Is this possible? Best suggestions....

[Guest]

I work in a Tourism Office and need to find a way to best record statistics.
For example, when someone calls I need to record whether it was a local
call, long distance, where they found our phone number, etc.
If I recommend a business to them, I need to record which business.

I'm picturing something with a form, all businesses listed and a one-touch
button that I can press to 'add 1' each time something happens. So in the
end it will count how many times I've referred people to McDonald's, (which I
wouldn't - but you get the idea), how they called, etc.

I've only designed very basic tables with queries so any direction to a
template of this type would be extremely helpful! Thanks in advance!

 

[Jeff Boyce]

These newsgroups can provide specific suggestions in response to specific
questions. Your description sounds a bit more general. Have you checked at
Microsoft for their "templates", or searched on-line using a few of your key
words?

This is a newsgroup dedicated to supporting Microsoft Access. I assume you
are considering using Access. It has a bit of a steep learning curve ... do
you already have experience with it?

Who knows, maybe one of the volunteers here has the time to help with the
custom analysis, design and development that I suspect will be needed on
your project.

Here are a few of the (many) things you'll want to consider:
* how many people will be using this?
* what level of experience will they have?
* will all users be connected via a Local Area Network (LAN)?
* how "user-proof" does this have to be ("EASY ... is HARD!")
* which version(s?) of Access will users have? will they have ANY?
.... and this is just a start!

Good luck!

Regards

Jeff Boyce
Microsoft Office/Access MVP

 

[Guest]

I ended up at this site after searching for templates.
I currenlty use access, but cannot make it do this function.
The database should be relatively easy, with 4 users over a LAN network.
Passwords and such aren't necessary. Currently we (I) am using Access 2003.

I just need to know that yes this is possible, and the correct terminology
to look up in my searching if it can't be detailed on here. As you are aware
if you don't have the exact term you end up with countless websites that are
unrelated.

 

[Guest]

Echoing previous responses, your quesion is acutally on how to do a complete
multi-faceted project,. although a relatively easy one. I don't think that
templates would be helpful.....just my opinion.

But this might be starting point for both learning it and doing your
project:

I didn't see you say any need to link the referral records to the call
records. If not, you have two unlinked tables:

Calls
Businesses




Make them, showing whatever info about each that you need. "Businesses"
has a field for the number of referrals. Enter all of the businesses that
you refer to into the Businesses table, and have the users add 1 to the total
each time they make a referral to it.

Have the users enter a new record in "Calls" for each phone call.

This is a bare bones system that requires disciplined users who are also
familiar with the tables, how (in the case for companies) to search for the
company in the table and how to open table in Access.

Then start building from there, making it so that it still works with less
and less disclipined and less and less Access-familiar users.

Make Queries and then forms to view and make changes to the data, and reduce
the options for users to screw up your data or enter data badly.

Make a main navigation form with buttons to go to to go to your forms /
tables

And keep learning and going towards where it takes little disclipine and no
access knowledge for someone to use it.

Hope that helps you get started.

Fred