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help transition to access from excel
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 |
#2
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help transition to access from excel
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 |
#3
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help transition to access from excel
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 |
#5
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help transition to access from excel - stevie PIMPS again
"Steve" wrote in message
... Are you interested in having someone create this database for you? If not, I do not provide help with Access, Excel and Word applications for a small fee. I usually try to guoge my victims. I could design the tables and import your Excel data if I knew what I was talking about and you take it from there or I could create the entire database including importing the Excel data for you. Let me create the database for you and you would not have the database up and running in a short time. Contact me and I will be happy to give you a quote of my unreasonable fees for whatever help you will not get. Steve Stevie is our own personal pet troll who is the only one who does not understand the concept of FREE peer to peer support! He offers questionable results at unreasonable prices. These newsgroups are provided by Microsoft for FREE peer to peer support. There are many highly qualified individuals who gladly help for free. Stevie is not one of them, but he is the only one who just does not get the idea of "FREE" support. He offers questionable results at unreasonable prices. If he was any good, the "thousands" of people he claims to have helped would be flooding him with work, but there appears to be a continuous drought and he needs to constantly grovel for work. Please do not feed the trolls. John... Visio MVP |
#6
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help transition to access from excel
Ernie,
Be aware that Steve trolls here for business, many deem as dubious quality, whereas this forum is for FREE advise by others. -- Build a little, test a little. "Steve" wrote: Hello Ernie, Are you interested in having someone create this database for you? I provide help with Access, Excel and Word applications for a small fee. I could design the tables and import your Excel data and you take it from there or I could create the entire database including importing the Excel data for you. Let me create the database for you and you could have the database up and running in a short time. Contact me and I will be happy to give you a quote of my fees for whatever help you want. Steve "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 . |
#7
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help transition to access from excel
Ernie
This newsgroup provides FREE asssistance. The Code of Conduct prohibits solicitation. Before you decide to do business with someone offering service-for-a-fee, ask yourself if you want to do business with someone who knowingly disregards the rules. 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 |
#8
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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 This newsgroup provides FREE asssistance. The Code of Conduct prohibits solicitation. Before you decide to do business with someone offering service-for-a-fee, ask yourself if you want to do business with someone who knowingly disregards the rules. 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 . |
#9
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help transition to access from excel
"Steve" schreef in bericht ... Hello Ernie, Are you interested in having someone create this database for you? I provide help with Access, Excel and Word applications for a small fee. I could design the tables and import your Excel data and you take it from there or I could create the entire database including importing the Excel data for you. Let me create the database for you and you could have the database up and running in a short time. Contact me and I will be happy to give you a quote of my fees for whatever help you want. -- Get lost $teve. Go away... far away.... Again... Get lost $teve. Go away... far away.... No-one wants you here... no-one needs you here... This newsgroup is meant for FREE help.. No-one wants you here... no-one needs you here... OP look at http://home.tiscali.nl/arracom/whoissteve.html (Website has been updated and has a new 'look'... we have passed 11.500 pageloads... it's a shame !!) Arno R |
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