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Prospective Client Tracking Database
I am new to Access 2007 and recently reviewed all the online tutorials on the
Microsoft website and reviewed the provided templates (none of which fit my needs). I understand the general concept of tables, forms, queries, reports, etc. and have created tables and attempted to create a form for my data, but am a little unsure about my design and was hoping for some feedback from others that know Access better than I (not hard to accomplish that distinction, btw!). I want to create a prospective client tracking database for a commercial landscape company. I am looking to collect information on companies, their contact people, and the properties they manage. One company, for example, may have multiple contact people and those contact people may manage multiple properties. Within those 3 main areas (companies, contacts, properties) there are a bunch of fields relating to the area (phone, email, address, etc.). I started by creating 3 tables (companies, contacts, properties) and then created relationships amongst the tables be relating the contacts' first and last name with the companies table, relating the properties' street address and the companies' name with the contacts table, and relating the contacts' first and late name with the properties table. I then created a form with the form wizard that had the companies table as the main form and the contacts and properties tables as the subforms. Am I going about this the right way? All I want to be able to do is track the companies and be able to add multiple contacts and multiple properties within the companies. Thank you in advance for your help! |
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