Project CRM database

I am looking to create a Access CRM type of database. This is for personal projects so it may be like one could be Garden and there I can log each time I work on it and if I communicate to one of the contractors. I can then keep track of where each one if up to and what was done last. this would be I guess like a CRM database where you can log each time you communicate with a customer so you can see whet interactions was done and dates in order extra, plus get all their details etc.

I am thinking that I will need a Table for External Stakeholders ( Contractors ) and this would hold each of their details. But what else would I need a table for each of the projects and what else? and how could I have a form for each time I work on a project I can open a form and put which project I am wanting to upload a note too and then upload the note itself?

Thanks in advance for any help.

T

Here is a sample of code in this project :

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https://www.youtube.com/watch?v=ITLm...iMNqSXLnjzJvt8

That is great thank you so much.

I am new to Access and understand how to make a form design. I am wanting to make a form so when I fill in the project in and then who I have dealt with and the notes section how can i run a report or query so It will show I can go to garden and pull all the activities on there and what notes are on there in date order? Thank you again in advance

Thank you for all your help. I have now done the tables and the relationships as you say. I have created a form now too which is pulling the comments/ motes through which is great.

Un the activities table I am manually inputted each activity and each one has its own unique number on the activities and what I would love to do on the form is

1/ be able to have a combo box that pulls the name from the Project name on the activity table and then when the data goes in the table to unique number for that activity also gets populated in the activity table. Currently it is the next available number that is being used.

2/ Also I would like to have a name box on the activity form and when I save the form the name goes into the contact table automatically.

Are these easy to do as I have read the links and not be able to manage to figure it out.

Thank you once again for any and all help.

It's great to see you making progress with your Access CRM database! Here are some steps you can take to address your new requirements:

To populate the unique number for each activity automatically:
You can create a combo box on your activity form that pulls the project names from the Projects table.
Use the After Update event of the combo box to generate the unique number for the activity. You can achieve this by using a DLookup function to find the maximum activity number for the selected project and incrementing it by one.
Set the value of the unique number field on the form to the generated number.
To automatically save the name into the Contact table:
You can add a name box on your activity form.
Use the After Update event of the name box to save the name into the Contact table. You can achieve this by using an Append query to add the name to the Contact table.
These tasks are relatively straightforward to implement once you understand the basics of Access. I recommend going through Crystal's web page for a detailed explanation of building tables, forms, queries, and reports.