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Calendar
How and/or where can I add a Calendar to my database so that I can manage
clients/appointments, bill due dates and notices? Is there something/somewhere i can download a template for this purpose and add to my database? Thanks, LTOSH |
#2
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Calendar
Hmm: I'm not sure there is a one-size-fits-all solution for this.
You will need to think very specifically about what you need to achieve here, and set up the tables and relationships according. Then you can begin to think about how to best interface this with forms and subforms, and how to print out reports. Examples of things to think about: - What is an 'appointment'? What does it involve, e.g. exactly one staff member + exactly one client? Or could there be times when an appointment involves multple staff members and/or multiple clients? (This will affect the way you tie appointments to your table of clients, and whether employees may need to be recorded in the same table as clients but marked with a special role.) - Do you need to differentiate between what's scheduled and what actually occurred? There is a difference (e.g. when a client doesn't show, or when 5 clients were scheduled for meeting, but fewer/more actually turned up.) - Do you need to handle recurring appointments? With varying frequencies? And perhaps no termination date? - Would it be better to do this with a shared Outlook/Exchange calendar, or to do it in Access? - How is your billing organised? Separate invoice for each appointment, or periodic billing (e.g. for all uninvoiced appointments in a month/quarter)? - Is the basis of billing purely the hourly rate of the people involved? Or is there more to it, so that the database cannot batch these automatically and they must be entered manually? - Do you need to track payments received as well as billed? Taxes included? Periodic statements? Or do you need to export something in a format that your accounting program can invoice? (You certainly don't want to write an entire accounting program in Access.) Hopefully some of those questions will help you to think clearly about this. -- Allen Browne - Microsoft MVP. Perth, Western Australia Tips for Access users - http://allenbrowne.com/tips.html Reply to group, rather than allenbrowne at mvps dot org. "LTOSH" wrote in message ... How and/or where can I add a Calendar to my database so that I can manage clients/appointments, bill due dates and notices? Is there something/somewhere i can download a template for this purpose and add to my database? Thanks, LTOSH |
#3
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Calendar
thanks i'll put your questions more to thought and see what is needed.
thanks so much! "Allen Browne" wrote: Hmm: I'm not sure there is a one-size-fits-all solution for this. You will need to think very specifically about what you need to achieve here, and set up the tables and relationships according. Then you can begin to think about how to best interface this with forms and subforms, and how to print out reports. Examples of things to think about: - What is an 'appointment'? What does it involve, e.g. exactly one staff member + exactly one client? Or could there be times when an appointment involves multple staff members and/or multiple clients? (This will affect the way you tie appointments to your table of clients, and whether employees may need to be recorded in the same table as clients but marked with a special role.) - Do you need to differentiate between what's scheduled and what actually occurred? There is a difference (e.g. when a client doesn't show, or when 5 clients were scheduled for meeting, but fewer/more actually turned up.) - Do you need to handle recurring appointments? With varying frequencies? And perhaps no termination date? - Would it be better to do this with a shared Outlook/Exchange calendar, or to do it in Access? - How is your billing organised? Separate invoice for each appointment, or periodic billing (e.g. for all uninvoiced appointments in a month/quarter)? - Is the basis of billing purely the hourly rate of the people involved? Or is there more to it, so that the database cannot batch these automatically and they must be entered manually? - Do you need to track payments received as well as billed? Taxes included? Periodic statements? Or do you need to export something in a format that your accounting program can invoice? (You certainly don't want to write an entire accounting program in Access.) Hopefully some of those questions will help you to think clearly about this. -- Allen Browne - Microsoft MVP. Perth, Western Australia Tips for Access users - http://allenbrowne.com/tips.html Reply to group, rather than allenbrowne at mvps dot org. "LTOSH" wrote in message ... How and/or where can I add a Calendar to my database so that I can manage clients/appointments, bill due dates and notices? Is there something/somewhere i can download a template for this purpose and add to my database? Thanks, LTOSH |
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