Using Access as a CRM

[Rocky]

I currenly run Access to controll all my clients, produce invoices,
payment, statements, etc. I often write merge letters and e-mails.
Question: How can I view e-mails and letters to a particular client
directly from my client record. This would be similar to "Goldmine
CRM".

Rocky

 

[Guest]

Are you writing the emails/letters within Access? If so, you would just need
to setup the appropriate links between the client records and these tables,
then you can link over to them.

If the letters and emails are outside of Access, the you will need to write
VBA code to e.g. search for the appropriate file containing the letters to
the client, or search your Outlook folders for the emails to the client. j.