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Old January 21st, 2010, 05:27 PM posted to microsoft.public.access.tablesdbdesign
Steve[_77_]
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Posts: 1,017
Default Prospective Client Tracking Database

The more I write the more I am realizing that this isn't as simple as I
had originally thought!!!

I provide help with Access, Excel and Word applications. My fees are very
reasonable. Let me work with you to design the tables for your database. I
have worked with numerous customers designing the tables for their
databases. As I previously said, you need to get your tables right before
you start creating the functionality part of your database. Some of what you
described is not correct. If you don't get the tables right, you will end up
undoing previous work that you might have spent a lot of time on. If we work
together, we can save you a lot of time creating your database. Once you
hane a proper set of tables, you can then create the rest of the database
yourself. Contact me.

Steve



"TGC" wrote in message
...
Hi Gina -

It sounds like you might be understanding what I am trying to do...

I have a bunch of prospective companies. And there are really 2 main
models
I am looking at. One company with one contact who manages multiple
properties OR one company with multiple contacts who each manage multiple
properties.

All the fields are pretty straightforward with the company table. The
only
tricky one with the contact table is the Business_Phone. I want to be
able
to see the phone number I entered in the company table so when I run a
query
on a contact, the main business phone number shows up. And the only
tricky
one with the property table is the contact name. I want the first and
last
name of the contacts I entered for any given company to show up here so I
can
assign contacts to each property within the company.

Steve made a note about adding a correspondence table into this database.
The more I think about it, I think that is a good idea. With the
correspondence table, I would be able to record date, message, collateral
info that was communicated to prospective client. That new table would
need
to relate to the contact table.

Once all the basics are set up, I would also like to be able to do a few
additional things....

- Email prospective clients directly in Access
- Upload marketing collateral into prospective client database so it is
easily emailed through Access
- Create a current client database (with service request log table built
in)
- Ability to transfer info from prospective client database to current
client database once a contract is signed
- Email current clients from current client database directly in Access

The more I write the more I am realizing that this isn't as simple as I
had
originally thought!!!

Any brilliant suggestions?

Thank you!


"Gina Whipp" wrote:

Fred,

Thank you... starting think I had read something wrong!

--
Gina Whipp
2010 Microsoft MVP (Access)

"I feel I have been denied critical, need to know, information!" -
Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

"Fred" wrote in message
...
From the given information, there is certainly a strong possibility
that
Gina's added filed/link is the way to go.

And from the given information, ruling it out is certainly en error.
So
Steve's making of a "NO-oooo!!! That is wrong!!!!" statement at that
point
is
certainly itself an error , and making it that way was rude.



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