Client Records/Table: Creating A Pop Up?
Jan 25, 2008
Hi,
Firstly, I apologise if this has been posted before. I have done a couple of searches of the forums, but can't find what I'm after... and being new to access, I'm finding it hard to know what exactly to look for. How to even explain what I want is difficult!
I am designing a database for the clients we deal with a work. It started out as being a database of 'post' and correspondence, so the Idea was, we'd have a databse of all the clients... and by selecting their names, it would bring up a list of all the letters that have come in for them. I have managed this part fine - probably basic, but fine.
What I would like to do, is expand it to more than just 'letters'. Each client has done a particular 'work' with us, and each client has particular details that are unique. For example, a client will have made certain transactions through a bank account.
I hope to be able to click on a client, and have a screen or page pop up with details and comments about that particular client. I have tried hyperlinking but that doesn't really produce what I'm after. For example, I tried creating a "report" with a page for each client, so that I could have comments for each client - hyperlinked to the table. But all it does is link to the "whole report" and not a particular page for a particular client.
I'm sure this is sounding really confusing:
I have a client named "Peter Litman". His name and details are within a "client" table (listing all clients). I hope to be able to click on his name (or row) and bring information (comments, details etc.) about him. I thought this could be some sort of "pop up", or link to a special page. ??
The same would then apply with all other clients.
Any ideas? questions?
thanx.
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Jan 17, 2014
I have a table with duplicate records (which is ok) and I want to return distinct data for each client.
It works fine when there is only two fields returned however, when I add a third field to the query it no longer returns only the Distinct records - I am getting Duplicates returned.
I.E
SELECT DISTINCT tblClient.ClientNo, tblClient.Name
FROM tblClient
Works fine with only the Distinct records for each client returned
However
SELECT DISTINCT tblClient.ClientNo, tblClient.Name, tblClient.Address, tblClient.OrderValue
FROM tblClient
Now returns Duplicates!
Is there a limit to the number of fields to be returned using DISTINCT or what else could be the problem? Should I be doing this some other way?
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Oct 16, 2012
I am creating an employee database for a client. The employee table has a performance column for each employee, and my client wants to be able to choose from four performance codes - Excellent, Good, Average, and Poor. They want to choose these descriptions instead of typing them in each time. How can I make this happen?
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Dec 8, 2013
I want to create tables with clients and another table to populate multiple orders for each client. How these tables will look like and how to create one to multiple relationship.
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Nov 9, 2005
Hi all
Brand new on here and desparate for some help and guidence.
So far with Access I have just used it as a store of addresses to mailshot prospective clients.
However, I now need a more complex database and this is where you might be able to help.
First things first, most of my clients are in universities. This means that I can be used by more than one person in more than one department at a university.
Does this mean I need to do three tables:
1/ "University Details" which gives the address details
2/ "Department" storing the departments of the unis we work for
3/ "Client" Name of the client(s) in that department.
After this how do I link them?
Thanks
Razieluk
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May 23, 2006
Hi guys. I am trying to help a client regards an un-supported access database. They have a DB that is shared across a network (only have experiance on database on single client, never set up security etc....). The DB is installed on the Server.
The DB is access via a mapped network drive. The Database folder contains the following files:
MKC Clients_Quesries.mdb
MKC Clients.mde
MKC Clients_.des
On one machine the MKC Clients.mde is launched and 1086 records are visible. On a second machine the same MKC Clients.mde is opened but displays only 977 records?? An I missing the obvious?
Any help appreciated, she is a nice lady!!
Phil.
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Sep 28, 2006
I think this is a pretty simple thing, but for some reason I'm lost.
I need to add a number of records to a table.
The user would input a starting record number and ending record number (ie 60000, 60003) and access would create those records with the record number field populated with all the values, in other words, it would create 4 records 60000,60001,60002, and 60003
any ideas how this can be done? I'm thinking a query, but it might require coding of a for...next loop???
Thanks in advance for the help
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Jul 4, 2013
I have a database that was created by a colleague. They have created a form for adding client records onto the database.This is done via a button that, when pressed, checks mandatory fields for correct entries and then saves the record.However, when we do this, it is creating two identical records on the database.
She cannot see what she has done wrong in the code, and I know next to nothing about coding,
Code:
Private Sub CmdAdd_Click()
Dim dbAddClient As DAO.Database
Dim rstAddClient As DAO.Recordset
Set dbAddClient = CurrentDb
Set rstAddClient = dbAddClient.OpenRecordset("ClientInfo")
[code]...
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Mar 6, 2008
Hi i hope someome can help. I am importing a data into a table, records are being rejected as they should due to validation rules. However access is not creating a table of rejected records. What am i doing wrong.
Thanks for any help
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Oct 8, 2012
I am trying to put together a database that tracks individual clients and what products they selected for a finance company. I have setup the CLIENTS list but because each client will have different (and multiple) services I wanted to add the SERVICES list as a separate item and then link each product to the individuals that each record relates to. There may also be two clients on the one product so again it would be ideal if the product (i.e a Home Loan product) was setup in the SERVICES list, and then I could link One or Two clients to that individual mortgage record using their data which is stored in the CLIENTS list.
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Aug 2, 2013
Table name: Items
Field: ItemName
Form name: Frmpayments
when I open the above form, it should create texts boxes on "frmpayments" based on how many data available in "Items" table under "Itemname" field. It'll be even better, if it can put those item's name in each text box it creates.
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Apr 21, 2014
I have been looking around for a while now to learn how to show in a subform similar records from the same table, and a way to link them together.
I work for a mental health organization and we have a call log database that we create a new record every time a person calls us - this allows us to track the outcome of these calls. Over the last 3 years we have about 10% repeat callers. I am trying to find a way, when creating a new entry, to see if this person has called before, and if they have, link their past contact (record) to the new contact (new record).
For example.
Caller: John Smith (555) 555-5555 (this is the new record)
in the subform, a list would populate all the 'john smith' records with an option to link or attach them to the new record.
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Mar 23, 2008
Hey guys,
OK, your gonna have to bare with me a little bit as its hard to explain and if any VB is given please add a few annotations as I have to explain everything i do in a report (doest have to be too detailed, just to make the code understandable :) ) and if it needs better clarification feel free to ask :), but basically, I have the following relationship set up:
http://img512.imageshack.us/img512/3246/relationnshipswd9.jpg
At the moment, because of the way it is set up, I cannot create a record in the transactions table unless an income record is given for it (because tb_income (one) to tbl_transactions (many)) but the way I want to work is as follows:
If you have a look at the tables tbl_transactions and tbl_income and their link. The way I want the system to work is when a new transaction is made, a new income record in the "tbl_income" table would be made with the date (in tbl_income) being the date at that particular time and all transactions created on the same date would all go in the subdatasheet for that one record created for that date; and if another transaction is made on an alternate date (say 00:00am of the next day) another income record would be created automatically with the date being of that particular day etc.
My other problem im facing is that everytime there is a transaction created, I want the stock level(s) field of products in that particular transaction to be decreased by the quantity purchased of that product but i have no idea how to do so
Any help?
Thanks a lot in advance!
Daniel
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May 28, 2013
Using VBA (in Access), what code should I use to check if a client name already exists in a table.
Say, client name is "Smith", my table is called tblClient and the field name in the table is called fldClientName.
I just need to do the check, that's all.
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Nov 23, 2013
The Setup: There is a clients table, a property table and a jobs table. Each client can have multiple properties and there can be multiple jobs done on each property.
The form: I created a form that uses a drop down to select the client, once the client is selected the subform shows the properties for that client. I can navigate through the properties to select any of the required properties and on this same subform, there is a button to open the jobs related to the property selected.
The problem: The form and subform work fine. The last form (the button that opens up the jobs) works ONLY IF there are records available. If there are no jobs for that property, it doesn't allow me to enter a new record. I'm pretty sure that the issue is because the jobs form has a query record source that uses all three tables linked (I'm pulling the clients name from the clients table and the property name from property table).
What I need is some vba coding to check if the recordset is empty and if it is then add this entry. Also, I'm not sure if this should add this code to the button or on the on_load of the jobs form.
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Mar 10, 2015
For my database the business has Clients who they conduct Needs Assessments for, but they only conduct 3 needs assessments. I have a Needs Assessment table with Client ID as the foreign key. how I can limit the number of times a Client ID shows up in the foreign key field to three?
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Mar 12, 2006
hi everybody,
great resource you have here! my employer is tracking around 250 pieces of data for each client at our facility. i am making a new access system based on their existing mysql database and web front end. before i start messing around with forms and reports, i want to see how well this existing structure will work in access, and what kind of approach i should take. i am a newbie with access, but lots of experience with asp/mssql/php/mysql. making web forms is so time consuming that i figured i would be best off moving the whole thing to access and starting from scratch.
client information is stored in eight tables. each table has around 30 fields in it. the first table has a primary key autonumber, and the other seven tables have foreign keys with unique constraints that point back to the first table. that is, for each client record in the first table, there can only be exactly one corresponding record in the other tables.
i did some data massaging, and got the eight client tables into one big table, but the resultant table has almost 250 fields in it, and access doesn't seem to like working with tables that big. so i am thinking that it is best to leave the eight tables separate, but linked in one to one relationships.
i was kind of ideally visualizing a form with eight tabs so that i could edit/update all of the information from the eight tables rather seamlessly.
my question is: what approach to table structure will best suit my needs, and what approach should i take to add/update/delete the info with forms? will i need to do vb for this? any good one-to-one example databases anybody could point me at?
thanks a million,
harry doyle
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Nov 15, 2012
I am trying to create a table which would include financial data, by year, by client. For example:
Client #1
2009 2010 2011
Revenue 5000 10000 1200
Expenses 2000 1000 700
Net Income 3000 9000 500
Client #2
2009 2010 2011
Revenue 5000 10000 1200
Expenses 2000 1000 700
Net Income 3000 9000 500
Etc.
Should I have headers as such:
Client #, 2009Revenue, 2009Expenses, 2009NetIncome, 2010Revenue, 2010Expenses, 2010NetIncome, 2011Revenue, 2011Expenses, 2011NetIncome
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Sep 23, 2013
I need to update a table at a client's site to change a couple of fields, and would like to be able to send them something that they can run on their end to perform an insert query.
I cant update the tables via RDP etc. because the database needs to be in Access '97 format, and they all run access 2003.
I also cannot get them to send me the file for updates since it needs to be online basically 24/7.
Is there any way for this to happen?
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Jul 1, 2013
I have a table called Client Info which stores the clients name and their requirements (Gas safe etc). And I have a table "Job List" where i select from a drop down menu the clients and it auto fills all the requirement check boxes based on what is stored in the Client Info table. However I can't get the code to work.
Private Sub Client_Click()
[job_list].[Gas_Safe].Value = [client_info].[Gas_Safe].Value
End Sub
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May 24, 2005
Hi
I wonder if anyone can help. I attach a table that is a material list (27000 records). When I add a new material I want to be able to see the last part code I created for a particular supplier.
For example C001, C002 and C003 are for a supplier company called Chapters so I would scroll through the combo box search list in the form for the last one and create a new record called C004. The problem is that E00001, E00002 for a company called Edwards supplies 20,000 items so it's a long way to scroll through to create a new part code called E20001. How can I show in the form what the last part code is for each Supplier?
I attach the form and table as I'm not very good at explaining this, although I have had to delete approx 20000 records as the database was too big to be posted. Any advice/help would be greatly appreciated, many thanks
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Nov 23, 2005
I have a database in which i keep track of my books collection. Amongst my tables i three of them are:
tblBooks - main books table
tblKeywords - where i store keywords (such as "database", "programming", "web development" etc)
tblBooksKeywords - to create a many-to-many relationship between the above two tables.
Now in tblbooks i have about 270 records (1 per book). Now for each book in this table i would like to create a record in the tblBooksKeywords table to add a the keyword "Computers" to each book.
i.e.
Book1 - Computers
Book2 - Computers
and so on till Book 270
Now rather than i do this manually for 270 records is there a way in which i can create these 270 records automatically ?
Thanks
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Nov 11, 2004
Hi, im having a problem with shring my db over a networkt,
as far as i understand access 97 locks a page (2k) of records when a record is being edited,
does anyone know a way in 97 how i can get access to lock ONLY the EDITED record and not the page?
in Tools/Options/Advanced i have "edited record" locking clicked and each form locks only the record edited but its still locking the page, i know there is "record level locking" feature in Access 2002 but not in 97, is this possible?
thank you
Scott
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Oct 15, 2007
Hey all,
I have two records for a list of employees: start date and end date. I want to create a query for the top 5 employees who have been employed the longest (and are still currently employed, so end date should not exist for the top 5). How should I go about this using a top values property? thanks.
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Jan 23, 2013
I have a simple database with 2 tables, students and progress. I need to set up my database so that when I create a new record for a student (using a form I've created) it automatically creates 4 new entries in the progress table using the ID I have generated in the form and a task number (1-4) for each of these entries.
Additionally, once all tasks are set to complete = true, I need to set the field "all tasks complete" to true. I'd like to do this all without vba if possible.
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Feb 3, 2007
I've got myself a little stuck!
I'm trying to create a database for our new theatre group. I've created a table for membership details (ID, Name, DOB, Address, etc.)
I want to create an attendance register - kind of the way a school register looks, so it will show on screen like a spreadsheet (names down the left-hand side, dates of the sessions across the top, and a grid for the attendance codes).
I know I could paste the membership details from Access to Excel and use a spreadsheet, but I'd like to keep it all together.
The attendance codes don't just contain present or absent, I would like to keep a record of payment 'P' or on holiday 'H' etc.
I'll keep searching and scratching my head, but any help would be appreciated.
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