creating a table

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Guest

I want to be able to create a sales lead list and be able to log all of the
sales calls made and their outcome for each company.

Help please!
 
jen,
Can't go into detail with such a broad question... but...

Basically, all your Leads (and any associated information about them)
will be contained in a table... (ex. tblLeads). This would be your "ONE"
table. (Name, Address, Contact, Phone, etc) Each Lead will have a unique
identifier field (key field) such as a LeadID.
In another table, (ex. tblSalesCalls), related to tblLeads by that
CompanyID, you will store all the information about the multiple contacts
made with those Leads, (who called, when called, subject, and the outcome of
those contacts). This table would be the "MANY" table.
Your "main" data entry form will be based on the ONE tblLead, and your
subform on that form (related to Leads by the LeadID) will display all the
calls associated with that Lead.

hth
Al Camp
 
Thanks Al,

This stuff is very confusing. This is what I did before your post tell me
if it will work:

I made one table called Contacts and in that I put a field called Contact ID
which is on Auto Number (1,2,3,4)

I then created another Table called Sales Calls and I created a relationship
between the two so now there is a field called Contact ID in the Sales Calls
table and I have been entering the corresponding contact as I go.

I eventually want to create another couple tables:
1) Bookings/Events before 1999
2) Bookings / Events the year 2000 and up
and in these I will include info on $ spent, # of people attended, type of
event etc.
I also want to be able to have the Contact table in Alphebetical Order

In the end this will be used for target marketing, email blasts ect. and I
have to be able to get info from all of these tables so I will probably have
to build relationships between all of them...

Your thoughts???? Sorry so long!!
 
one more thing,

you wrote:
Your "main" data entry form will be based on the ONE tblLead, and your
subform on that form (related to Leads by the LeadID) will display all the
calls associated with that Lead.

if I have set this up correctly (see last posting) then how do I do what you
have said above: display all of the calls associated with that lead?
 
Jen,
This response will pertain to both your replies...
You wrote...
I eventually want to create another couple tables:
1) Bookings/Events before 1999
2) Bookings / Events the year 2000 and up
Click to expand...
Just build 1 table to hold ALL your bookings, and use filtering to
View/Query/ReportOn those years you want.

You wrote
if I have set this up correctly (see last posting) then how do I do what
you
have said above: display all of the calls associated with that lead?
Click to expand...

Here's the form I envision... and again... this is just conceptual. You
need to work out the details with some "sweat equity"... and occaisional
help with specific questions here on the NG.

The top half of your Main (One) form is based against your Contacts table
and sets the ContactID.
In the lower half of the form, I'd place a Tab Control with 2 Tab Pages.
Page 1 is called SalesCalls, and contains a subform based against
your (Many) SalesCalls table. That would be a "continuous" subform, and
would display multiple Sales Calls made to the Contact, and linked via
ContactID.
Page 2 is called Bookings, and contains another continuous subform
based against your (Many) Booking table, and linked via ContactID. This sub
would display all booking associated with that contact.

Now, it seems to me (from your post) that you understand the concept of a
One to Many realtionship. If I understand...now you just need a Main form
and Subform/s that relate and present that data (and it's relationship) to
the user.

hth
Al Camp


Well, whenevr you create a new sales call in the subform, because oif the
"relationship between
 
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