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using access for contacts and call log

  1. #1
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    Excel 2013
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    using access for contacts and call log

    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!

  2. #2
    Forum Contributor
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    04-23-2009
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    IOWA
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    270

    Re: using access for contacts and call log

    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

    P.S. Ask if you have questions.
    "I am not a rocket scientist, I am a nuclear engineer." - Split_atom18
    If my advice has been helpful to you, then please help me by clicking on the "Star" and adding to my reputation, Thanks!

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