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? regarding client database
I am trying to build a client database, which has the info of new potential
clients (ie contact info, emails, etc) I need to track when we send a letter of intro, send samples, etc What is the best most efficient way to accomplish this? thanks, Robin, Access newbie |
#2
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? regarding client database
Hi Robin,
The most efficient way may well be to buy a ready-made application such as Act! or Goldmine and to work within its limitations. Otherwise, be prepared to spend hundreds of hours learning about databases in general and Access in particular, analysing your business's needs and processes, and finally designing and implementing the solution, or adapting an existing one. The book "Microsoft Office Access 2003 Inside Out" by John L Viescas includes a real working contact-tracking database. If it doesn't meet your needs as it stands, by the time you've studied the 1200+ pages you'll be able to modify it. Here http://www.databaseanswers.org/data_...ema_dezign.htm is a simplified diagram of the tables in an actual contact/client-tracking database. There are lots of other examples on that site. On Thu, 16 Feb 2006 16:52:28 -0800, "rmsilver" wrote: I am trying to build a client database, which has the info of new potential clients (ie contact info, emails, etc) I need to track when we send a letter of intro, send samples, etc What is the best most efficient way to accomplish this? thanks, Robin, Access newbie -- John Nurick [Microsoft Access MVP] Please respond in the newgroup and not by email. |
#3
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? regarding client database
thanks john-was afraid of that
"John Nurick" wrote: Hi Robin, The most efficient way may well be to buy a ready-made application such as Act! or Goldmine and to work within its limitations. Otherwise, be prepared to spend hundreds of hours learning about databases in general and Access in particular, analysing your business's needs and processes, and finally designing and implementing the solution, or adapting an existing one. The book "Microsoft Office Access 2003 Inside Out" by John L Viescas includes a real working contact-tracking database. If it doesn't meet your needs as it stands, by the time you've studied the 1200+ pages you'll be able to modify it. Here http://www.databaseanswers.org/data_...ema_dezign.htm is a simplified diagram of the tables in an actual contact/client-tracking database. There are lots of other examples on that site. On Thu, 16 Feb 2006 16:52:28 -0800, "rmsilver" wrote: I am trying to build a client database, which has the info of new potential clients (ie contact info, emails, etc) I need to track when we send a letter of intro, send samples, etc What is the best most efficient way to accomplish this? thanks, Robin, Access newbie -- John Nurick [Microsoft Access MVP] Please respond in the newgroup and not by email. |
#4
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? regarding client database
It's not quite that bad! You could start by downloading (for example)
the sample contact management database at http://office.microsoft.com/en-us/te...178391033.aspx and getting some ideas from that. You have, of course, already got a pretty reasonable contact management system that integrates quite well with Access in the form of Microsoft Outlook. It might be worth giving some thought to what's best done in each application and how to pass data from one to the other. Steve rmsilver wrote: thanks john-was afraid of that "John Nurick" wrote: Hi Robin, The most efficient way may well be to buy a ready-made application such as Act! or Goldmine and to work within its limitations. Otherwise, be prepared to spend hundreds of hours learning about databases in general and Access in particular, analysing your business's needs and processes, and finally designing and implementing the solution, or adapting an existing one. The book "Microsoft Office Access 2003 Inside Out" by John L Viescas includes a real working contact-tracking database. If it doesn't meet your needs as it stands, by the time you've studied the 1200+ pages you'll be able to modify it. Here http://www.databaseanswers.org/data_...ema_dezign.htm is a simplified diagram of the tables in an actual contact/client-tracking database. There are lots of other examples on that site. On Thu, 16 Feb 2006 16:52:28 -0800, "rmsilver" wrote: I am trying to build a client database, which has the info of new potential clients (ie contact info, emails, etc) I need to track when we send a letter of intro, send samples, etc What is the best most efficient way to accomplish this? thanks, Robin, Access newbie -- John Nurick [Microsoft Access MVP] Please respond in the newgroup and not by email. |
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