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Code to create "Keep In Touch" Tasks

 
 
=?Utf-8?B?S2VsbHlC?=
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      4th Nov 2005
I'd like to automate the process of remembering to keep in touch with people.

I've added two user-defined fields to my Contacts folder: Frequency
(Integer) and Last (Date).
The frequency field I use to code roughly how often I should try to keep in
touch with someone:
1 = 1 month
2 = 3 months
3 = 6 months
4 = haven't talked to in long time, but should
5 = information outdated
6 = avoid at all costs
[blank] = not a personal contact (restaurants, bank manager, etc.)

The Last field I use to code the rough date of the last time that we were in
touch with each other.

Now, I'd like to write a routine to periodically check my contacts list to
see if I've been delinquent in talking with someone. I could click a button
to start the code, or just run the macro.

If I've been delinquent, if possible, I'd like to create a task, due by the
end of the current month, to remind me to get in touch with that person. The
task can either be a flag on the contact, or preferrably an Outlook Task.

Now, I've done all sorts of VB programming with Access and Excel, but very
little with Outlook. I really don't know where to start.

Any ideas to get me started?

Thanks for your help,
KB
 
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Michael Bauer
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      23rd Nov 2005
Am Fri, 4 Nov 2005 13:16:11 -0800 schrieb KellyB:

An easy way just to getting started: If your OL starts once each day then
you can use the Application_Startup event to run your code.

Helpful functions for you (please see VBA help for details and samples):
- Restrict
- DateDiff
- CreateItem(olTaskItem)

--
Viele Gruesse / Best regards
Michael Bauer - MVP Outlook



> I'd like to automate the process of remembering to keep in touch with

people.
>
> I've added two user-defined fields to my Contacts folder: Frequency
> (Integer) and Last (Date).
> The frequency field I use to code roughly how often I should try to keep

in
> touch with someone:
> 1 = 1 month
> 2 = 3 months
> 3 = 6 months
> 4 = haven't talked to in long time, but should
> 5 = information outdated
> 6 = avoid at all costs
> [blank] = not a personal contact (restaurants, bank manager, etc.)
>
> The Last field I use to code the rough date of the last time that we were

in
> touch with each other.
>
> Now, I'd like to write a routine to periodically check my contacts list to
> see if I've been delinquent in talking with someone. I could click a

button
> to start the code, or just run the macro.
>
> If I've been delinquent, if possible, I'd like to create a task, due by

the
> end of the current month, to remind me to get in touch with that person.

The
> task can either be a flag on the contact, or preferrably an Outlook Task.
>
> Now, I've done all sorts of VB programming with Access and Excel, but very
> little with Outlook. I really don't know where to start.
>
> Any ideas to get me started?
>
> Thanks for your help,
> KB

 
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=?Utf-8?B?c3dlZW5zMzE5?=
Guest
Posts: n/a
 
      1st Dec 2005
I actually have the same question posted in General Questions. I'm surprised
I found this. Having no VBA background, but plenty of programming
background, can you send me some links to code samples to do this? I know you
say see VBA help for details and code samples, but like I said "Zero VBA
background." So, call me stupid, but I don't even know where to go for that.
Not sure if I even have a VB editor on my computer. But, if I do I'll find it.

"Michael Bauer" wrote:

> Am Fri, 4 Nov 2005 13:16:11 -0800 schrieb KellyB:
>
> An easy way just to getting started: If your OL starts once each day then
> you can use the Application_Startup event to run your code.
>
> Helpful functions for you (please see VBA help for details and samples):
> - Restrict
> - DateDiff
> - CreateItem(olTaskItem)
>
> --
> Viele Gruesse / Best regards
> Michael Bauer - MVP Outlook
>
>
>
> > I'd like to automate the process of remembering to keep in touch with

> people.
> >
> > I've added two user-defined fields to my Contacts folder: Frequency
> > (Integer) and Last (Date).
> > The frequency field I use to code roughly how often I should try to keep

> in
> > touch with someone:
> > 1 = 1 month
> > 2 = 3 months
> > 3 = 6 months
> > 4 = haven't talked to in long time, but should
> > 5 = information outdated
> > 6 = avoid at all costs
> > [blank] = not a personal contact (restaurants, bank manager, etc.)
> >
> > The Last field I use to code the rough date of the last time that we were

> in
> > touch with each other.
> >
> > Now, I'd like to write a routine to periodically check my contacts list to
> > see if I've been delinquent in talking with someone. I could click a

> button
> > to start the code, or just run the macro.
> >
> > If I've been delinquent, if possible, I'd like to create a task, due by

> the
> > end of the current month, to remind me to get in touch with that person.

> The
> > task can either be a flag on the contact, or preferrably an Outlook Task.
> >
> > Now, I've done all sorts of VB programming with Access and Excel, but very
> > little with Outlook. I really don't know where to start.
> >
> > Any ideas to get me started?
> >
> > Thanks for your help,
> > KB

>

 
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Michael Bauer
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Posts: n/a
 
      2nd Dec 2005
Am Thu, 1 Dec 2005 09:42:05 -0800 schrieb sweens319:

You can open the VBA editor from within Outlook, just press ALT+F11. Then
open the Object Browser with F2. In the search box below <All Libraries> you
can enter "Restrict" (as one of the mentioned functions). Press Enter and
the function will be found. Select it now and press F1, that will open the
VBA help and jump quickly to the requested page.

--
Viele Gruesse / Best regards
Michael Bauer - MVP Outlook



> I actually have the same question posted in General Questions. I'm

surprised
> I found this. Having no VBA background, but plenty of programming
> background, can you send me some links to code samples to do this? I know

you
> say see VBA help for details and code samples, but like I said "Zero VBA
> background." So, call me stupid, but I don't even know where to go for

that.
> Not sure if I even have a VB editor on my computer. But, if I do I'll find

it.
>
> "Michael Bauer" wrote:
>
>> Am Fri, 4 Nov 2005 13:16:11 -0800 schrieb KellyB:
>>
>> An easy way just to getting started: If your OL starts once each day then
>> you can use the Application_Startup event to run your code.
>>
>> Helpful functions for you (please see VBA help for details and samples):
>> - Restrict
>> - DateDiff
>> - CreateItem(olTaskItem)
>>
>> --
>> Viele Gruesse / Best regards
>> Michael Bauer - MVP Outlook
>>
>>
>>
>>> I'd like to automate the process of remembering to keep in touch with

>> people.
>>>
>>> I've added two user-defined fields to my Contacts folder: Frequency
>>> (Integer) and Last (Date).
>>> The frequency field I use to code roughly how often I should try to keep

>> in
>>> touch with someone:
>>> 1 = 1 month
>>> 2 = 3 months
>>> 3 = 6 months
>>> 4 = haven't talked to in long time, but should
>>> 5 = information outdated
>>> 6 = avoid at all costs
>>> [blank] = not a personal contact (restaurants, bank manager, etc.)
>>>
>>> The Last field I use to code the rough date of the last time that we

were
>> in
>>> touch with each other.
>>>
>>> Now, I'd like to write a routine to periodically check my contacts list

to
>>> see if I've been delinquent in talking with someone. I could click a

>> button
>>> to start the code, or just run the macro.
>>>
>>> If I've been delinquent, if possible, I'd like to create a task, due by

>> the
>>> end of the current month, to remind me to get in touch with that person.

>> The
>>> task can either be a flag on the contact, or preferrably an Outlook

Task.
>>>
>>> Now, I've done all sorts of VB programming with Access and Excel, but

very
>>> little with Outlook. I really don't know where to start.
>>>
>>> Any ideas to get me started?
>>>
>>> Thanks for your help,
>>> KB

>>

 
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