Thank you for your help so far!! Okay to clarify things a bit more
(mind you I'm not an advanced access user so I apologise in
advance
), we would like to schedule calls to our members at certain
intervals in their membership (30 days, 60 days, 7 months, 18 months
and every 12 months (for their renewal) - which is based on their
'Joining Date' in the Members table. In addition to these call
'Reasons' (e.g. '30 Days', 'Renewal' etc.), there are three other call
types (e.g. 'General') that may be entered into the database at
anytime.
Problem with creating reports showing the Scheduled calls (e.g. '30
Days'): I need a query that will tell me all the members who have yet
to have a '30 Days' call, but these people may potentially already be
on the Calls table (for a 'General' call etc.). I can get around this
issue however by getting the data entry girl to automatically create 4
blank calls with the scheduled timing points as these are one-off
calls. However, I was wondering if there was query criteria that would
save the creation of these blank calls.
Problem with creating report showing members up for their 12 month
'Renewal' (drop-down in the 'Reason' field) call: I need a query that
will tell me all the members who are due for renewal (based on their
'Renewal Month' field in the Members table which is entered when they
join - it simply has one of the 12 months in it e.g. 'May') and who
have yet to have a 'Renewal' call made to them within the last 2
months (in the Calls table there is a 'Date Made' field to capture the
date of calls). So I need query criteria that works off their 'Renewal
Month' field in the Members table, plus the 'Date Made' and 'Reason'
fields in the Calls table (because if a member has been with us for a
few years they could potentially have more than one 'Renewal' calls.
Does this make any sense?