T
TAWise
I have a table (and form) that shows a list of business opportunities with
fields such as Program Manager(LastName,FirstName), Expected Funds, Start
Date, End Date, etc. This table and form are titled "Opportunities". I also
have a table and form that lists the various Program
Managers(LastName,FirstName) linked to the business opportunities for which
they are responsible. There are approximately 120 Program Managers in all.
Each month our office would like to send an EXCEL spreadsheet to each Program
Manager showing his/her business opportunities and they would like to
automate this. I am told that I can do this through a "loop" but I am not
familiar with this process and need some guidance. How can I send the same
form (filtered by each individual Program Manager), imported to EXCEL format
and saved perhaps on desktop so that each individual form can be emailed to
the correct Program Manager? Any help would be appreciated.
fields such as Program Manager(LastName,FirstName), Expected Funds, Start
Date, End Date, etc. This table and form are titled "Opportunities". I also
have a table and form that lists the various Program
Managers(LastName,FirstName) linked to the business opportunities for which
they are responsible. There are approximately 120 Program Managers in all.
Each month our office would like to send an EXCEL spreadsheet to each Program
Manager showing his/her business opportunities and they would like to
automate this. I am told that I can do this through a "loop" but I am not
familiar with this process and need some guidance. How can I send the same
form (filtered by each individual Program Manager), imported to EXCEL format
and saved perhaps on desktop so that each individual form can be emailed to
the correct Program Manager? Any help would be appreciated.