On Fri, 2 Apr 2010 17:53:01 -0700, daisy
wrote:

Hi John, thank you for responding. I would like to create a filter for new
records coming in based on AddedDt

Put a criterion on AddedDt of

DateSerial(Year(Date()), Month(Date()), 1)

and it will pull all records with an AddedDt prior to the first day of the
current month.

and then I would like to somehow link all data associated with the
CustomerID & CustomerName to pull thru as well?

Create a Query. Add this table (whatever it is) and the customer table, joined
by CustomerID. Pull the Event, EffQtr, InvoiceAmt and so on from this table,
and the CustomerName and any other desired fields from the Customer table.

Get to know queries. They are *absolutely basic* to any constructive use of
Access, and they're the very basis of relational database design!

--

John W. Vinson [MVP]