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#11
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Prospective Client Tracking Database
From the given information, there is certainly a strong possibility that
Gina's added filed/link is the way to go. And from the given information, ruling it out is certainly en error. So Steve's making of a "NO-oooo!!! That is wrong!!!!" statement at that point is certainly itself an error , and making it that way was rude. |
#12
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Prospective Client Tracking Database
"Steve" wrote in message
... Gina Whipp's suggestion is 100% wrong!!!! How so? |
#13
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Prospective Client Tracking Database
Fred,
Thank you... starting think I had read something wrong! -- Gina Whipp 2010 Microsoft MVP (Access) "I feel I have been denied critical, need to know, information!" - Tremors II http://www.regina-whipp.com/index_files/TipList.htm "Fred" wrote in message ... From the given information, there is certainly a strong possibility that Gina's added filed/link is the way to go. And from the given information, ruling it out is certainly en error. So Steve's making of a "NO-oooo!!! That is wrong!!!!" statement at that point is certainly itself an error , and making it that way was rude. |
#14
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Prospective Client Tracking Database
Ketih,
I am still waiting to hear that myself... -- Gina Whipp 2010 Microsoft MVP (Access) "I feel I have been denied critical, need to know, information!" - Tremors II http://www.regina-whipp.com/index_files/TipList.htm "Keith Wilby" wrote in message ... "Steve" wrote in message ... Gina Whipp's suggestion is 100% wrong!!!! How so? |
#15
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Prospective Client Tracking Database
"Gina Whipp" wrote in message
... Ketih, I am still waiting to hear that myself... Perhaps he's away grinding another axe. |
#16
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Prospective Client Tracking Database
Keith,
Whenever he does that I find he just scurries away... In the meantime, it's the OP who is left confused. -- Gina Whipp 2010 Microsoft MVP (Access) "I feel I have been denied critical, need to know, information!" - Tremors II http://www.regina-whipp.com/index_files/TipList.htm "Keith Wilby" wrote in message ... "Gina Whipp" wrote in message ... Ketih, I am still waiting to hear that myself... Perhaps he's away grinding another axe. |
#17
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Prospective Client Tracking Database
Hi Gina -
It sounds like you might be understanding what I am trying to do... I have a bunch of prospective companies. And there are really 2 main models I am looking at. One company with one contact who manages multiple properties OR one company with multiple contacts who each manage multiple properties. All the fields are pretty straightforward with the company table. The only tricky one with the contact table is the Business_Phone. I want to be able to see the phone number I entered in the company table so when I run a query on a contact, the main business phone number shows up. And the only tricky one with the property table is the contact name. I want the first and last name of the contacts I entered for any given company to show up here so I can assign contacts to each property within the company. Steve made a note about adding a correspondence table into this database. The more I think about it, I think that is a good idea. With the correspondence table, I would be able to record date, message, collateral info that was communicated to prospective client. That new table would need to relate to the contact table. Once all the basics are set up, I would also like to be able to do a few additional things.... - Email prospective clients directly in Access - Upload marketing collateral into prospective client database so it is easily emailed through Access - Create a current client database (with service request log table built in) - Ability to transfer info from prospective client database to current client database once a contract is signed - Email current clients from current client database directly in Access The more I write the more I am realizing that this isn't as simple as I had originally thought!!! Any brilliant suggestions? Thank you! "Gina Whipp" wrote: Fred, Thank you... starting think I had read something wrong! -- Gina Whipp 2010 Microsoft MVP (Access) "I feel I have been denied critical, need to know, information!" - Tremors II http://www.regina-whipp.com/index_files/TipList.htm "Fred" wrote in message ... From the given information, there is certainly a strong possibility that Gina's added filed/link is the way to go. And from the given information, ruling it out is certainly en error. So Steve's making of a "NO-oooo!!! That is wrong!!!!" statement at that point is certainly itself an error , and making it that way was rude. . |
#19
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Prospective Client Tracking Database
TGC,
....Help here is FREE and I am posting answers to your questions just taking me a bit to get it all typed up. I can see by Steve's reply, he is hoping to get you to pay for help in these FREE newsgroups, which is probably what he was hoping for all along. Be patient, we are here and WE, that being the ones who help for FREE, will help you to the end and for FREE. -- Gina Whipp 2010 Microsoft MVP (Access) "I feel I have been denied critical, need to know, information!" - Tremors II http://www.regina-whipp.com/index_files/TipList.htm "TGC" wrote in message ... Hi Gina - It sounds like you might be understanding what I am trying to do... I have a bunch of prospective companies. And there are really 2 main models I am looking at. One company with one contact who manages multiple properties OR one company with multiple contacts who each manage multiple properties. All the fields are pretty straightforward with the company table. The only tricky one with the contact table is the Business_Phone. I want to be able to see the phone number I entered in the company table so when I run a query on a contact, the main business phone number shows up. And the only tricky one with the property table is the contact name. I want the first and last name of the contacts I entered for any given company to show up here so I can assign contacts to each property within the company. Steve made a note about adding a correspondence table into this database. The more I think about it, I think that is a good idea. With the correspondence table, I would be able to record date, message, collateral info that was communicated to prospective client. That new table would need to relate to the contact table. Once all the basics are set up, I would also like to be able to do a few additional things.... - Email prospective clients directly in Access - Upload marketing collateral into prospective client database so it is easily emailed through Access - Create a current client database (with service request log table built in) - Ability to transfer info from prospective client database to current client database once a contract is signed - Email current clients from current client database directly in Access The more I write the more I am realizing that this isn't as simple as I had originally thought!!! Any brilliant suggestions? Thank you! "Gina Whipp" wrote: Fred, Thank you... starting think I had read something wrong! -- Gina Whipp 2010 Microsoft MVP (Access) "I feel I have been denied critical, need to know, information!" - Tremors II http://www.regina-whipp.com/index_files/TipList.htm "Fred" wrote in message ... From the given information, there is certainly a strong possibility that Gina's added filed/link is the way to go. And from the given information, ruling it out is certainly en error. So Steve's making of a "NO-oooo!!! That is wrong!!!!" statement at that point is certainly itself an error , and making it that way was rude. . |
#20
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Prospective Client Tracking Database
TGC,
Below I have adjusted your tables slightly... still going to need a few more but wanted to get you started. I have also answered you questions (for FREE) in-line, see below. Please review my questions... once I see your answers I will finish up the table layout... for FREE. tblProperty pPropertyID (PK) pCompanyID (FK) pAddress1 pAddress2 pCityID pPostalCode pTypeID (What is this for?) pReceivership (Why is this also in the Company table, what are you trying to track?) pPrice pVendorID (Please elaborate) pPastTGCBid pInterior (What are you looking to put in this field?) pBidSchedule pAreaSchedule pNotes (If going to be Memo field then it needs to go in a seperate table) tblCompany cCompanyID (PK) cCompanyName cMainPhoneNumber cAddress1 cAddress2 cCityID cPostalCode cFaxumber cWebsite cStatusID cTypeID (Not sure what this is) cReceivership tblCompanyContact ccCompanyContactID (PK) ccCompanyID (FK) ccFirstName ccLastName ccDirectPhoneNumber ccCellPhone ccFaxNumber cceMailAddress ccContactType (Yes/No - to determine if Main Contact or not) ccStatus tblActivities aDate aActivityTypeID (FK - Correspondence, Phone, eMail, Meeting, etc...) aNotes (Prefer you don't use a Memo field data type here) aDone (Yes/No) BidSchedule - What is this and why here and in Property table?) -- Gina Whipp 2010 Microsoft MVP (Access) "I feel I have been denied critical, need to know, information!" - Tremors II http://www.regina-whipp.com/index_files/TipList.htm "TGC" wrote in message ... Hi Gina - It sounds like you might be understanding what I am trying to do... I have a bunch of prospective companies. And there are really 2 main models I am looking at. One company with one contact who manages multiple properties OR one company with multiple contacts who each manage multiple properties. All the fields are pretty straightforward with the company table. The only tricky one with the contact table is the Business_Phone. I want to be able to see the phone number I entered in the company table so when I run a query on a contact, the main business phone number shows up. And the only tricky one with the property table is the contact name. I want the first and last name of the contacts I entered for any given company to show up here so I can assign contacts to each property within the company. ****This will not be a problem as long as you place a ContactType in the table. A query can be run to show Main Contact and if Property Phone exists show that, if not show ContactDirectPhoneNumber Steve made a note about adding a correspondence table into this database. The more I think about it, I think that is a good idea. With the correspondence table, I would be able to record date, message, collateral info that was communicated to prospective client. That new table would need to relate to the contact table. ****See above Once all the basics are set up, I would also like to be able to do a few additional things.... - Email prospective clients directly in Access ****No problem - Upload marketing collateral into prospective client database so it is easily emailed through Access ****No problem - Create a current client database (with service request log table built in) ****No problem - Ability to transfer info from prospective client database to current client database once a contract is signed ****Actually, you would be better of keeping all Client Types in the same database, unless there is a seperate system that handles Clients? - Email current clients from current client database directly in Access ****No problem The more I write the more I am realizing that this isn't as simple as I had originally thought!!! ****No, Access is not easy but is anything in life worth having? It will be a bit of *work* but in the end it will be worth it. And we will be right here to help (for FREE) when you get stuck. So let's focus on getting the tables set-up properly so you can move on to the fun part... CODING! grin Any brilliant suggestions? Thank you! "Gina Whipp" wrote: Fred, Thank you... starting think I had read something wrong! -- Gina Whipp 2010 Microsoft MVP (Access) "I feel I have been denied critical, need to know, information!" - Tremors II http://www.regina-whipp.com/index_files/TipList.htm "Fred" wrote in message ... From the given information, there is certainly a strong possibility that Gina's added filed/link is the way to go. And from the given information, ruling it out is certainly en error. So Steve's making of a "NO-oooo!!! That is wrong!!!!" statement at that point is certainly itself an error , and making it that way was rude. . |
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