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Creating a databaseI need to create a database where I can enter all my customers. I would like
to be able to click on a customer and have a new form open like word or something where I can include notes. Can this be done and how? Michelle
Why do you need a new form? What about the idea of having a form with a combobox in the header? Select the customer from the combobox, have Access load a portion of the form with customer info, then enter your "notes" in a subform that holds all (previous) notes for the selected customer. Or am I missing something...? Regards Jeff Boyce Microsoft Office/Access MVP Show quoteHide quote "Michelle" <Miche***@discussions.microsoft.com> wrote in message news:379E6A3C-B583-49B1-9C2F-A08EAFB0A4F7@microsoft.com... >I need to create a database where I can enter all my customers. I would >like > to be able to click on a customer and have a new form open like word or > something where I can include notes. Can this be done and how? Jeff
I own a shop. I have clients that come in and become members. I would like to put the members in a database. Each time they come in I would like to open the database select there name and another screen open where I can put information like when they came in, how long they were there, if they bought anything. It's for to help me with marketing and knowing my customers a little better. I know very little about access. Show quoteHide quote "Jeff Boyce" wrote: > Michelle > > Why do you need a new form? > > What about the idea of having a form with a combobox in the header? Select > the customer from the combobox, have Access load a portion of the form with > customer info, then enter your "notes" in a subform that holds all > (previous) notes for the selected customer. > > Or am I missing something...? > > Regards > > Jeff Boyce > Microsoft Office/Access MVP > > "Michelle" <Miche***@discussions.microsoft.com> wrote in message > news:379E6A3C-B583-49B1-9C2F-A08EAFB0A4F7@microsoft.com... > >I need to create a database where I can enter all my customers. I would > >like > > to be able to click on a customer and have a new form open like word or > > something where I can include notes. Can this be done and how? > > > Michelle
MS Access is a relational database. If you don't have experience with normalization and/or relational database design, if you don't have experience with Access, if you don't have experience with application development, and if you don't have experience with human-factors/graphical user interface design, you have four very steep learning curves in front of you! How is it that you settled on Access as the "tool of choice" for this project? Is there a reason you couldn't just use paper/pencil (or a spreadsheet or word document) to keep the info? Good luck! Regards Jeff Boyce Microsoft Office/Access MVP Show quoteHide quote "Michelle" <Miche***@discussions.microsoft.com> wrote in message news:51BFA73B-2825-445B-8BD5-60B800D6D230@microsoft.com... > Jeff > > I own a shop. I have clients that come in and become members. I would like > to put the members in a database. Each time they come in I would like to > open > the database select there name and another screen open where I can put > information like when they came in, how long they were there, if they > bought > anything. It's for to help me with marketing and knowing my customers a > little better. I know very little about access. > > "Jeff Boyce" wrote: > >> Michelle >> >> Why do you need a new form? >> >> What about the idea of having a form with a combobox in the header? >> Select >> the customer from the combobox, have Access load a portion of the form >> with >> customer info, then enter your "notes" in a subform that holds all >> (previous) notes for the selected customer. >> >> Or am I missing something...? >> >> Regards >> >> Jeff Boyce >> Microsoft Office/Access MVP >> >> "Michelle" <Miche***@discussions.microsoft.com> wrote in message >> news:379E6A3C-B583-49B1-9C2F-A08EAFB0A4F7@microsoft.com... >> >I need to create a database where I can enter all my customers. I would >> >like >> > to be able to click on a customer and have a new form open like word or >> > something where I can include notes. Can this be done and how? >> >> >> In Access 2007 you can use an attachment filed to attach a Word doc.
In previous versions you can open Word, but you would need to store the path of the document in a field in your table. Learn Microsoft Access Fast! http://access-databases.com/ms-access-tutorial/ You need two tables:
TblCustomer CustomerID etc TblCustomerNote CustomerNoteID CustomerID CustomerNoteDate CustomerNote Make CustomerNote a memo datatype. Join these tables on CustomerID. Create a form/subform. Base the main form on TblCusto,er and base the subform on TblCustomerNote. You'll be able to enter new customers with this form and enter multiple notes for any customer. Steve san***@penn.com Show quoteHide quote "Michelle" <Miche***@discussions.microsoft.com> wrote in message news:379E6A3C-B583-49B1-9C2F-A08EAFB0A4F7@microsoft.com... >I need to create a database where I can enter all my customers. I would >like > to be able to click on a customer and have a new form open like word or > something where I can include notes. Can this be done and how? "Michelle" <Miche***@discussions.microsoft.com> wrote in message Have a look at the Northwind database that ships with Access. It's not news:379E6A3C-B583-49B1-9C2F-A08EAFB0A4F7@microsoft.com... >I need to create a database where I can enter all my customers. I would >like > to be able to click on a customer and have a new form open like word or > something where I can include notes. Can this be done and how? perfect by any means but it will give you some ideas. Keith. www.keithwilby.co.uk  
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