Create a Search Within the Sales Contact Management Database Templ

  • Thread starter Thread starter Spencer
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Spencer

Hi, our business was needing to organize when we talked to clients. So, I
downloaded the “Sales Contact Management Database†template from the MS
website, which is really great btw. But, if you have more than 5 clients,
it’s very difficult to sift through their (MS) form to get to the client you
want.

Does anyone know how to create a google type search that would bring up the
clients name in the form window when I type it in? I’ve tinkered around with
it but, I’m having some troubles. Any advice would be great.

Thanks,

Spencer
 
"Google type search" may be asking a little too much... but there are some
good ways to search for existing records in Access.

Unfortunately, you are unlikely to find very many people answering questions
(we are all volunteers) who have experience in starting our application from
the templates, or who can afford the time and energy to find, download (we
don't even know the version of Access you're using), study, and determine
what to change to add the search functionality.

The templates are most useful if they are close enough to what you need that
you can adapt them by responding to the questions they show in the dialog
boxes. If you require additional function, you'll need to have, or obtain
someone with, development skills to examine how the application is
constructed, what the data structure is, design the changes, and implement
them.

I understand, though I haven't _used_ any of them, that the Access 2007
templates are supposed to be somewhat better than earlier versions, though I
didn't like the fact that the ones I looked at were macro-based rather than
VBA-based (I know that Microsoft "had their reasons"). I've been a
professional developer for a long time even before Access and, from what
I've seen of the earlier versions' templates, I would simply not undertake
any work that required starting from one of the templates that came with
those earlier versions of Access.

Larry Linson
Microsoft Office Access MVP
 
I thought the sales contact management database has a quick search box that
does a filter on a few fields?
Example: you type "Bill" and it returns all the contacts named "*Bill*"

If you are looking to make that requery after each keystroke instead of
after you press the Go button or hit Return that is pretty easy. Otherwise
I'm not entirely clear on what you want it to do. Perhaps you are talking
about the form that shows contact details and the combobox at the top and
how it just lists all the contacts. Allen browne has some articles on
things like filtering combobox values "on the fly".

Also I have built my standard Contact management base application (that I
use when I modify it for Access 2007 customers who want something similar,
However mine has about twice the functionality (soon it will have more) and
a custom ribbon. Also I stripped out all the embedded macros and just used
code. If you are interested send me an email. I hate embedded macros,
those things hide pretty well. Having code behind is so much better.

Hope something I wrote helps,
Mark
RPT Software
http://www.rptsoftware.com
 
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