client linking for producing reports

  • Thread starter Thread starter Cuchulain64
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Cuchulain64

Hi

I have a table personaldetails which stores clients personal details and
another two tables which store the address and policies they own a fourth
table lists each client ref and the client their linked to. I have a query
which collects the policies linked to a client ref. which when run with
another query lists client name & Address and all policies. However each
client can also be linked to another client eg spouse. I need to list these
as well. So the end result would be a list of all policies for mr & Mrs
Client. any ideas would be appreciated. i'm only a beginner.
 
It's probably not practical to have the computer automate these.

The ways the names need to be combined are too varied, e.g.:
Mr & Mrs A Jones
Mr Arthur & Mrs Ann Jones
Mr Arthur Smith & Mrs Ann Jones
Mr A Smith, Mrs A Jones, and Ms M Smith-Jones
and that's before you start with Dr or Prof or children from previous
marriages who have different names, or flatmates who share an address but
are not related, or ...

It might be better to create a table where you can selectively address the
invidivuals or the household, and specify the name to use for the household,
and choose which to include in your mailings. For a downloadable example of
how to do that, see:
People in households and companies - Modelling human relationships
at:
http://allenbrowne.com/AppHuman.html
 
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