Tracking e-mails in outlook with excel - excel

How do I track e-mails in and out of a shared in-box in Outlook using excel? We have a large number of e-mails coming in and we need to track responses to make sure that e-mails don't get lost.
Is there as way to get the results from advanced find to an excel sheet?

What view are you setting up in advanced find ? As you can write a VBA macros to pull items from your inbox and put them into you speadsheet. Alot of the advance find option are not in the outlook object model so it depends on the view you are trying to set up.
So can you tell me what you are doing in advanced find ..?
76mel
Ok using outlook tables you can put this in your Excel as a macro
Use "sfilter" to define your advance search criteria.
You will have to pump the data into Excel at the bottom.
Sub GetMail()
Dim oApp As Outlook.Application
Dim oFolder As Outlook.Folder
Dim oNameSpace As Outlook.Namespace
Dim emailCount As Integer
Dim counter As Integer
Dim sfilter As String
Dim oRow As Outlook.Row
Dim oTable As Outlook.Table
Dim i As Outlook.MailItem
Set oApp = CreateObject("Outlook.Application")
Set oNameSpace = oApp.Session
Set oFolder = oNameSpace.GetDefaultFolder(olFolderInbox)
'Add what ever filter you want here using DASL
sfilter = "[LastModificationTime] > '5/1/2005'"
'Restrict with Filter
Set oTable = oFolder.GetTable(sfilter)
'Remove all columns in the default column set
oTable.Columns.RemoveAll
'Specify desired properties
With oTable.Columns
.Add ("EntryID")
.Add ("Subject")
.Add ("ReceivedTime")
End With
'Enumerate the table using test for EndOfTable
'Pump it into your worksheet
Do Until (oTable.EndOfTable)
Set oRow = oTable.GetNextRow()
Debug.Print (oRow("EntryID"))
Debug.Print (oRow("Subject"))
Debug.Print (oRow("ReceivedTime"))
Loop
'Clean up
Set oTable = Nothing
Set oFolder = Nothing
Set oNameSpace = Nothing
Set oApp = Nothing
End Sub

Maybe you should invest in a tool like FogBugz that can handle incoming email, filters spam and tracks responses.

I've found a stop gap measure; just highlight all results you get from advanced find, then ctrl + A, then ctrl + C, you can then paste the results into excel (ctrl + V).
Still I'd like to hear of any other solutions.

Excel doesn't do this well. At my company we simply use flags for anything urgent. When someone responds to a customer, they drag the original message to their folder within the shared mailbox.

Related

Excel VBA Outlook16 cannot read MailItem .Body property, though Outlook14 can

I have taken on a spreadsheet that has a VBA routine to read outlook emails
It works fine for me on Excel2010 (using the Outlook Office14.0 Object library) but now doesnt work for my colleague who's on Excel2016 (he's referenced the Outlook Office16.0 Object library in the VBA references), here's the key bits of code:
Dim olItms As Outlook.Items, Dim olMail As Variant,
For Each olMail In olItms
mailContents() = Split(olMail.Body, Chr(13))
I can add a Watch and see all of the emails in the chosen folder are in the olItms array
I can view the properties for each olMail object, eg sender & time received, all look fine.
In my Excel2010 I can read the .Body property and write it to Excel etc
In his Excel2016 I can similarly add a Watch and see all of the emails
I can similarly view the properties for each olMail object
However I cannot read the .Body property, it shows as <> instead of the text and nothing is read
In his Excel2016 session I can use the VBA to open/activate the email
I can also write to the .Body property in the VBA, eg olMail.Body = "test text" works, replacing the body of text in the open/activate email with "test text"
However I still can't read the body text.
The other similar fields (HTMLBody, RTFBody) similarly show as <> with no text read
I can't see anything in his Outlook properties that could be restricting it
The emails definitely have body text in them, as they get read ok in my Excel2010
The Outlook16 object libary must be working ok as the other email properties are reading ok (unless it could be partly working ?)
Here's a copy of all the code up to the error point (with some names changed)
Sub GetIncomeUpdatesFromInbox()
Dim olApp As Outlook.Application
Dim olNs As Outlook.Namespace
Dim olFldr As Outlook.MAPIFolder
Dim olMailbox As Outlook.MAPIFolder
Dim olItms As Outlook.Items
Dim olMail As Variant, vRow As Variant
Dim i As Long
Dim FolderAddress As String, arrFolders() As String, mailContents() As String
Dim EarliestDate As Date
Set olApp = New Outlook.Application
Set olNs = olApp.GetNamespace("MAPI")
On Error Resume Next
Set olMailbox = olNs.Folders("mailbox#company.com").Folders("Inbox")
'Produces the relevant folder as a string
If Range("FolderAddress") = "Update" Or Range("FolderAddress") = "Create" Then
FolderAddress = "\\mailbox#company.com\*Folders\Data\xxx\"
Else
FolderAddress = "\\mailbox#company.com\*Folders\Data\xxx\Update\"
End If
FolderAddress = FolderAddress + Range("FolderAddress")
'changes Folder address into an array
arrFolders() = Split(FolderAddress, "\")
'Enters first part of fodler address
Set olFldr = olNs.Folders.Item(arrFolders(2))
'Navigates to relevant folder
If Not olFldr Is Nothing Then
For i = 3 To UBound(arrFolders)
Set colFolders = olFldr.Folders
Set olFldr = Nothing
Set olFldr = colFolders.Item(arrFolders(i))
If olFldr Is Nothing Then
Exit For
End If
Next
End If
Application.DisplayStatusBar = True
Set olItms = olFldr.Items
'Sorts emails by date received
olItms.Sort “Received”
i = 1
UserForm1.TextBox1 = Format(CDate(Evaluate("WORKDAY(TODAY(),-1)")), "dd/mm/yyyy")
UserForm1.TextBox2 = Format(CDate(Evaluate("WORKDAY(TODAY(),-0)")), "dd/mm/yyyy")
UserForm1.Show
EarliestDate = UserForm1.TextBox1
LatestDate = UserForm1.TextBox2
'moves through mails one by one for all emails received after specified earliest date"
iColumn = 3
For Each olMail In olItms
If LatestDate > CDate(olMail.ReceivedTime) Then
If CDate(olMail.ReceivedTime) > EarliestDate Then
'Splits content of the mail into an array with each element of the array one line in the original email
mailContents() = Split(olMail.Body, Chr(13))
Try to use the GetInspector or Display method before getting the message body.
Another point is a security trigger in the Outlook object model. Outlook may restrict access to secure properties when you automate the host from another process. You may try to run the same code from a COM add-in where you deal with a safe Application instance which doesn't trigger a security issue. There are several ways for suppressing such issues when dealing with OOM:
Use a third-party components for suppressing Outlook security warnings/issues. See Security Manager for Microsoft Outlook for more information.
Use a low-level API instead of OOM. Or any other third-party wrappers around that API, for example, Redemption.
Develop a COM add-in which has access to the trusted Application object. And then communicate from a standalone application with an add-in using standard .Net tools (Remoting).
Use group policy objects for setting up machines.
Install any AV software with the latest databases (up to date).
There are other aspects in the code listed above. Let's cover them in depth.
Instead of using the following code:
Set olMailbox = olNs.Folders("mailbox#company.com").Folders("Inbox")
You need to use the GetDefaultFolder method of the Namespace or Store class which is similar to the GetDefaultFolder method of the NameSpace object. The difference is that this method gets the default folder on the delivery store that is associated with the account, whereas NameSpace.GetDefaultFolder returns the default folder on the default store for the current profile.
Iterating over all items in the folder is not really a good idea:
For Each olMail In olItms
If LatestDate > CDate(olMail.ReceivedTime) Then
If CDate(olMail.ReceivedTime) > EarliestDate Then
Use the Find/FindNext or Restrict methods of the Items class instead. Read more about these methods in the following articles:
How To: Retrieve Outlook calendar items using Find and FindNext methods
How To: Use Restrict method in Outlook to get calendar items

Look through 2 outlook root folders in Excel with VBA

I have managed to get access to the items in 2 folders in Outlook from Excel by using VBA, but now I want to search for the email address x#gmail.com in both aI know how to search each one individually, but once, and sort for the most recent one. The piece I am stuck on is how to look through both folders at once.
I am using Microsoft Office 2016
Obviously, this dummy line does not do the trick: Set olJoinedFldr = olCleanUp + olFldr
Private Sub CommandButton2_Click()
Dim olApp As Outlook.Application 'set app
Dim olNs As Object 'get namespace
Dim olFldr As Outlook.Folder 'to be the inbox
Dim olArchive As Outlook.Folder 'the archive folder
Dim olCleanUp As Outlook.Folder ' the archive subfolder we need
Dim olJoinedFldr As Object 'the to be made joined object to filter....
Dim olItems As Object 'filtered items based on search criteria
Dim olItemReply As Object 'the reply mail
Dim i As Long
Dim emailStr As String
Dim filter As String
Set olApp = CreateObject("Outlook.Application")
Set olNs = olApp.GetNamespace("MAPI")
Set olFldr = olNs.GetDefaultFolder(6) ' olFolderInbox
Set olArchive = olNs.Folders(CStr(olNs.Accounts.Item(1))) 'find email of current user
Set olCleanUp = olArchive.Folders("Archive").Folders("Cleanup") ' get the archive sub folder
Set olJoinedFldr = olCleanUp + olFldr
Set emailStr = "somebody#gmail.com"
filter = "[SenderEmailAddress] = """ & emailStr & """" 'this is the email from person x we are searching for in the 2 folders
' from here on it is currently searching just 1 folder
Set olItems = olFldr.Items.Restrict(filter) 'filter the items
olItems.Sort "[ReceivedTime]", True 'sort by date
If olItems.Count > 0 Then
For i = 1 To olItems.Count
If olItems(i).Class = 43 Then
Set olItemReply = olItems(i).ReplyAll
With olItemReply
.HTMLBody = "<p Dear someone, <br><br></p>" & .HTMLBody
.Display
End With
Exit For
End If
Next
Else
' have code here to make a brand new email already
End If
Set olApp = Nothing
Set olNs = Nothing
Set olFldr = Nothing
Set olArchive = Nothing
Set olCleanUp = Nothing
Set olJoinedFldr = Nothing
Set olItems = Nothing
Set olItemReply = Nothing
Set i = Nothing
Set emailStr = Nothing
Set filter = Nothing
End Sub
You cannot search through two (or more) folders unless you create a Search object using Application.AdvancedSearch. Even then, it is a PITA to work with - the search is asynchronous, and you would need to use events to figure out when the search is completed.
You'd be better off searching one folder at a time and combining the results (if necessary) in your code.
You need to use the AdvancedSearch method of the Application class. The key benefits of using the AdvancedSearch method in Outlook are:
The search is performed in another thread. You don’t need to run another thread manually since the AdvancedSearch method runs it automatically in the background.
Possibility to search for any item types: mail, appointment, calendar, notes etc. in any location, i.e. beyond the scope of a certain folder. The Restrict and Find/FindNext methods can be applied to a particular Items collection (see the Items property of the Folder class in Outlook).
Full support for DASL queries (custom properties can be used for searching too). You can read more about this in the Filtering article in MSDN. To improve the search performance, Instant Search keywords can be used if Instant Search is enabled for the store (see the IsInstantSearchEnabled property of the Store class).
You can stop the search process at any moment using the Stop method of the Search class.
Read more about this method in the Advanced search in Outlook programmatically: C#, VB.NET article.

Extract Outlook body to Excel VBA

after searching multiple things, and getting errors
How do I upon pressing "f5" in a vba script copy the body of an email into an excel sheet /csv
where every line = a new cell below.
Thanks
Sorry, this is causing me nothing but trouble.
What I have tried so far
http://smallbusiness.chron.com/export-outlook-emails-excel-spreadsheets-41441.html
How to copy Outlook mail message into excel using VBA or Macros
http://www.vbforums.com/showthread.php?415518-RESOLVED-outlook-the-macros-in-this-project-are-disabled
http://www.ozgrid.com/forum/showthread.php?t=181512
and a few more, last year.
This will work for you. we are basically splitting the email body into an array based on a new line. Notice that this will yield blank cells if you had a blank line in the email body.
Public Sub SplitEmail() ' Ensure reference to Word and Excel Object model is set
Dim rpl As Outlook.MailItem
Dim itm As Object
Set itm = GetCurrentItem()
If Not itm Is Nothing Then
Set rpl = itm.Reply
rpl.BodyFormat = olFormatHTML
'rpl.Display
End If
Dim objDoc As Word.Document
Set objDoc = rpl.GetInspector.WordEditor
Dim txt As String
txt = objDoc.Content.text
Dim xlApp As Excel.Application
Set xlApp = CreateObject("Excel.application")
xlApp.Visible = True
Dim wb As Excel.Workbook
Set wb = xlApp.Workbooks.Add
Dim i As Long
For i = LBound(Split(txt, Chr(13)), 1) To UBound(Split(txt, Chr(13)), 1)
wb.Worksheets(1).Range("A" & i + 1).Value = Split(txt, Chr(13))(i)
Next i
End Sub
Function GetCurrentItem() As Object
Dim objApp As Outlook.Application
Set objApp = Application
On Error Resume Next
Select Case TypeName(objApp.ActiveWindow)
Case "Explorer"
Set GetCurrentItem = objApp.ActiveExplorer.Selection.Item(1)
Case "Inspector"
Set GetCurrentItem = objApp.ActiveInspector.CurrentItem
End Select
GetCurrentItem.UnRead = False
Set objApp = Nothing
End Function
The Outlook object model doesn't recognize lines in the body. You can try to resize any inspector window in Outlook and see how the body lines are changed.
Anyway, you may try to use the Word object model to get the exact lines. Outlook uses Word as an email editor. The WordEditor property of the Inspector class returns an instance of the Document class which represents the message body. You can read more about all possible ways in the Chapter 17: Working with Item Bodies article.
The How to automate Microsoft Excel from Visual Basic article explains how to automate Excel from any external application.

Copy email to the clipboard with Outlook VBA

How do I copy an email to the clipboard and then paste it into excel with the tables intact?
I am using Outlook 2007 and I want to do the equivalent of
"Click on email > Select All > Copy > Switch to Excel > Select Cell > Paste".
I have the Excel Object Model pretty well figured out, but have no experience in Outlook other than the following code.
Dim mapi As NameSpace
Dim msg As Outlook.MailItem
Set mapi = Outlook.Application.GetNamespace("MAPI")
Set msg = mapi.Folders.Item(1).Folders.Item("Posteingang").Folders.Item(1).Folders.Item(7).Items.Item(526)
I must admit I use this in Outlook 2003, but please see if it works in 2007 as well:
you can use the MSForms.DataObject to exchange data with the clipboard. In Outlook VBA, create a reference to "Microsoft Forms 2.0 Object Library", and try this code (you can of course attach the Sub() to a button, etc.):
Sub Test()
Dim M As MailItem, Buf As MSForms.DataObject
Set M = ActiveExplorer().Selection.Item(1)
Set Buf = New MSForms.DataObject
Buf.SetText M.HTMLBody
Buf.PutInClipboard
End Sub
After that, switch to Excel and press Ctrl-V - there we go!
If you also want to find the currently running Excel Application and automate even this, let me know.
There's always a valid HTMLBody, even when the mail was sent in Plain Text or RTF, and Excel will display all text attributes conveyed within HTMLBody incl. columns, colors, fonts, hyperlinks, indents etc. However, embedded images are not copied.
This code demonstrates the essentials, but doesn't check if really a MailItem is selected. This would require more coding, if you want to make it work for calendar entries, contacts, etc. as well.
It's enough if you have selected the mail in the list view, you don't even need to open it.
I finally picked it up again and completely automated it. Here are the basics of what I did to automate it.
Dim appExcel As Excel.Application
Dim Buf As MSForms.DataObject
Dim Shape As Excel.Shape
Dim mitm As MailItem
Dim itm As Object
Dim rws As Excel.Worksheet
'code to open excel
Set appExcel = VBA.GetObject(, "Excel.Application")
'...
'code to loop through emails here
Set mitm = itm
body = Replace(mitm.HTMLBody, "http://example.com/images/logo.jpg", "")
Call Buf.SetText(body)
Call Buf.PutInClipboard
Call rws.Cells(i, 1).PasteSpecial
For Each Shape In rws.Shapes
Shape.Delete 'this deletes the empty shapes
Next Shape
'next itm
I removed the logo urls to save time, and when you're dealing with 300 emails, that translates into at least ten minutes saved.
I got the code I needed from a TechRepublic article, and then changed it to suit my needs. Many thanks to the accepted answerer of this question for the clipboard code.
Ok so I will have to make certain assumptions because there is information missing from your question.
Firstly you didn't say what mailformat the message is... HTML would be the easiest, the process will be different for RTF and not possible in plaintext
Since you are refering to tables I will assume they are HTML tables and the mail format is HTML.
Also it is not clear from your question if you want the table content pasted seperately (1 excel cell per table cell) and the rest of the emails bodytext pasted into 1 cell or several?
finally you haven't really said if you want the VBA running from Outlook or Excel (not that important but it affects which intrinsic objects are available.
Anyway code sample:
Outlook code to access the htmlbody prop
Dim mapi As Namespace
Set mapi = Application.Session
Dim msg As MailItem
Set msg = mapi.Folders.Item(1).Folders.Item("Posteingang").Folders.Item(1).Folders.Item(7).Items.Item(526)
Dim strHTML as String
strHTML = msg.HTMLBody
' There is no object model collection for html tables within the htmlbody (which is a string of html) you will need to parse the html and collect the tables before inserting into Excel.
After a while again, I found another way. MailItem.Body is plain text, and has a tab character between table cells. So I used that. Here is the gist of what I did:
Sub Import()
Dim itms As Outlook.Items
Dim itm As Object
Dim i As Long, j As Long
Dim body As String
Dim mitm As Outlook.MailItem
For Each itm In itms
Set mitm = itm
ParseReports (mitm.body) 'uses the global var k
Next itm
End Sub
Sub ParseReports(text As String)
Dim table(1 To 1000, 1 To 11) As String 'I'm not expecting to see a thousand rows!
Dim drow(1 To 11) As String
For Each Row In VBA.Split(text, vbCrLf)
j = 1
For Each Col In VBA.Split(Row, vbTab)
table(i, j) = Col
j = j + 1
Next Col
i = i + 1
Next Row
For i = 1 To l
For j = 1 To 11
drow(j) = table(i, j)
Next j
hws.Range(hws.Cells(k, 1), hws.Cells(k, 11)) = drow
k = k + 1
Next i
End Sub
Average: 77 emails processed per second. I do some minor processing and extracting.

Pasting formatted Excel range into Outlook message

I would like to paste a range of formatted Excel cells into an Outlook message.
The following code (that I lifted from various sources), runs without error and sends an empty message.
Sub SendMessage(SubjectText As String, Importance As OlImportance)
Dim objOutlook As Outlook.Application
Dim objOutlookMsg As Outlook.MailItem
Dim objOutlookRecip As Outlook.Recipient
Dim objOutlookAttach As Outlook.Attachment
Dim iAddr As Integer, Col As Integer, SendLink As Boolean
'Dim Doc As Word.Document, wdRn As Word.Range
Dim Doc As Object, wdRn As Object
' Create the Outlook session.
Set objOutlook = CreateObject("Outlook.Application")
' Create the message.
Set objOutlookMsg = objOutlook.CreateItem(olMailItem)
Set Doc = objOutlookMsg.GetInspector.WordEditor
'Set Doc = objOutlookMsg.ActiveInspector.WordEditor
Set wdRn = Doc.Range
wdRn.Paste
Set objOutlookRecip = objOutlookMsg.Recipients.Add("MyAddress#MyDomain.com")
objOutlookRecip.Type = 1
objOutlookMsg.Subject = SubjectText
objOutlookMsg.Importance = Importance
With objOutlookMsg
For Each objOutlookRecip In .Recipients
objOutlookRecip.Resolve
' Set the Subject, Body, and Importance of the message.
'.Subject = "Coverage Requests"
'objDrafts.GetFromClipboard
Next
.Send
End With
Set objOutlookMsg = Nothing
Set objOutlook = Nothing
End Sub
I think you need to call .Save on your Mail Item (objOutlookMsg) after you've made all the changes.
Put .Display before .Send,
Simple but Quick fix, your problem is the email is not refreshing with the pasted contents before it sends, forcing it to Display first gives it time...
Also make sure you have another macro which runs before this to Copy the Range into your clipboard...
There is a button in excel to do this, "Send to mail recipent" its not normally on the ribbon.
You can also use the simple mapi built into office using the MailEnvelope in VBA
.. a good article on what you are trying to do http://www.rondebruin.nl/mail/folder3/mail4.htm

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