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Old March 9th, 2010, 01:46 AM posted to microsoft.public.access.tablesdbdesign
Ernie
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Posts: 67
Default help transition to access from excel

Thank you:

Jeff Jon and Karl for your advice. I appreciate your comments and Oppinions.

Thanks

Ernest


"Jeff Boyce" wrote:

Ernie

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Regards

Jeff Boyce
Microsoft Access MVP

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"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



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