Adding Contact Records to Contact Database

[AG Moreno]

I have a list of contacts that I would like to add a table that would do the
following:

In a single record view (if it is available versus table view) I would like
to record telephone conversations with date, and what we discussed. Also, I
would like to have an option to add a sub record for date and other
activities, such as fax sent, etc.

Lastly, I would like to know how to print out a selected group of contacts
in record format, listing the activities for each client.

Thank you

 

[John W. Vinson/MVP]

I have a list of contacts that I would like to add a table that would do the
following:

In a single record view (if it is available versus table view) I would like
to record telephone conversations with date, and what we discussed. Also, I
would like to have an option to add a sub record for date and other
activities, such as fax sent, etc.

Lastly, I would like to know how to print out a selected group of contacts
in record format, listing the activities for each client.

Thank you

and...???

If you're asking the unpaid volunteers here to design and create a
database for you, that's inappropriate. What have you tried? What
problems are you having?

You will need at least two or three tables. One table would be a list
of the people you contact; a second table, related one to many to this
one, would have information about conversations; a third table would
list actions related to a conversation (or to a client, that's not
clear to me). You would use a Form or Forms for onscreen interaction
with the data, and a Report or Reports to print the data; you would
rarely or never need to look at the tables.

 

[Larry Daugherty]

John has already set your feet on the right path.

There are a couple of resources that might help you get a running
start: the contact manager template that comes with most Access
installations and the Contact Manager templates you can find on the
Microsoft site. They can be modified to suit your purposes.

HTH