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help me set up message forms for multiple customers
with the answering service I am using excel which has the messages forms for
each customer set up on individual worksheets. Looking for any easy way of taking messages, faxing messages and tracking messages that anyone might have. Sorry I am not familiar with access but do know excel somewhat. |
#2
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help me set up message forms for multiple customers
Access would be a great way to go, unless you find a commercial product that
does what you need. The advantage of using Access is that you could customize it to do just what you want. The disadvantage is that you will either have to spend some time learning it or pay someone to set it up for you. -John Welch "abc answering service" wrote in message ... with the answering service I am using excel which has the messages forms for each customer set up on individual worksheets. Looking for any easy way of taking messages, faxing messages and tracking messages that anyone might have. Sorry I am not familiar with access but do know excel somewhat. |
#3
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help me set up message forms for multiple customers
Access is a good choice to handle the data you describe. but this forum is
not appropriate to teach you how to build an entire database - even if you did have some familiarity with Access AND relational design principles. if you want to learn to build a database in Access, be prepared to invest a significant amount of time and effort in the process. before you even begin using the software, you need to learn the principles of data modeling. see http://home.att.net/~california.db/tips.html, focusing first on tips #1 and #2, in that order. these newsgroups will be an excellent resource when you have specific questions/problems as you develop your database. hth "abc answering service" wrote in message ... with the answering service I am using excel which has the messages forms for each customer set up on individual worksheets. Looking for any easy way of taking messages, faxing messages and tracking messages that anyone might have. Sorry I am not familiar with access but do know excel somewhat. |
#4
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help me set up message forms for multiple customers
"abc answering service" wrote in message ... with the answering service I am using excel which has the messages forms for each customer set up on individual worksheets. Looking for any easy way of taking messages, faxing messages and tracking messages that anyone might have. Sorry I am not familiar with access but do know excel somewhat. abc answering service, Employees EmployeeID INTEGER -- PK FName TEXT(48) LName TEXT(48) Customers CustomerID INTEGER -- PK FName TEXT(48) LName TEXT(48) ContactTypes ContactTypeID INTEGER -- PK ContactType TEXT(48) Note: ContactType may equal e-mail, phone, fax, mail, etc. Contacts ContactID INTEGER -- PK ContactTypeID INTEGER -- FK ContactTypes EmployeeID INTEGER -- FK Employees ContactDirection CHAR(1) ContactStart DATETIME ContactEnd DATETIME Note: ContactDirection would be "I" for inbound contacts, and "O" for outbound messages. Note: EmployeeID may well be entered automatically based upon who is currently logged into the MS Access application (its selection should not be manual). ContactCustomers ContactCustomerID INTEGER -- PK ContactID INTEGER -- FK Contacts CustomerID INTEGER -- FK Customers Note: ContactCustomers exists because conference calls or multi-signature letters may constitute simultaneous contact by multiple customers, and some contacts will have no identifiable customer, and so there cannot be a CustomerID column in Contacts. Messages MessageID INTEGER -- PK ContactID INTEGER -- FK Contacts MessageDate DATETIME -- * MessageNotes TEXT(255) or MEMO * A Composite Unique Index with ContactID Note: MessageDate is the system date and time when the message is saved. This allows for multiple messages Note: EmployeeID is the person taking or sending the message. MessageFor MessageForID INTEGER -- PK MessageID INTEGER -- FK Messages EmployeeID INTEGER -- FK Employees Hmm, the MessageFor table is not quite right. Some messages are for employees, and some are for customers. You can't have both columns in the same table and have one column of each be empty in each row (because of the foreign keys). I'm going to bed shortly, so I'll leave this one as "an execise for the student". Well, those are some basics that can be built upon, and I hope they may be of assitance. Sincerely, Chris O. |
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