Ideas & Suggestions

[Guest]

I'm building a database for the 20 sales reps I have. The sales reps fill out
a word document and then I input the information into the database. The
problem I'm having is that when I input the data, I'm thinking of using a
combo box of sales reps names to pull up that individual sales reps info, but
in the table, the sales rep name comes up 20 times, under the field Rep_Name.
( I could input 20 forms for a sales rep a month) I want only one sales rep
name for all their information and then be able to scroll through on the form
for only that sales reps info and then be able to input new info at the end.

How can I pull up an individual sales rep, their information and then input
new data?

Let me know if this doesn't make sense.

Thanks in advance!!!

 

[Allen Browne]

The answer to your question depends on whether you have set up the tables
correctly for this database, or if you have merely simulated a big wide
spreadsheet.

Assuming you are tracking how the sales reps interact with clients, a
correctly normalized database will have at least these 3 tables:
- Rep table (one record for each sales rep)
- Client table (one record for each company they approach)
- Interact table (one record for each time a rep interacts with a client.)

The Interact table will have fields such as:
InteractID AutoNumber primary key
RepID relates to Rep.RepID
ClientID relates to Client.ClientID
InteractDate Date/Time when the rep intereacted with the
client
Comments
...

You will then build a main form for the rep, with a subform for the
interactions. Access will automatically limit the subform to show only the
interactions for the rep in the main form.

You main form can then use a combo to find the right sales rep if you like.
Details in:
Using a Combo Box to Find Records
at:
http://allenbrowne.com/ser-03.html