I set up a separate table as follows
Review:Table
ID
CustomerID
Review Date
Purpose
Looks good!
The form that I set up is based off this new table. There is some basic information in the Form Header and in the detail section is -[Review Date] and [Purpose] only. In my practice dbase, I put this on my main Client Info form linked by the Customer ID.(subform, for data entry)
After I got your reply, I assumed that I needed to reset my tables and the module thing was for before I separated the table out. Is the table structure above correct?
You won't need the module with this Table, and the structure is
correct. I'd strongly suggest (if you haven't done so) opening the
Relationships window and creating a Relationship between your Client
Info table to this table, joining on CustomerID; check the "Enforce
Referential Integrity" checkbox.
Will this need to be a stand alone form, or can it be attached to the Client Info form. I'm trying to keep all the data entry places centralized. If this is not attached should/can this form be opened with command button. This is what I'm picturing.
It will work best as a Subform on the Client Info form; set the Master
and Child Link Fields to CustomerID and you'll see only reviews for
that client, and new reviews entered will automatically fill in the
correct CustomerID. If I recall correctly, you wanted to be able to
see the next scheduled review six months after the the most recent
review; if so, put a textbox on the main form (not the subform!) and
set its Control Source to
=DateAdd("m", 6, DMax("[Review Date]", "[Review]", "[CustomerID] = " &
[CustomerID]))