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Old January 21st, 2010, 05:55 PM posted to microsoft.public.access.tablesdbdesign
TGC
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Posts: 13
Default Prospective Client Tracking Database

Hi Gina -

I responded awhile ago, but it looks like my response never posted. I
apologize if this is a repeat.

It looks like you might understand what I am trying to accomplish with this
database.

Essentially, I have a bunch of prospective clients that I want to track.
Each client is characterized by the company name. Each company is pretty
much built one of three ways. They are either one company with one contact
who manages multiple properties OR one company with multiple contacts who
manage one or multiple properties each OR one company with multiple contacts
who manage one property (least likely).

The company table is pretty straightforward.

The only tricky part of the company_contact table is the fact that I want
the company phone entered into the company table to be an option within the
company_phone field in the company_contact table. That way when I run a
query on a contact, the company phone will appear with any additional numbers
I enter.

The only tricky part of the property table is the fact that I want all the
contacts' first and last name within that company to appear in a field within
the property table so I can assign contacts to the different properties.

Steve brought up a good point in that I probably should also have a
correspondence table so that I can track date, message, collateral provided,
etc. that would be related to the contact.

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

- Email prospective clients directly in Access and track that within the
correspondence table
- Upload documents so I can easily attach those to emails within Access
- Create a current client database
- Ability to transfer info from prospective client database to current
client database once a contract is signed
- Email current clients directly in Access and track messages in service
request log table

Where do I begin????

Thank you for your help!
"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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