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Prospective Client Tracking Database



 
 
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  #11  
Old January 20th, 2010, 02:28 PM posted to microsoft.public.access.tablesdbdesign
Fred
external usenet poster
 
Posts: 1,451
Default Prospective Client Tracking Database

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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  #12  
Old January 20th, 2010, 04:27 PM posted to microsoft.public.access.tablesdbdesign
Keith Wilby
external usenet poster
 
Posts: 812
Default Prospective Client Tracking Database

"Steve" wrote in message
...

Gina Whipp's suggestion is 100% wrong!!!!



How so?

  #13  
Old January 20th, 2010, 06:42 PM posted to microsoft.public.access.tablesdbdesign
Gina Whipp
external usenet poster
 
Posts: 3,500
Default Prospective Client Tracking Database

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.



  #14  
Old January 20th, 2010, 06:48 PM posted to microsoft.public.access.tablesdbdesign
Gina Whipp
external usenet poster
 
Posts: 3,500
Default Prospective Client Tracking Database

Ketih,

I am still waiting to hear that myself...

--
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

"Keith Wilby" wrote in message
...
"Steve" wrote in message
...

Gina Whipp's suggestion is 100% wrong!!!!



How so?



  #15  
Old January 21st, 2010, 10:16 AM posted to microsoft.public.access.tablesdbdesign
Keith Wilby
external usenet poster
 
Posts: 812
Default Prospective Client Tracking Database

"Gina Whipp" wrote in message
...
Ketih,

I am still waiting to hear that myself...



Perhaps he's away grinding another axe.

  #16  
Old January 21st, 2010, 03:34 PM posted to microsoft.public.access.tablesdbdesign
Gina Whipp
external usenet poster
 
Posts: 3,500
Default Prospective Client Tracking Database

Keith,

Whenever he does that I find he just scurries away... In the meantime, it's
the OP who is left confused.

--
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

"Keith Wilby" wrote in message
...
"Gina Whipp" wrote in message
...
Ketih,

I am still waiting to hear that myself...



Perhaps he's away grinding another axe.



  #17  
Old January 21st, 2010, 06:05 PM posted to microsoft.public.access.tablesdbdesign
TGC
external usenet poster
 
Posts: 13
Default Prospective Client Tracking Database

Hi Gina -

It sounds like you might be understanding what I am trying to do...

I have a bunch of prospective companies. And there are really 2 main models
I am looking at. One company with one contact who manages multiple
properties OR one company with multiple contacts who each manage multiple
properties.

All the fields are pretty straightforward with the company table. The only
tricky one with the contact table is the Business_Phone. I want to be able
to see the phone number I entered in the company table so when I run a query
on a contact, the main business phone number shows up. And the only tricky
one with the property table is the contact name. I want the first and last
name of the contacts I entered for any given company to show up here so I can
assign contacts to each property within the company.

Steve made a note about adding a correspondence table into this database.
The more I think about it, I think that is a good idea. With the
correspondence table, I would be able to record date, message, collateral
info that was communicated to prospective client. That new table would need
to relate to the contact table.

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

- Email prospective clients directly in Access
- Upload marketing collateral into prospective client database so it is
easily emailed through Access
- Create a current client database (with service request log table built in)
- Ability to transfer info from prospective client database to current
client database once a contract is signed
- Email current clients from current client database directly in Access

The more I write the more I am realizing that this isn't as simple as I had
originally thought!!!

Any brilliant suggestions?

Thank you!


"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.



.

  #18  
Old January 21st, 2010, 06:27 PM posted to microsoft.public.access.tablesdbdesign
Steve[_77_]
external usenet poster
 
Posts: 1,017
Default Prospective Client Tracking Database

The more I write the more I am realizing that this isn't as simple as I
had originally thought!!!

I provide help with Access, Excel and Word applications. My fees are very
reasonable. Let me work with you to design the tables for your database. I
have worked with numerous customers designing the tables for their
databases. As I previously said, you need to get your tables right before
you start creating the functionality part of your database. Some of what you
described is not correct. If you don't get the tables right, you will end up
undoing previous work that you might have spent a lot of time on. If we work
together, we can save you a lot of time creating your database. Once you
hane a proper set of tables, you can then create the rest of the database
yourself. Contact me.

Steve



"TGC" wrote in message
...
Hi Gina -

It sounds like you might be understanding what I am trying to do...

I have a bunch of prospective companies. And there are really 2 main
models
I am looking at. One company with one contact who manages multiple
properties OR one company with multiple contacts who each manage multiple
properties.

All the fields are pretty straightforward with the company table. The
only
tricky one with the contact table is the Business_Phone. I want to be
able
to see the phone number I entered in the company table so when I run a
query
on a contact, the main business phone number shows up. And the only
tricky
one with the property table is the contact name. I want the first and
last
name of the contacts I entered for any given company to show up here so I
can
assign contacts to each property within the company.

Steve made a note about adding a correspondence table into this database.
The more I think about it, I think that is a good idea. With the
correspondence table, I would be able to record date, message, collateral
info that was communicated to prospective client. That new table would
need
to relate to the contact table.

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

- Email prospective clients directly in Access
- Upload marketing collateral into prospective client database so it is
easily emailed through Access
- Create a current client database (with service request log table built
in)
- Ability to transfer info from prospective client database to current
client database once a contract is signed
- Email current clients from current client database directly in Access

The more I write the more I am realizing that this isn't as simple as I
had
originally thought!!!

Any brilliant suggestions?

Thank you!


"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.



.



  #19  
Old January 21st, 2010, 06:33 PM posted to microsoft.public.access.tablesdbdesign
Gina Whipp
external usenet poster
 
Posts: 3,500
Default Prospective Client Tracking Database

TGC,

....Help here is FREE and I am posting answers to your questions just taking
me a bit to get it all typed up. I can see by Steve's reply, he is hoping
to get you to pay for help in these FREE newsgroups, which is probably what
he was hoping for all along. Be patient, we are here and WE, that being the
ones who help for FREE, will help you to the end and for FREE.

--
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

"TGC" wrote in message
...
Hi Gina -

It sounds like you might be understanding what I am trying to do...

I have a bunch of prospective companies. And there are really 2 main
models
I am looking at. One company with one contact who manages multiple
properties OR one company with multiple contacts who each manage multiple
properties.

All the fields are pretty straightforward with the company table. The
only
tricky one with the contact table is the Business_Phone. I want to be
able
to see the phone number I entered in the company table so when I run a
query
on a contact, the main business phone number shows up. And the only
tricky
one with the property table is the contact name. I want the first and
last
name of the contacts I entered for any given company to show up here so I
can
assign contacts to each property within the company.

Steve made a note about adding a correspondence table into this database.
The more I think about it, I think that is a good idea. With the
correspondence table, I would be able to record date, message, collateral
info that was communicated to prospective client. That new table would
need
to relate to the contact table.

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

- Email prospective clients directly in Access
- Upload marketing collateral into prospective client database so it is
easily emailed through Access
- Create a current client database (with service request log table built
in)
- Ability to transfer info from prospective client database to current
client database once a contract is signed
- Email current clients from current client database directly in Access

The more I write the more I am realizing that this isn't as simple as I
had
originally thought!!!

Any brilliant suggestions?

Thank you!


"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.



.



  #20  
Old January 21st, 2010, 06:42 PM posted to microsoft.public.access.tablesdbdesign
Gina Whipp
external usenet poster
 
Posts: 3,500
Default Prospective Client Tracking Database

TGC,

Below I have adjusted your tables slightly... still going to need a few more
but wanted to get you started. I have also answered you questions (for
FREE) in-line, see below. Please review my questions... once I see your
answers I will finish up the table layout... for FREE.

tblProperty
pPropertyID (PK)
pCompanyID (FK)
pAddress1
pAddress2
pCityID
pPostalCode
pTypeID (What is this for?)
pReceivership (Why is this also in the Company table, what are you trying
to track?)
pPrice
pVendorID (Please elaborate)
pPastTGCBid
pInterior (What are you looking to put in this field?)
pBidSchedule
pAreaSchedule
pNotes (If going to be Memo field then it needs to go in a seperate table)


tblCompany
cCompanyID (PK)
cCompanyName
cMainPhoneNumber
cAddress1
cAddress2
cCityID
cPostalCode
cFaxumber
cWebsite
cStatusID
cTypeID (Not sure what this is)
cReceivership

tblCompanyContact
ccCompanyContactID (PK)
ccCompanyID (FK)
ccFirstName
ccLastName
ccDirectPhoneNumber
ccCellPhone
ccFaxNumber
cceMailAddress
ccContactType (Yes/No - to determine if Main Contact or not)
ccStatus

tblActivities
aDate
aActivityTypeID (FK - Correspondence, Phone, eMail, Meeting, etc...)
aNotes (Prefer you don't use a Memo field data type here)
aDone (Yes/No)

BidSchedule - What is this and why here and in Property table?)

--
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

"TGC" wrote in message
...
Hi Gina -

It sounds like you might be understanding what I am trying to do...

I have a bunch of prospective companies. And there are really 2 main
models
I am looking at. One company with one contact who manages multiple
properties OR one company with multiple contacts who each manage multiple
properties.

All the fields are pretty straightforward with the company table. The
only
tricky one with the contact table is the Business_Phone. I want to be
able
to see the phone number I entered in the company table so when I run a
query
on a contact, the main business phone number shows up. And the only
tricky
one with the property table is the contact name. I want the first and
last
name of the contacts I entered for any given company to show up here so I
can
assign contacts to each property within the company.


****This will not be a problem as long as you place a ContactType in the
table. A query can be run to show Main Contact and if Property Phone exists
show that, if not show ContactDirectPhoneNumber

Steve made a note about adding a correspondence table into this database.
The more I think about it, I think that is a good idea. With the
correspondence table, I would be able to record date, message, collateral
info that was communicated to prospective client. That new table would
need
to relate to the contact table.


****See above

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

- Email prospective clients directly in Access


****No problem

- Upload marketing collateral into prospective client database so it is
easily emailed through Access


****No problem

- Create a current client database (with service request log table built
in)


****No problem

- Ability to transfer info from prospective client database to current
client database once a contract is signed


****Actually, you would be better of keeping all Client Types in the same
database, unless there is a seperate system that handles Clients?

- Email current clients from current client database directly in Access


****No problem

The more I write the more I am realizing that this isn't as simple as I
had
originally thought!!!


****No, Access is not easy but is anything in life worth having? It will be
a bit of *work* but in the end it will be worth it. And we will be right
here to help (for FREE) when you get stuck. So let's focus on getting the
tables set-up properly so you can move on to the fun part... CODING! grin


Any brilliant suggestions?

Thank you!


"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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