then
Set oContact = ActiveInspector.CurrentItem
 

LMS

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Thank you very much.

I am not a technical expert to understand it thru the thread. Is there a way for me to call you and talk for 5 minutes.

I appreciate it very much as I have worked so hard to find the way to do this, and have noticed you are the top expert for this!!
 

Diane Poremsky

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Outlook 2016 32 bit
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I won't have time for a call before Friday. Try the attached macro - it put it in notepad so it won't get messed up in the post.
 

Attachments

  • macros.txt
    968 bytes · Views: 420

LMS

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I thank you so much. It works perfect and the only thing I needed to do was change a few names in cetain areas so that all the macros work and they don't hit each other, which I will explain to you over the phone on Friday.

The next step is as follows:

I created a new menu in the opening of Outlook where I was able to drag the menu to each macro, and if I highlighted a contact without opening it, the macros work from the new menu.

In the contacts form, I only have been able to add each macro to the Quick Access Toolbar so each one is a separate click and they work perfect.

But is there a way on the Contact template (which I created) for to create a new menu or drop list so I can click on it and scroll down to the macros, as that would be more convenient as each one will show up with a title in the menu or droplist and not be across the whole area of the toolbar.

Again, thank you very very much as this now works perfectly!!
 

Diane Poremsky

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Outlook version
Outlook 2016 32 bit
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In Outlook 2007, you are limited with what you can do s far as menus. It's either the simple method to add to the QAT or create your own ribbon tab. I don't have instructions handy for a custom ribbon handy and I haven't done it in years.
 

LMS

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Thanks so much for letting me now so quickly.

And again, the macro I used from you is perfect!!
 

LMS

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Once again, the question is, is there a way to create a new menu bar in the contact template or a drop down list, so I don't have to have a long horizontel list of bullets to run the macros when I open a contact, , but have the new menu/drop down list just like it works in the new menu bar as part of Outlook when you open Outlook?

I just found out that in the form of a contact template, under the commands you can add to the Quick Access Tool Bar, there is a a "Custom Toolbars" command, and a "Menu Commands" command, and when you add those and run the contact form, they show up each with a drop down list, but nothing is in the list, and so is there a way to add the macros to either of those commands? That might be a way to take care of my question.

Thanks very much, as I now have about 20 macros and would prefer to show a list of different macros versus a button for each one one a contact template.
 

LMS

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And in addition to the foregoing, there is way that you can add to the toolbar on the contact template a command called: "View Macros" which shows the full list of macros with their formal word names (no space) and you can run the macro from that list.

So if there is a way to customize how you view the macros, that might be helpful as well.

Thanks very much.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
In Outlook 2007, your options are limited to using the quick access toolbar or writing a custom ribbon.

Customizing the Ribbon in Outlook 2007

The Developer ribbon has a Macros button on it - you could/should be able to add that to the QAT or just keep the developer ribbon enabled.

view-nmacros.png

(The command for the view macros dialog is listed under All Commands and is called View macros... so you can add it to the QAT )
 

LMS

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Thank you. I already added the command to view the macros per what you mentioned.

Is there anyway to display the macro names with spaces between the words of the title...as when you view macros, its the formal name of each macro.

Thank you.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
No, it only shows the procedure name. You can use underscores in the names to mimic spaces. If you put the macro in a module it should show just the procedure name, not 'thisoutlooksession.macroname'
 

LMS

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Got it all......thank you....and the only new problem is after I create the new menu to the home page of the outlook, and I add the macros to it....it works.....but after I close Outlook and open it up again, the new menu is gone....

How do I fix that please? I appreciate you advice very much as the macros are wonderful.
 

Diane Poremsky

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Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
It sounds like the outlook isn't closing correctly so its not getting saved, but i'm not sure which screen you are referring to. Can you post a screenshot of what it looks like before you close outlook so I know we are on the same page?
 

LMS

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Thank you very much again. I found out that the place I placed was not the right place, did it again to the toolbar and it saved!

Another very important question given you have helped me so much!!

We had the macro that I click in after I single click a contact or open up the contact, which goes to a certain e-mail template and autumatically identifies and add the e-mail address of the contact, which you sent me re the notepad and it works great.

Do you have a macro that will identify the contact e-mail if I click on the contact or open up the contact, and then it will autumatically search all e-mail folders for emails to for from that contact, and show them up in the list to review.

I can do that research under outlook just searching all folders and putting the email address to search for, but would very like to do it from the contact itself whether I open it or open it, and than when I am at the contact however I am there, I can do that immediate search of alll email folders re the email address of the contact.

That would be great.

Thanks very much.
 

LMS

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Exchange Server
The instant search for messages from a contact is another perfect macro that works if I click on contact or open the contact.

Howerver, its does not add to the search all the email to that contact...ie, what I sent to them.....

So can we add to the macro so that is show both what I received and what I sent to them...cause in the to part of outlook if you search and your have set up to search all folders not just the one you are in, it show both what was send and what was received...

So is there something you can add to the macro so it does both.....as I am excited to add the bullot point to the contact and to new menu of opening of outlook.

Thanks so very very much. You are the best!!
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
The search string uses the same criteria you'd type in the Instant Search box, so it can search for anything you can search for.

txtSearch = "from:" & strFilter

would become

txtSearch = "from:" & strFilter & " OR to:" & strFilter
 
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