Correction ...

.... may make your transition to ACCESS more difficult ...

Jeff

"Jeff Boyce" wrote in message
...
Ernie

Be aware that Access is not Excel on steroids. The tips & tricks you may
have learned for using Excel may actually make your transition to Excel
more difficult.

And the user-interface that Excel presents is relatively well-known.

Access is not a bookcase (like Excel), it is a power-saw. If you want an
easy-to-use user-interface, especially one customized to your particular
situation, YOU have to build it.

That said, have you searched on-line for that kind of template? Remember,
you'll need to understand enough about Access to know when and how to
change the template to match your needs.

I'm not trying to discourage you, I'm trying to be realistic about what's
involved.

Good luck!

Regards

Jeff Boyce
Microsoft Access MVP

--
Disclaimer: This author may have received products and services mentioned
in this post. Mention and/or description of a product or service herein
does not constitute endorsement thereof.

Any code or pseudocode included in this post is offered "as is", with no
guarantee as to suitability.

You can thank the FTC of the USA for making this disclaimer
possible/necessary.

"Ernie" wrote in message
...
I am transitioning from excel to access for the reason of the spreadsheet
is
only getting igger and harder to use.

I am an Insurance agent and I am trying to set up a new database using
the
templates as munc as I can. I want to have the ability to access the
customers information (contact management) and their account or policys.
The
problem is I have customers with more than one auto policy and more than
one
one person in a house hold with policys ex. husbands auto, wifes auto,
family
homeowners, husbands auto, wifes life policy, husbands business policy,
sons
auto policy. How do I set this up.

I also want to track the payments for the policys.

Is there a existing template I can use.

How do I set up the table (s)

Can the information be imported from the spreadsheet?

Thanks