Annual Reminders

KyleOliver

New Member
Joined
Apr 16, 2016
Messages
31
Hi,

I have a data table in a worksheet with client names (in column "A") and start dates stored as "dd-mmm-yyyy" (in column "B").
In Column "D" I have the following formula "=IF($A1 = 0, " ",( TEXT($A1,"mmmm")))" to reflect a renewal month.

Column "A" = "Client names"
Column "B" = "start date"
Column "D" = "renewal month"

I would like to know how to set a reminder in VBA to email me 40 days prior to the renewal day and to repeat this email reminder on the anniversary of the client's policy renewal date each year.

I have searched and only found an email reminder for a specific date but not one that repeats automatically on the anniversary of the client's policy renewal date.

Does anyone know how to do this?
Is it even possible?
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.

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