godisaclog
New member
- Local time
- Today, 03:29
- Joined
- Jan 21, 2014
- Messages
- 3
Hi everyone,
Apologies for the first time post. I have been lurking here a while and searching for specific things to do with linking outlook folders, pulling through data and the nasty bug with outlook not presenting From email addresses as a field.
I'm trying to create a simple procedure for marking emails in outlook and getting them to be stored against an existing client database in Access. To do this I have created a simple function in outlook that moves the relevant email I want in my database to a 'sync' folder. In access, I've linked to this folder.
I was going to create an append query to run the data from the linked 'sync' outlook folder into a generic access table. My issues is that I'm not quite sure how best to go about tying this into existing contacts and companies that I already have stored. Is there some way when appending to do a search and present the matches as options?
My more general question is whether this is a common use at all? I've found precious few examples of this type of application. I ideally want a salesforce plugin like function, whereby I can simple create a case in Outlook by flagging the email in some way, and that all corresponding emails can be assigned to this same case. However instead of storing in the cloud, I obviously want to use a local access database. It doesn't seem that difficult, yet it doesn't look like many folks have done this.
Can anyone think of a better way?
Thanks.
Apologies for the first time post. I have been lurking here a while and searching for specific things to do with linking outlook folders, pulling through data and the nasty bug with outlook not presenting From email addresses as a field.
I'm trying to create a simple procedure for marking emails in outlook and getting them to be stored against an existing client database in Access. To do this I have created a simple function in outlook that moves the relevant email I want in my database to a 'sync' folder. In access, I've linked to this folder.
I was going to create an append query to run the data from the linked 'sync' outlook folder into a generic access table. My issues is that I'm not quite sure how best to go about tying this into existing contacts and companies that I already have stored. Is there some way when appending to do a search and present the matches as options?
My more general question is whether this is a common use at all? I've found precious few examples of this type of application. I ideally want a salesforce plugin like function, whereby I can simple create a case in Outlook by flagging the email in some way, and that all corresponding emails can be assigned to this same case. However instead of storing in the cloud, I obviously want to use a local access database. It doesn't seem that difficult, yet it doesn't look like many folks have done this.
Can anyone think of a better way?
Thanks.
