Printing sales call summary

  • Thread starter Thread starter BigBlueMan
  • Start date Start date
B

BigBlueMan

I'm a rookie at Access, and need help with a project.

I've designed a database that includes contact information for about a
thousand customers, providing them a unique identifier, etc. I want to be
able to enter on a weekly basis all contact that was made with all customers
(based on salesperson input), then print a summary showing a summary of the
latest interactions with that customer. (ie.. I might set this thing up to
print the last 20 customer contacts made, last 10, etc. The report will
have each of them with the same number, whatever I finally determine)

I know how to set up a report printing a single page per customer and
placing customer info on it, but what I don't know how to do is print a list
below the customer of call information, limiting it to X number of customer
contacts from the database (the LATEST ones, at that!).

Any help would be appreciated.

Ed
 
Ed,

Here's a generalization of what you need to do ---

You need a customer table and a customer contact table. Contacts need to be
dated.

You need a query based on the customer contact table. Right click in the query
window where the table is and you will see the Top property. Set this for the
number of the last contacts you want. 20, 10 or whatever.

You need a main report based on the customer table. Use the report wizard and
when it asks you, sort customer name alphabetically.

You need a subreport based on the customer contact query. Use the report wizard
and when it asks you, sort the contact date descending.

Click and drag the subreport onto the detail section of the main report. Check
the linkmaster and linkchild properties to be sure they got checked.

You should now have what you want.
 
Thanks! I'll work on it tonight!

ed


PC Datasheet said:
Ed,

Here's a generalization of what you need to do ---

You need a customer table and a customer contact table. Contacts need to be
dated.

You need a query based on the customer contact table. Right click in the query
window where the table is and you will see the Top property. Set this for the
number of the last contacts you want. 20, 10 or whatever.

You need a main report based on the customer table. Use the report wizard and
when it asks you, sort customer name alphabetically.

You need a subreport based on the customer contact query. Use the report wizard
and when it asks you, sort the contact date descending.

Click and drag the subreport onto the detail section of the main report. Check
the linkmaster and linkchild properties to be sure they got checked.

You should now have what you want.

--
PC Datasheet
Your Resource For Help With Access, Excel And Word Applications
(e-mail address removed)
www.pcdatasheet.com
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