Creating a Form - Sales Report

  • Thread starter Thread starter Suzanne
  • Start date Start date
S

Suzanne

I am trying to create a sales call report form. The
problem I am having is that they need to be able to enter
the objectives of the meeting, Action Items etc. So for
objectives they need to be able to enter however many
came out of the meeting and I have no item how to set it
up that for one company there is a place where they can
enter as many objectives as they want. Should I try using
a sub form?

Currently the form is in word and only has room for three
objectives which is not enough space for some people and
we don't want to have a form with 20 places if someone
only uses 2 and another uses 10.

Hope that makes sense.
 
I am not sure what you intend. Do you intend to print a
hardcopy form to fill in or are you talking an entry form
on a computer?
Let me know
 
I am looking for the sales people to enter the
information in the form. Right now people are just
filling out a word doc and then emailing it. Nothing is
saved and no one who is new can see any of the past
information that has been collected.
 
I would recommend creating a for with a subform.
The form would have the Meeting header information and is
assigned an autonumber as a key index.
The subform would be a separate table linked to the
Meeting header autonumber.
This will allow for any number of entries for each
individual meeting.
Hope this helps.
Fons
 
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