Macros

Welcome to the Macro page where you can access all of Leverage & Lean’s macros. 

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Simply use the search feature to find cards of content.  Embedded in these cards are macro instructional videos that help you customize Leverage & Lean macros to meet your individual needs. If you need assistance making changes let us know how we can help.

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Excel Find Largest and Smallest Value | VBA Macro #36

This is an Excel macro that will find the Largest and Smallest values in a Workbook. Once this Excel macro finishes a Message Box will display the Active Workbook that was searched and the Max and Min values found. With some additional updates to the VBA code you can have this Excel macro fire every time an Excel Workbook opens! No longer do you need to sort or use conditional formatting to identify the Largest and Smallest values in Excel. There is a better way with VBA so start using the Excel Find Largest and Smallest Value today!

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Outlook Greeting and Goodbye Contacts | VBA Macro #35

The Greeting and Goodbye Contact macro automates the entry of a Greeting “Good Morning” or “Hello” followed by the First Name of the recipient you are emailing. To identify the First Name this macro uses the recipient’s email address to loop through all the existing contact records for a matching email address. If a match is found the contact’s First Name field value is used in the beginning of the email. The appropriate Greeting and Goodbye is determined by the current time and the day of the week. The Greeting and Goodbye Contacts macro helps you deliver better customer service and create better connections with your clients!

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Excel Custom Questionnaire to File | VBA Macro #34

This is an Excel macro that generates a custom questionnaire to complete.  The Role field is used to determine what questions display for specific users.  Once a user selects their Role, they can click Generate to see what questions they need to complete to finish the questionnaire.  After a user has completed all the required questions, they can click Finish to create a separate Excel Workbook with all the populated answers.   You can customize where this new file is saved making it easy to know when someone has completed a questionnaire and is awaiting review. There is also the option to send this separate Excel Workbook in an Outlook email with a couple updates to the VBA code. There is always a better way with VBA and this Excel macro helps standardize the collection of answers to specific questions. This can help lead to a more formal review process and eliminate mistakes.

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Outlook Hello Contacts | VBA Macro #33

Starting an email with a Hello can look more personable with some VBA code! The Hello Contacts Outlook macro automates the entry of the text Hello followed by the First Name of the recipient you are emailing. This Outlook macro uses the recipient’s email address to loop through all the existing contact records for a matching email address. If a match is found the contact’s First Name field value is used in the beginning of the email. This macro can be fired from a custom button or trigger automatically when replying to an email.

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Outlook Reply with Email Template | VBA Macro #32

If you find yourself emailing the same response over and over you could create an Outlook Email Template. Email templates are a great way to save that perfectly drafted email and recall it again at a later date. One shortcoming in Outlook is that there isn’t an easy way to reply to an email directly with an email template. This is why we created the macro Reply with Email Template. This is an Outlook macro that will allow you to reply to an email with all the contents of a specific email template. You can run this macro for the current email selected in your inbox or from an open email. By Default, this macro will reply to all recipients. You can update the VBA code to only reply to the sender instead. Once running this Outlook macro will access your default email template file path and display an InputBox with all the available email templates to select from. Simply type the leading number of the email template you want to reply with and click Ok. This macro will finish by pulling in the selected email template’s contents to the active Outlook email body. If the template you selected has attachments these will also be attached to the email.

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Outlook Send Same Email to Different Recipients | VBA Macro #31

To BCC or to not BCC?  That is the question that comes to mind when emailing a variety of different recipients.  This is especially important if you are working with multiple clients.  You can BCC recipients so they can’t click reply all. Recipients won’t see who was emailed but that is actually the problem.  The value is knowing who was emailed so customers know if additional follow-up is needed.  Instead you can CC recipients but once someone hits Reply All the conversation can get out of control.  This can create a bigger problem if the email thread is across multiple parties. Sending separate emails creates more value for the customer but how do you do this efficiently and effectively? You could create new emails do a lot of copying and pasting but this isn’t a sustainable process. Good news is there is always a better way with VBA! Our new Outlook macro makes sending the same email to different recipients so easy!

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Excel Find and Replace across Multiple Word Documents | VBA Macro #30

Say a company rebranded and changed locations.  How would you handle updating all the necessary internal documents with the new company name, address, phone number, and email address? This can be a massive undertaking for any company which is why we created the Excel Find and Replace across Multiple Word Documents macro! This is an Excel macro that will Find and Replace values in Multiple Word Documents. This Excel macro is a great way to maintain Word Documents that are routinely changing information.

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Word Create Outlook Email with Selected Text | VBA Macro #29

Have you ever been prompted to send a follow up email while working in Word?  Maybe you are reviewing a meeting agenda or reading a final draft for a new company policy. You can navigate to Outlook create a new email and copy paste the necessary text in.  This takes a bit of time and isn’t very efficient.  Instead try using our Word Macro Create Outlook Email with Selected Text!  This macro will generate an Outlook email directly out of Word pulling in any text you have selected into the Email Body.  This macro is a better way to generate a follow up email helping you get a quicker response. Instead of writing reminders on Post-it notes start using this macro Create Outlook Email with Selected Text today!

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Excel Find Largest and Smallest Value | VBA Macro #36

This is an Excel macro that will find the Largest and Smallest values in a Workbook. Once this Excel macro finishes a Message Box will display the Active Workbook that was searched and the Max and Min values found. With some additional updates to the VBA code you can have this Excel macro fire every time an Excel Workbook opens! No longer do you need to sort or use conditional formatting to identify the Largest and Smallest values in Excel. There is a better way with VBA so start using the Excel Find Largest and Smallest Value today!

Read More

Outlook Greeting and Goodbye Contacts | VBA Macro #35

The Greeting and Goodbye Contact macro automates the entry of a Greeting “Good Morning” or “Hello” followed by the First Name of the recipient you are emailing. To identify the First Name this macro uses the recipient’s email address to loop through all the existing contact records for a matching email address. If a match is found the contact’s First Name field value is used in the beginning of the email. The appropriate Greeting and Goodbye is determined by the current time and the day of the week. The Greeting and Goodbye Contacts macro helps you deliver better customer service and create better connections with your clients!

Read More

Excel Custom Questionnaire to File | VBA Macro #34

This is an Excel macro that generates a custom questionnaire to complete.  The Role field is used to determine what questions display for specific users.  Once a user selects their Role, they can click Generate to see what questions they need to complete to finish the questionnaire.  After a user has completed all the required questions, they can click Finish to create a separate Excel Workbook with all the populated answers.   You can customize where this new file is saved making it easy to know when someone has completed a questionnaire and is awaiting review. There is also the option to send this separate Excel Workbook in an Outlook email with a couple updates to the VBA code. There is always a better way with VBA and this Excel macro helps standardize the collection of answers to specific questions. This can help lead to a more formal review process and eliminate mistakes.

Read More

Outlook Hello Contacts | VBA Macro #33

Starting an email with a Hello can look more personable with some VBA code! The Hello Contacts Outlook macro automates the entry of the text Hello followed by the First Name of the recipient you are emailing. This Outlook macro uses the recipient’s email address to loop through all the existing contact records for a matching email address. If a match is found the contact’s First Name field value is used in the beginning of the email. This macro can be fired from a custom button or trigger automatically when replying to an email.

Read More

Outlook Reply with Email Template | VBA Macro #32

If you find yourself emailing the same response over and over you could create an Outlook Email Template. Email templates are a great way to save that perfectly drafted email and recall it again at a later date. One shortcoming in Outlook is that there isn’t an easy way to reply to an email directly with an email template. This is why we created the macro Reply with Email Template. This is an Outlook macro that will allow you to reply to an email with all the contents of a specific email template. You can run this macro for the current email selected in your inbox or from an open email. By Default, this macro will reply to all recipients. You can update the VBA code to only reply to the sender instead. Once running this Outlook macro will access your default email template file path and display an InputBox with all the available email templates to select from. Simply type the leading number of the email template you want to reply with and click Ok. This macro will finish by pulling in the selected email template’s contents to the active Outlook email body. If the template you selected has attachments these will also be attached to the email.

Read More

Outlook Send Same Email to Different Recipients | VBA Macro #31

To BCC or to not BCC?  That is the question that comes to mind when emailing a variety of different recipients.  This is especially important if you are working with multiple clients.  You can BCC recipients so they can’t click reply all. Recipients won’t see who was emailed but that is actually the problem.  The value is knowing who was emailed so customers know if additional follow-up is needed.  Instead you can CC recipients but once someone hits Reply All the conversation can get out of control.  This can create a bigger problem if the email thread is across multiple parties. Sending separate emails creates more value for the customer but how do you do this efficiently and effectively? You could create new emails do a lot of copying and pasting but this isn’t a sustainable process. Good news is there is always a better way with VBA! Our new Outlook macro makes sending the same email to different recipients so easy!

Read More

First time using VBA?

The Developer Tab is an additional section of the ribbon when activated allows you access to Visual Basic in Applications like Excel, Outlook, Word.
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Once the Developer Tab is available you will have the capability to update your security to allow Macros to run in the current application.
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A sub of code is a collection of objects and variables. For the code to successfully run a library of references need to be set.
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