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Customer Email Form

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#1 curbycynd


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  • Local time:01:24 PM

Posted 03 November 2006 - 12:26 PM

I could use a little assistance if someone knows how to do this. What I want
to do is have a form email that is sent to customers. These are done in
response to customer service inquiries and each has a seperate entity name
and a corresponding entity id #. I have the information for the entity name
and id# in an excell spread sheet and since it is over 2000, I want to be
able to have an autocomplete field in the form email that pulls the entity
name and corresponding id#. So in theory I would be able to type the first
few letters of the entity id and it would pull that information into the
email. I also want to have a field so that it automatically enters todays
current day and another date field that calculates the current day plus 14
days (essentially inputs a date 2 weeks later). I was able to have these
fields within the excell spreadsheet but I am unsure of how to pull it into
the email template. I followed the instructions on the email template and
was editting it in microsoft word and tried mail merge but it did not
transfer over those merge fields when I copied it over as an outlook
template. I am using Microsoft outlook version 2003/professional. I was
hoping that there is a guru out there that could help me figure this out.
Thanks in advance.

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