Rocky said:
I currenly run Access to controll all my clients, produce invoices,
payment, statements, etc. I often write merge letters and e-mails.
Question: How can I view e-mails and letters to a particular client
directly from my client record. This would be similar to "Goldmine
CRM".
They can be stored in your database as OLE Objects, or they can be stored
externally, and the file name used to open them. You can use the SHELL
function to open the program with which the document was prepared, or store
a hyperlink to the document file, or link them to unbound OLE frames.
However, many CRM packages that you can buy (relatively) inexpensively
contain functionality that would take you a long, long time to develop in
Access for your own use. If that functionality is useful to you, then it is
likely you'd be better off evaluating available packages instead of
developing your own. Where Access and other development tools shine,
however, is when you have unique requirements that the commercial packages
do not address, especially if satisfying those requirements gives you an
"edge" over your competition.
Larry Linson
Microsoft Access MVP