AutoDate entry

  • Thread starter Thread starter ShaunDeane
  • Start date Start date
S

ShaunDeane

I would like to have some mechanism where I can
automatically have a field indicate when first contact
with a client occured (theoretically, this could be when
the record is created). Also, I'm wondering if the action
is "follow up with client in one month" whether a list
item that indicates 30 days can then populate some sort
of tickler file. Ideally, when I start the database each
AM, I'd be able to do a query that listed all of the
folow up actions for that day, as a result of past action
flags. Hope that makes sense. Any suggestions greatly
appreciated. Thanks!
 
In the design for your table, add the following to the Default Value for the
ContactDate field:

=Date()

When you add a new contact to the database, the current date will
automatically be added to the field.

For determining the follow-up date for any new contact - in a report, say,
use the DateAdd() function:

=DateAdd("d), 30, [ContactDate])
 
Cheryl - Thank you very much! That will really help me
get going. I appreciate the quick reply, very much. Have
a wonderful New Year!
-----Original Message-----
In the design for your table, add the following to the Default Value for the
ContactDate field:

=Date()

When you add a new contact to the database, the current date will
automatically be added to the field.

For determining the follow-up date for any new contact - in a report, say,
use the DateAdd() function:

=DateAdd("d), 30, [ContactDate])

--
Cheryl Fischer
Law/Sys Associates
Houston, TX

I would like to have some mechanism where I can
automatically have a field indicate when first contact
with a client occured (theoretically, this could be when
the record is created). Also, I'm wondering if the action
is "follow up with client in one month" whether a list
item that indicates 30 days can then populate some sort
of tickler file. Ideally, when I start the database each
AM, I'd be able to do a query that listed all of the
folow up actions for that day, as a result of past action
flags. Hope that makes sense. Any suggestions greatly
appreciated. Thanks!
Click to expand...


.
Click to expand...
 
You're welcome. Happy New Year to you, as well, and good luck with your
project.

--
Cheryl Fischer
Law/Sys Associates
Houston, TX

Shaun Deane said:
Cheryl - Thank you very much! That will really help me
get going. I appreciate the quick reply, very much. Have
a wonderful New Year!
-----Original Message-----
In the design for your table, add the following to the Default Value for the
ContactDate field:

=Date()

When you add a new contact to the database, the current date will
automatically be added to the field.

For determining the follow-up date for any new contact - in a report, say,
use the DateAdd() function:

=DateAdd("d), 30, [ContactDate])

--
Cheryl Fischer
Law/Sys Associates
Houston, TX

I would like to have some mechanism where I can
automatically have a field indicate when first contact
with a client occured (theoretically, this could be when
the record is created). Also, I'm wondering if the action
is "follow up with client in one month" whether a list
item that indicates 30 days can then populate some sort
of tickler file. Ideally, when I start the database each
AM, I'd be able to do a query that listed all of the
folow up actions for that day, as a result of past action
flags. Hope that makes sense. Any suggestions greatly
appreciated. Thanks!
Click to expand...


.
Click to expand...
Click to expand...
 
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