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Mail Merge: Converting Outlook Calendar Appointments Into Invoices In Word

Each month, I create approximately 200 invoices from my Outlook calendar appointments.
Right now I copy and paste location, subject, date, message body, etc. into each invoice (MS Word), and I need to automate the process.
I am most comfortable with mail merge, so I started there.
I exported my calendar into excel, then created a mail merge template.
I ran into trouble trying to add multiple appointments to one invoice.
I'm looking for general comments about the best method to convert my calendar entries into invoices.

Thanks for any help


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Okay, so I tried (for hours) to find a solution to this and have finally gotten frustrated to the point where i think asking here will be my best bet.


Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.

My problem is ... Now what?

I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.

Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.

Can anyone help? Let me know if you need me to clarify.

Thanks!

Matt


I am trying to insert a range of cell in the body of an outlook email with the same format. The code I am using now is below and it does insert anything in the email body.

Code:

Sub Mail()
Dim OutApp As Object
    Dim OutMail As Object
    Set OutApp = CreateObject("Outlook.Application")
    OutApp.Session.Logon
    Set OutMail = OutApp.CreateItem(0)
    On Error Resume Next
    With OutMail
        .To = "cbelcher@jpfryelaw.com"
        .CC = ""
        .BCC = ""
        .Subject = "Burden Report"
        .Body = ActiveSheet.Range("A1:D12")
        .Attachments.Add ("C:\Documents and   Settings\cbelcher\Desktop\Burden Report.xls")
End With
    On Error GoTo 0
    Set OutMail = Nothing
    Set OutApp = Nothing
    Set objMsg = Nothing
End Sub





Is there a trick to copy-paste a group of cells into Outlook? I don't want to paste as a picture (shows up as an attachment and is lost when someone else Replies), but formatting is skewed when pasted as an Excel object. Right now I'm recreating the table in Word, then pasting, which doesn't loose formatting.

A specific problem is cells which don't have borders show up with very light grey borders in Outlook. This, I do not want.

TiA


I would like to copy a small table from Word into one cell in an Excel
worksheet. The first column of the table is a list of numbers. I tried
converting the table into text with manual line breaks and tab stops to
divide columns and rows, but that didn't solve my problem.

Excel pastes the data into several rows. When I try to merge them, I
get a warning that the selection contains multiple data values, and
merging into one cell keeps the upper-left most data only.

What I tried that didn't work:
* Formatting the Excel cells as text before pasting the data.
* The various options for "Paste Special." The closest I got was
inserting the table as a Document Object, which could be a workaround,
I guess.
What I am saving for when all else fails:
* The obvious solution of copying row by row into one Excel cell.

The data in the table is information about my dad's medications. I
would like to have reference charts of how to identify the strength of
each tablet by its color and markings. I got the info from the
manufacturers' websites and entered it into tables in Word, which I
would like to copy into a more comprehensive file I am creating in
Excel. The first column of each table is the strength of the tablet,
entered as 1 mg., 2 mg., etc. The subsequent columns describe the
shape, color, and markings. There are 3 tables, each with about 4-5
rows.

Is there a way to copy each one - whether as a table or as text - into
a single Excel cell without losing data?

Many thanks.




This is weird. The Merge functionality is not working, the Button is grayed down.

The sheet/workbook are not protected, nor shared, there is no VBA code in the file...

Does anyone knows what else can it be? Everything else is working fine!!!

thanks


If I am using sendmail in a simple macro, is there any code I can add to actually open Outlook?

Some users of the macro are pressing the macro button and do not have Outlook open so the email isn't sent until they eventually open Outlook!

Thanks in advance


I have a template that automatically populates the date field with the
current date when opened, using today(). Users then Save As to have an
archive copy of their spreadsheet. However, when they go back to access
their saved sheet, the date changes from the created date to the current
date. How do I stop this in Excel?

I know that Word lets you do this by changing the code from {DATE} to
{CREATEDATE}, but I can't find a similar setting in Excel.

Please help and thank you!





In my Excel spreadsheet I have a column to store the email addresses of my clients. Every time I click on the text of an email address, it automatically opens Outlook with a new message composed to that address. How do I stop this from happening? I don't even use Outlook for my email and this is really frustrating. I've tried changing the format of the column to no avail.

Thank you; your help is most appreciated.




I am creating a basic accounting spreadsheet and I ask for assistance to automate data entry posts. I would like to have entries that are entered in the general journal automatically post to the corresponding ledger accounts. The entries need to remain in chronological order. Relative cell referencing will not work because the rows in the ledgers will not correlate to the rows in the journal because the journal but the entries in the ledger need to input on the next available row in that ledger account. Additionally, as the number of entries increase, can the ledger accounts add a new row?

Attached is a very simple example with three transactions. I have included an end state view in the ledger accounts tab.

I have AplphaNumeric part numbers that sometimes contain hyphens or decimals. In order to make them more searchable (since people don't always use the hyphens or decimals properly when they search) I would like to create all the possible variants of the part number, but with one formula.

So AHW18.787 becomes AHW18 787 and AHW18787 with

=SUBSTITUTE(A1,"."," ") and
=SUBSTITUTE(A1,".","") respectively, and

AHRTW-A18-7007 becomes AHRTW A18 7007 and AHRTWA187007 with

=SUBSTITUTE(A1,"-"," ") and
=SUBSTITUTE(A1,"-","").

What I need to be able to do is merge these formulas into one, so that no matter what format the part number is in A1, I get a version of it with spaces in B1, and a version of it with no spaces in C1. I just have not been able to nest it all together - is it even possible with this command?

Thx


Newbie here and I don't know where to start... I'm trying to set up a macro to when data is pasted to a TEMPLATE worksheet tab it will automatically copy and paste data to another sheet based on the month value.
For example:
If data contains 06/01/2011 in cell A1, then data needs to be pasted to "Jun" worksheet within the same workbook.

Can someone assist or can give some direction? Thank you


I am trying to do a very simple copy and paste of a simple formula in Excel 2007 and nothing seems to be working. Excel will not let me copy and paste a formula and will only paste the value into to workbook. For instance, if I make a very simple spreadsheet such as:
A1 type in 10, A2 type in =A1 (calculated A2 to be 10)
B1 type in 5

And then click the copy on B1, and then click paste special on cell B2, the only options it gives me are text and unicode text and so no matter how I paste, cell b2 will always be populated with a value of 5. I cannot imagine a simpler copy and paste and no matter what I do I can't make this work.
All cells are formatted as general. It seems that all copy and pasting of formulas in my excel has been disabled. If I open any spreadsheet on my computer, I can't copy and paste formulas, but do the exact same thing on the exact same spreadsheet on any other computer and it works no problem.

Any help?


Hi,
I am looking for a method/formula that will reverse multiple text entries from "abcde" to "edcba". The entries are composed of several words that need to be reversed ie from "ab cde fg" to "gf edc ba"

Thanks


Below is the code I am using. I am trying to change the subject to show the value of a cell.

Code:

 
    With OutMail
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        .CC = ""
        .BCC = ""
        .Subject = "Attrition for" & Range("c5")
        .Body = ""
        .Attachments.Add wb2.FullName


When it sends it does not show the name in c5.
It just reads "Attrition for"

Should there be a different code?


Hello, what I would like to do is take a portion of a sheet..... So the cells I want to mirror are in the proposal sheet cells B32 x F51. And then mirror the exact duplicate copy to another sheet. The other sheet should have those same values at A20 X G39. What I am trying to do is have a sheet that has skus, prices, and so forth and then when I add,delete, merge, color, or do anything to the cell on the "proposal creation" sheet I want it to mirror only a specific cells to another sheet that is "salesman copy" that we will print to clients. So this way ont he proposal copy a salesman can insert rows or even change the color of the cells and then have it mirror exactly the same on the "salesman copy" which is what we will print for clients. Thank you.

How do I get the colors to change automatically when I use a drop down list.
Per say here is what I am trying to do

If a certain "word" is used from the drop down list I want the background of
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The drop down list that I use was created from cells that have the colors
already in the "word", but I do not know how to make the list show the colors
so it puts the word & color automatically in the drop down list to the cell
with the drop down (if that makes any sense).

If there is a way, please spell it out simple enough for me to understand,
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I was able to convert start date and and end date to the number of days
inbetween the two dates. Does anyone know how to then convert the number of
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Ok, guys, new to this forum and I need some help with a business invoice. I know how to create a drop down list. But what I want to do is create a Drop-Down list with customers names, say cell A11. After selecting a customer name from the list, It would be able to populate the address in cells A12 and A13. Is this possible?


HI...can anyone help me with a formula for aging data in days (to be aged based on current date vs. for eg., Invoice date)


I have a large spreadsheet in Excel 2007. I am converting it to a .csv file to import in to another program. I need to delete all commas from all data.

When I try to replace all commas (with nothing or with another character), I get the error message "The formula you typed contains an error."

I have tried various formats (text, general, etc.) and various file types (.xls,.xlsx, .csv) and still get the same error.