Updating client records

[GemstoneTalent]

We would like to allow our clients to view/update their individual records
on our web site.

We use ACT! on our local machines to handle scheduling and record creation
& maintenance.

In the past, we have merged client data to a plain text email which is sent
to the client for updates. It has been manual and is getting more time
consuming.

It seems a form on our web site in a password protected folder with an
access database would be a good start. The Access DBF could populate the
Form with the clients current info, and email a copy of changes so we can
update our "live" database.

Anyone have pearls of wisdom; good sites etc to aid the learning curve?

Or any thoughts on achieving our goal in a different method?

FP2002; WinXP Pro; ACCESS 2002

Gemstone Talent
www.GemTal.com

 

[chris leeds]

I would visit the site for act. they've probably got a "developer's area"
where there should be examples. I know it's this way with Peachtree and
QuickBooks.
HTH

 

[Stefan B Rusynko]

If your hosted site is on a Windows Server is should be running ASP and support Database connections (access tables)
See FP Help on Using Forms and Databases (Database) and the Database Wizard Interface

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| We would like to allow our clients to view/update their individual records
| on our web site.
|
| We use ACT! on our local machines to handle scheduling and record creation
| & maintenance.
|
| In the past, we have merged client data to a plain text email which is sent
| to the client for updates. It has been manual and is getting more time
| consuming.
|
| It seems a form on our web site in a password protected folder with an
| access database would be a good start. The Access DBF could populate the
| Form with the clients current info, and email a copy of changes so we can
| update our "live" database.
|
| Anyone have pearls of wisdom; good sites etc to aid the learning curve?
|
| Or any thoughts on achieving our goal in a different method?
|
| FP2002; WinXP Pro; ACCESS 2002
|
| Gemstone Talent
| www.GemTal.com