I'm just starting to find uses for Access for the first time, so my knowledge is very limited.
I have found the official MS template called 'Contact Management Database' which i think i can use for
a) adding all contacts (not only clients but colleagues and assoicates too)
b) creating a telephone call log (mostly for clients) and incorporationg a chase date to follow up after a call.
my idea would be to add call log details into the 'notes'. the question is: is that the best place to put them, and how do i show these notes easily in the contact list view.
my next question is the best way to incorporate chase dates... a date which is when the user should follow up a call (if there's a way to turn the date red or something when the chase date isnt met, that would be great)
this is the template i've found -
http://office.microsoft.com/en-us/te...CT101428241033
if you think there is a more suitable template, please let me know.
thanks for any help!
I am assuming you are using access 2002, however in the event you are not and are using 2007.
http://office.microsoft.com/en-us/te...1033&av=ZAC000
Here is a call tracker, you could easily incorporate the 2 together. With a little bit of "Beefing" up on access you could make a simple yet feature filled tracker.
Hope this helps,
Dan
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