Macro to file emails into subfolder based on subject line

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ashley1987

New Member
Outlook version
Outlook 2016 64 bit
Email Account
Exchange Server
Hello,

I work with a team and we all share a mailbox. This mailbox gets dozens of emails per day and we file them based on the ref# and the client name in the subject line. I am looking to create a macro that looks for the ref# and the client name in the subject line and files the email in the client subfolder and then with the corresponding ref#. I also need to the macro to create a subfolder if the ref# subfolder doesn't exist yet.

Here is what the inbox looks like (where Aqua-Net, Microsoft, Philipps and Sony are the clients and the numbers 20345, 20389, etc are the ref#s):

1620660687312.png


The subject lines look like this:

Ref#20345 - Aqua-Net - Customer Satisfaction Email - FR

RE: Ref#20389 - Microsoft - 2021 User Guide - FR

Ref#20547 - Philipps - Website proofing - FR (this would be an example of where the macro would create the subfolder)

etc.


thank you!!!!
 
Diane Poremsky

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
I have a macro that files by client code -
www.slipstick.com

VBA: File messages by client code

The problem: a user needs to file messages from clients in a specific folder, which is the clients accounts number. Moving the messages manually is time consuming but using a macro makes it easy.
www.slipstick.com www.slipstick.com

You'll also want to see this article since its not the default mailbox
www.slipstick.com

Working with VBA and non-default Outlook Folders

How to use VBA to 'do something' in Outlook's non-default folders.
www.slipstick.com www.slipstick.com
 
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