Email Rprt (or records) from Access 07 to individuals via Outlook

[hlock]

I currently have a query that pulls records for accounts with missing
information. The fields are account rep, account #, client, address, phone,
fax, account rep email. Each account rep is listed multiple times since one
rep can handle multiple accounts. I want to be able to send each account rep
his own list of accounts that are missing information. For example, Rep #1
would receive his list of 10 accounts, Rep #2 would receive her list of 5
accounts, Rep #3 would receive his 1 account. The list can be attached or in
the body of the email, it doesn't matter. I just don't want to send Rep #1
10 separate emails.

So, I'm at the query stage and am not sure where to go from here. Thanks
for any suggestions. Please let me know if I need to post this in a
different forum.

 

[Tony Toews [MVP]]

I currently have a query that pulls records for accounts with missing
information. The fields are account rep, account #, client, address, phone,
fax, account rep email. Each account rep is listed multiple times since one
rep can handle multiple accounts. I want to be able to send each account rep
his own list of accounts that are missing information. For example, Rep #1
would receive his list of 10 accounts, Rep #2 would receive her list of 5
accounts, Rep #3 would receive his 1 account. The list can be attached or in
the body of the email, it doesn't matter. I just don't want to send Rep #1
10 separate emails.

You need a query which returns one record for each account rep with
any missing information. Then the report created is filtered by
account rep so it would have multiple records on it.

For more information on how to create and send reports via email poke
about at the Microsoft Access Email FAQ
http://www.granite.ab.ca/access/email.htm.

And see the Sample Code illustrating looping through a DAO recordset
page at the Access Email FAQ at
http://www.granite.ab.ca/access/email/recordsetloop.htm

Tony
--
Tony Toews, Microsoft Access MVP
Please respond only in the newsgroups so that others can
read the entire thread of messages.
Microsoft Access Links, Hints, Tips & Accounting Systems at
http://www.granite.ab.ca/accsmstr.htm
Tony's Microsoft Access Blog - http://msmvps.com/blogs/access/

 

[JED]

Several ways to email a query:
1) open the query; then from the Access menu bar select "File" then
select "Send To"
2) another is create a macro with the action "SendObject"
3) another is create a Access Visual Basic procedure which runs
"DoCmd.SendObject ..."

 

[Rene T]

Would the same process apply to sending via fax?

You need a query which returns one record for each account rep with
any missing information. Then the report created is filtered by
account rep so it would have multiple records on it.

For more information on how to create and send reports via email poke
about at the Microsoft Access Email FAQ
http://www.granite.ab.ca/access/email.htm.

And see the Sample Code illustrating looping through a DAO recordset
page at the Access Email FAQ at
http://www.granite.ab.ca/access/email/recordsetloop.htm

Tony
--
Tony Toews, Microsoft Access MVP
Please respond only in the newsgroups so that others can
read the entire thread of messages.
Microsoft Access Links, Hints, Tips & Accounting Systems at
http://www.granite.ab.ca/accsmstr.htm
Tony's Microsoft Access Blog - http://msmvps.com/blogs/access/

 

[Tony Toews [MVP]]

Would the same process apply to sending via fax?

Yes.

Tony
--
Tony Toews, Microsoft Access MVP
Please respond only in the newsgroups so that others can
read the entire thread of messages.
Microsoft Access Links, Hints, Tips & Accounting Systems at
http://www.granite.ab.ca/accsmstr.htm
Tony's Microsoft Access Blog - http://msmvps.com/blogs/access/