Can I save steps in a form?

  • Thread starter Thread starter Lisa
  • Start date Start date
L

Lisa

I have a form called 'Prospects'. To change a prospect to a customer
you need to enter the customer ID. I then have three command buttons
that need to be run. The first saves the record, the second updates the
record (using an append query) and the third then deletes the record.
Is there an easier way to do this?
Thanks for any suggestions.
 
I will guess that the form's record source is a Prospects table, and that
your second command button writes an identical record to a Customer's table.
You could instead have a single table for both Prospects and Customers (I
will call it tblContacts). One of the fields would be a Yes/No field (I
will call it CustomerNow), which you could check when the prospect becomes a
customer. Your Prospects form could contain a check box bound to
CustomerNow. The record source for the Prospects form could be a query
based opn tblContacts, with the criteria for CustomerNow set to No. The
Customer form's record source would be a nearly identical query, except the
criteria for CustomerNow would be Yes.
 
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