Ok I will try again to explain this as simply as possible so we have no more
confusion.
I am working on a database that needs to keep track of everything we do
because of liability. Therefore everything from phone calls to faxes to
documents have to be logged into our database. To help make this more
efficient for the people in my office I want to make it so that if they type
in a key word (such as the company name) other fields on the form will
automatically fill in (such as the address, fax, etc).
I NEED to have a contact list in my database because I need to be able to
store all of their contact information in the same place. I also NEED a
table to keep track of all of the faxes we create. From the fax table I
already have a report that will be generated so that they can print the
report out and use it as a cover sheet. Therefore please do not tell me to
use a query or anything else.
I NEED both of these tables, as they are with all of their information so
that I can see exactly where the item was faxed and to avoid people
accidentally creating a wrong query and me never knowing it until it is too
late OR having it be too complex and time consuming for them- it is much
easier for them to be able to fill out a form and create the report.
Can Microsoft Access 2007 do this?
Jeff Boyce said:
Elaine
Perhaps one reason why the "original question" you posed hasn't been
answered is because we don't understand the situation.
Another possibility is that the specific way you've decided to do something
is more likely to cause you long-term problems that some other available
options.
If you'll continue helping the folks here understand the specifics of your
situation, they'll be better able to offer specific suggestions.
For instance, "...my fax cover sheet changes every time" could mean that
there is no pattern to your fax cover sheets, or could mean that you use a
basic template and the DATA in each fax cover sheet changes (i.e., to whom,
phone number, subject, ...).
More info, please...
Regards
Jeff Boyce
Microsoft Office/Access MVP
While Access may be able to do this, you may actually end up spending
more to develop it than it would cost to buy something off the shelf.
A packaged product would probably end up being a much more flexible
application.
The function you are talking about are usually included in CRM packages
such as Goldmine (just to name one).
That said it's no small undertaking to get a CRM package up and running.
Just do a search for CRM software and check a few out.
gls858