form to track items and dates and completion

[Guest]

I am looking for a form that will let me change the customers name and check
off completion of items (tbd) for each one. I need to be remnded to do these
items by a certain date and to follow up. Is there such a form?
Any help is appreciated...
B

 

[KARL DEWEY]

Actually you need a table, query, and a form.
A table stores the data. A query pulls the data from the table to display in
a form. A query can be selective in what records it pulls.
Why would you want to change the customer name? Maybe add a new record.
I do not know what your business is but you probably need at least three
tables.
A customer table with contact, billing, and other information.
Second, a product/service table with prices. Possibly additional tables to
track inventory.
Third, a sales table that contains customer, product/service, quanity,
deliver date, terms, follow-up date, completed, etc.
The query would pull all records with delivery date less than Date()
(current date) minus your follow-up requirement that was not flagged as
completed and if there is a follow-up date, the follow-up date less than
Date() minus your second follow-up requirement.

 

[Guest]

Thank you for answering my questiuon. Do you design this type of form? and if
not would you please point me in the right direction. I am in real estate and
I need a form that will help me keep track of things such as termite
inspection, appraisal, etc. check offs and maybe a reminder to do these
things.

 

[Ed Warren]

Your options are:

1. Learn to build a database with tables, forms, and reports required to
support your buisiness (cheap, hard, built by a novice, but you learn a lot
about your business, and learn a new skill)
2. Pay someone to build a database, with tables forms and reports required
to support your buisness (It works exactly the way you want -- but is
expensive)
3. Buy packaged software targeted to your buisness (It does what is
necessary, but not exactly the way you want -- can be reasonable)

Should you want to follow path 1, the people on this list can provide help
to specific question to help your learning progress.

Best of luck on your project.

Ed Warren.

 

[Guest]

Thanks for your reply.
I appreciate your help. Still pondering the possibilities.
B