Best Option For Grouping Areas In A Customer Database?
Feb 16, 2006
Hi all, just wondered if anyone would have an idea of the best way to implement this? I have a customer database, the relationships are below, and currently have done searching by town/city, street, purchase date, and also searching by area. But now the person i created it for wants to be able to search by 'groups of areas'. He has written how he would like to be able to search and they often include 3, 4, or 5 areas grouped together as one, and in only one or two instances he has included a small town aswell as a few areas.
Basically, it's been a while since i actually made the database (a year or so) and have not been using access much at all, so i'm having a bit of trouble working out how i'm gonna go about it and would like some idea's :D . I'm sure once i get back into the swing of it i'll be ok, but i feel like a newbie again at the moment :o :rolleyes:
Many thanks for any help you can give.
http://img349.imageshack.us/img349/7052/relationships8na.jpg
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Jan 21, 2008
hi all,
first time posting so please excuse the newbness.
i need to create a customer database, which i would like to be able to generate invoices from, nothing fancy or complicated, just name, address phone number etc. with a button to put this detail into a template word .doc file.
i would also like to be able to import all names and addresses at the end of the year to send a christmas card maybe or promotional e-mail.
how difficult is this to do? i kinda remember doing something similar at school years ago but can't remember how i did it.
any help/information would be greatly appreciated.
thanks in advance
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Jul 5, 2006
Hi
I am new to Access and would like to learn by taking on small projects.
Does any body know any good tutorials for beginners that could show how to start a database for a list of customers or something similar?
I have looked at the ones that can be created with the Wizards but obviously this doesn't help you understand the mechanics.
I would like to learn the 'nuts and bolts' so that I can expand the database and create new ones the more advanced I become.
Any good suggestions would be appreciated.
Thanks
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Jan 31, 2007
A friend pointed me in the direction of this site, and I sure hope someone can help. I need to build databases that will primarily be used for creating sales quotes. I know my way around, a little bit, but I am having trouble building this database. Would anyone be interested in helping me?
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Sep 7, 2012
create a check on a feild(customer id) of customer table in MS Access , as "Customer ID is of 8 characters, the first 4 are alphabets and the last 4 are digits"
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Dec 11, 2013
I have a Table Sales - that lists customer and order information
Most of the customers are new - is there a way to populate Customer Name Table with a new entry each time a new customer is input into the Sales Tale
(Without having to add the custome to Customer Name Table - then going to Sales Order)
OR
Failing that - is there a way to use a list box that points to Customer Name Table (and if it doesn't find the one you want, will allow you toadd a new record) In the SAME form as you use to add to Sales Table.
So:
Date (textbox linking to form.Sales) Customer Name (List Box linking to form.CustomerName + adding the info to form.Sale)
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May 24, 2013
I have a volunteers database but some of the volunteers are working at multiple sites - how do I achieve this in access - they are appearing as multiple records at the moment
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Oct 5, 2004
I am having problems with a customer care type database. I used VBAUNBOUND to update information from one table onto a form.
If you select the combo box on the form, it reads the info from the one table, and updates 3 other text boxes in the form, but it doesn't update the main table in the database.
Tables:
Contacts - Customer problem details
tblcustomer - Branch details
Query:
qurycustlisting - Reads info from tblcustomer (used in form Contacts)
Form:
Contacts - Manually input details. Select branch name in combo box (reads from query - qurycustlisting) and then updates the rest of the branch details on the form. But the info insn't updated into Table Contacts
Pleas help
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Jul 13, 2012
I am assigned to create a customer quote database for our company. Now it is in excel and already have 40,000 records and increasing average 25 records everyday. The way they want to send quotes are:
- The number of items in the quote are varied from 1 o 15.
- Each item has six different prices, depends on the order qty and want to mention in different adjusent lines.
- Each item has different delivery time depend on order qty.
- Company's sales Terms and conditions need to be printed at the end of each quote in separate page. (two full pages)
How do I create the table to accommodate all these fields? Is it possible to accommodate all items/sub items in one table under one qutoe id. I have customer table, product table etc ready and little confused to create the Quote table.
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Sep 28, 2012
The user wants all the non-basic functionality of the ribbon hiden. To accomplish that by doing the usual stuff:
File >> Options >> Current Database >> Allow Full Menus (unchecked)
Everything worked as expected, but we came across an issue. The user needs to open a report in "print preview" and they need to be able to export their report to excel. The "print preview" ribbon tab is there, but it is not showing the "Data" area, where all the export options are.
How can I do this without a costume ribbon?
Maybe there is a way of manipulating which areas of the ribbon/tabs/areas/controls are enabled from VBA?
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Apr 15, 2008
Hi...I'm having issues.
I have a project trying to manage some patients.
I have a table with all patient information ~1000 patients. However, not all patients will be case managed. I have another table where I will add all the patients that need to be case managed ~ 100-300 patients. I'd like to be able to autopopulate the 2nd form (the case managed patients) by selecting the Patient ID.
I'd like the patient ID to pull the patient info from the 1st table and populate it into the 2nd table.
Same for physicians. I have a physician file with around 2000 physicians. I'd like to type in the physician ID in my form and have it pull all the demographic information for the physician and populate those fields...
Any thoughts? I am sick of cut/paste and retyping all this info that could easily be pulled for seperate existing tables.
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Dec 24, 2011
I have a DB set up with a debtors table (Customers) and a Customer Contacts table, I was thinking of combining these two tables into one.Most of the Debtors are companies, but a few are actual people. With the current setup, i need to have both a debtor and a customer in two different tables, but with exactly the same data.
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May 20, 2015
I have a fully functioning login screen with a combo box for name and a password box. It also has an option to create a new user or exit the database. On my main form I want the employees to have to log out of the database as opposed to close it out. How would I go about this? Also I need tracking login and logout times for each employee.
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Sep 28, 2012
I linked table rawdata from a database called competitor from a ODBC Database. I run a query with to make a table with a criteria where it retrieves roughly 10 columns with 719,000 rows. And it gives me this error.
(Cannot open database". It may not be a database that your application recognizes, or the file may be corrupt.
I asked the creator of the database and they said the database grows automatically and it was created with the same Access version as i am using to run the query.
Also when I do a RUN without creating a table and just selecting and displaying the data it does not give me any issues.
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Aug 10, 2015
I have an option button for a field [Fully Paid] (Yes/No) in my LoanT and i want to know if it's possible for my database to automatically choose an option depending on a calculated field
(Calculated field from another query) = [Outstanding Balance]
Say... if [outstanding balance] is = 0 or negative (refundable), then Yes should be On, if not it should remain No/off so that i wouldn't have to go over every record and manually choose the option
The option button is very useful when i want to display loans which are Paid and/or still active. How do I go about this?
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Mar 14, 2008
I’m really stuck on how to create: Check Boxes/Option button/Option Group in VBA.
Could someone help on either all of them or some of them please?
Thanks
Richard
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Aug 18, 2006
I am using an Access database for a foreign language dictionary project.
One of the forms I use is populated by a query (qryLemmaTable) to retrieve information from tblLEMMA.
This form works precisely as I intend it to work, but there is a glitch on it that is driving me mad.
The form in question has an option group with 11 radio buttons that correspond to the parts of speech associated with each word in tblLEMMA.
When I click on the button optAdjective I apply a filter and the only records that are displayed are adjectives. (The same applies for Nouns, Verbs, Prepositions etc.)
Here is the glitch: even though the radio buttons apply the filter correctly, no “black spot” appears in the button. Other signals on the screen let me know what word type is selected, so I can accomplish what I want, but I want the “black spots” too!
Perhaps this will be a clue: For each radio button I use the following code in the GotFocus event.
Me.FilterOn = False
Me.Filter = "wordtype = 'A'" ‘(or N, etc)
Me.FilterOn = True
And this for the Lost Focus event
Me.FilterOn = False
Thanks for the help.
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Aug 22, 2005
Hi
I've got an Option Group with 3 options; Yes, No and Future.
I also have a range of Check Boxes; 1 for every day of the week.
When one of the check boxes is selected I want the Option Group to change to Yes.
Currently, the Option Group defaults to Future and No will only be available by manually selecting it. This doesn't need to be changed.
Any help will be greatly appreciated!
Cheers
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Jul 25, 2007
I'm trying to create a database from a pretty large survey. The problem I'm having deals with some questions having the option to "select all that apply." For example, one question deals asks, "What conditions did this patient have prior to admission? Select all that apply" and below 30 or so different medical conditions. Then below that, another question might ask, "What procedures were performed after the patient was admitted. Select all that apply" followed by another large list of procedures. And below that a question asking about all possible drugs a patient was given.
So, I realized because of the "select all that apply" option, I had to list out every condition, procedure, drug, etc, as a separate field with a yes/no option. So instead of having a field that said "medical_conditions_prior" with hypotension, chf, diabetes, etc. as options, I had to create fields for each conditions, such that my fields were "medical_conditions_prior_hypotension", "medical_conditions_prior_chf", "medical_conditions_prior_diabetes", etc, and the options were "yes/no."
However, I recieved an error message saying I had two many fields. So I changed my approach and tried to create a primary table and then a table for each survey question that had "select all that apply" option. So, in my primary table, I would have a field that said "medical_conditions_prior" with a yes/no option. And I would create a table with all the medical conditions with a yes/no option. But, I have no idea how to correctly link these tables, as there are no two fields in the table that match, such as a primary table organized by novels and a secondary table organized by authors, but still having a novels field.
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Jul 25, 2013
I stumbled upon the Option Group function just yesterday and, happy as a clam, I created a group with 2 options in radio button style. I assigned the values to a field called Registration_Type as the 2 options are "Confirmed Registrants" and "Prospective Attendees".
[Great. That part works well. When I look at the table, a 1 or a 2 is in that field so it's great to know how to control accidental ticking of radio buttons (previous 450 records or so didn't have this option group functionality so one might easily tick one of the buttons. So one part of controlling option group I know I can handle via the table itself for now.]
The challenge is how to ensure the user always ticks one or the other ... I went back to the main table and tested the 'required entry' option for the Registration_Type field but forcing an action like this is not ideal in my mind. The usual error message vagueness for the average user is no good and I don't want to limit the user so much.
Is there a way to simply have a popup come up warning that neither radio button was ticked? Perhaps something linked to the form - i.e., maybe "after update"?? I only learned about attaching code to before and after update on controls a couple of days ago, so not sure if this would be best approach.
Just something to let the user know that nothing has been ticked in the option group as that controls in which of 2 reports the data will show up in so any record not ticked might mean a registrant being left out, which would be rather disastrous <g>.
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Sep 3, 2005
Hi,
I'm creating a db for customers and each customer can have many service orders.
In the customer form I have two buttons, one to create a new service order and one to open existing service orders.
Both buttons work as they are supposed to although I am doing this with custid, so both the customer and serviceorder tables have a field called custid and when the button is clicked to show existing service orders it matches both custid's and shows the corresponding records. However it onlt works at the moment with me manually entering the custid in the field in the serviceorder table. When a new service order is created I need the custid to be entered in both tables.
I hope this makes some sense, any help is grately appreciated!!
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Nov 1, 2005
Hi,
I currently have a "customer" form (which displays client details from a table - name, address etc) I would like to add history comments for each customer.
Does anyone know how i would go about doing this.
I image i could press a button on the current "customer" form that will open a history form which after typing a comment would be displayed on the main "customer" form, with date, time and comment.
I would obviously be able to add lots of comments to each record.
i would be greatful for any kind of help
Regards
Chris
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Aug 14, 2006
Currently my design consists of a table for customers and a table for suppliers. At first it seems logical. Or so I thought!
As my design is evloving I have noticed a problem. What if a supplier calls and says "I want to purchase a..." they then also become a customer!
Obvoius I know but do I leave the design (attached) as is or disolve the supplier table and then just add one field called [CustSupp] and have three options to choose from "Customer", "Supplier" or "Both"
I could then base any other forms like the [FrmCustomers] on a query that looks at the [CustSupp] field and has a Like "Customer" criteria
Whst is the best method. Any advice greatly received.
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Nov 27, 2006
i cant do this.. its too long..
basically i have a job table and a person table..
jobid, job date, job details....
personid, personname, person details...
the job table needs to store who BOOKED the job, and who was the PASSENGER in the job.
i want to use the person ids in the job table..
im having trouble here with the whole relationships and forms..
i need my user to be able to simultaneously add a booker and a customer to the person table and assign them both to a job and i dont know the best way to do it..
a few rules
job1 can be
booked by person 1
have passenger as person 1
job 1 can be
booked by person 1
have passenger as person 2
also the booker and/or passenger may be unknown.. which is why i want to create an unknown person in the person table.. with id 1 for example.. and anytime the booker or passenger isnt known my user can just type in id 1
someone help me.
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Jan 22, 2008
Hi There,
I have created this query and i want to return the top 5 suppliers per LOB. It is returning something but it is not the top 5. I want to limit only to return the top 5. Pls. help and thanks. See attached file.
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Jul 16, 2005
Thanks in advance for any help with this situation.
I have a table that contains all my customer information. Name, address, phone etc. The primary key for the table is an account number I assign to each customer. I am trying to make a section on my form where it displays a list of each interaction I have with my customer. A date and an interaction or case number. I made a second table with the same account number as a primary key to link them.
I have a tabbed form, on the first tab is all the information from my first table (name, account number, address phone etc.) and on the second tab I want to display the interactions for only the customer who's account number appears on the first tab of the form.
I tried putting a subform under the second tab, when I scroll through to records on the first tab, the interaction records for that account number do not appear on the second tab subform.
Any idea of how to do this?
Thanks very much,
Siirous
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