? regarding client database

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Guest

I am trying to build a client database, which has the info of new potential
clients (ie contact info, emails, etc)

I need to track when we send a letter of intro, send samples, etc

What is the best most efficient way to accomplish this?

thanks,
Robin, Access newbie
 
Hi Robin,

The most efficient way may well be to buy a ready-made application such
as Act! or Goldmine and to work within its limitations. Otherwise, be
prepared to spend hundreds of hours learning about databases in general
and Access in particular, analysing your business's needs and processes,
and finally designing and implementing the solution, or adapting an
existing one.

The book "Microsoft Office Access 2003 Inside Out" by John L Viescas
includes a real working contact-tracking database. If it doesn't meet
your needs as it stands, by the time you've studied the 1200+ pages
you'll be able to modify it.

Here
http://www.databaseanswers.org/data_models/act_contact_management/act_actual_schema_dezign.htm
is a simplified diagram of the tables in an actual
contact/client-tracking database. There are lots of other examples on
that site.
 
thanks john-was afraid of that

John Nurick said:
Hi Robin,

The most efficient way may well be to buy a ready-made application such
as Act! or Goldmine and to work within its limitations. Otherwise, be
prepared to spend hundreds of hours learning about databases in general
and Access in particular, analysing your business's needs and processes,
and finally designing and implementing the solution, or adapting an
existing one.

The book "Microsoft Office Access 2003 Inside Out" by John L Viescas
includes a real working contact-tracking database. If it doesn't meet
your needs as it stands, by the time you've studied the 1200+ pages
you'll be able to modify it.

Here
http://www.databaseanswers.org/data_models/act_contact_management/act_actual_schema_dezign.htm
is a simplified diagram of the tables in an actual
contact/client-tracking database. There are lots of other examples on
that site.
Click to expand...
 
It's not quite that bad! You could start by downloading (for example)
the sample contact management database at
http://office.microsoft.com/en-us/templates/TC010178391033.aspx
and getting some ideas from that.

You have, of course, already got a pretty reasonable contact management
system that integrates quite well with Access in the form of Microsoft
Outlook. It might be worth giving some thought to what's best done in
each application and how to pass data from one to the other.

Steve
 
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