Forms :: Add New Customer Form?

Apr 18, 2013

I am having problems with my frmAddCustomers. I have a qryNewUserNumber which works. I want the number generated by this query to appear in my unbound text field(txtNewNumber) on the form. Nomatter what I try it does not seem to work. Currently I keep getting a #Name? error

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Forms :: Button In Form To Open Different Form And Chose A Customer Based On Last Form

Mar 26, 2013

Basically I have a Customer Form, which I have a New party button on it,this button opens up the party form to a new party, what I would like it to do is open up a new party but make the new party for the customer I had selected in the previous form.I have tried the GoTo macro's but cannot seem to get it to work.

I am thinking on clicking the button it will need to get the Customer ID, and then open the party form, create new party, and paste in the Customer ID, which then updates the Name - Date - Address - Company Fields.

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General :: Create Check On A Field (customer ID) Of Customer Table In MS Access?

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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Add Customer Name Into Table Each Time Unique Customer Added To SaleTable

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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Combining Customer And Customer Contact Tables

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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Forms :: List All Records With Same Customer Name

Sep 11, 2013

Is there a way (via the form) to search for all the records that have the same customer name and have that list show up so the user can select the exact record s/he needs?

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Forms :: Create A Unique Customer ID

Apr 4, 2013

So I have this field in a form/table called "CustomerID". This is to be an ID number for our customers that includes the first four letters of their last name (LastName field) followed by four digits.

This ID is created when a button is pressed in the form. After that, code needs to grab the first four letters of the last name (LastName field in the form and table) and then go to the Contacts table and see if there is already a CustomerID that starts with those four letters. If there is not, then the CustomerID will be those four letters followed by "0001". If there is, it needs to be those four letter followed by the next number sequence that still does not exist for those four letters.

For example:
First four letters of last name = zabo
Check to see if those four letters exist in CustomerID returns negative then
CustomerID assigned = zabo0001

Another example:
First four letters of last name = zabo
Check to see if those four letters exist in CustomerID returns zabo0001 and zabo002 then
CustomerID assigned = zabo0003

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Customer Log Sub Form

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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Using Customer ID To Autofill New Form

May 9, 2005

I have a table with customers details(Address Etc) but there is too many for me to use a combo or list box so i would like to use a text box.
Here lies my problem.
What i need is to be able to enter into a text box on form1 the first few letters of the customer ID no and this will open a hidden subform that will list the customers with those first few letters.
I then want to be able to select one from the list using the number keys and once i press enter it opens another form(form2) with all the customer information already inserted into the text boxes on form2.

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Forms :: Combo Box Lookup - Edit Customer Information

Apr 24, 2013

I have a sales form that contains a combo box lookup to tblCUSTOMERS. It allows me to select a previous customer if that person is already entered into the system. If the person is NOT in the system, a form pops up to add the customer into the table.

What I need to know is, if the person IS already in the table BUT their address etc. has changed, what is the best way to get to that record to edit it? I'm THINKING a button with a command to go to that customer's profile.

What is the code to open a form to the customer selected in the drop down.

the customer name field is CUSTID

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Forms :: Enter The Docket Number To Retrieve Customer Information?

Mar 12, 2014

I am working on a database for a Skip Delivery Company, I have all relevant tables and Forms done and can add customers and so on. I have a field name in my Skips Delivered table called Delivery Docket which contains a long list of customer dockets. What i want to do is, be able to retrieve all customer information (such as Customer Name, County, Location, Phone Number and so on ...) on my Skips Delivered form by just entering the docket number on that form. I'm thinking i need an SQL Statement somewhere?

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Forms :: Updating All Of User Controlled Fields In Customer Table

Sep 23, 2013

I need to create a form that automatically populates Dealer_ID in my Customers table when a user selects Dealership from a dropdown box.

The form is updating all of the user controlled fields in the Customer table as the user inputs the information. I have a separate Dealership table who's Primary Key is Dealer_ID where dealership information (including the dealer name) is stored. A one to many relationship is in place that connects Dealer_ID from the Dealership table to the same field in the Customer table. The user inputting the information will know what the dealership name is but will not know their ID. I need a solution that will allow the user to select a dealership name in the form and auto-populate the Dealer_ID field in the Customer table with the appropriate ID from the Dealership table.

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Forms :: Duplicate Record Created Each Time In Customer Relationship

Sep 14, 2014

I am creating an access database for recording calls and follow ups for a company

relevant tables
mst_customers
card_call

ID from customers and customer_id from card_call have a one to many with all records of card_call

Although its more elaborate than this, lets get down to the problem

I created a form with a subform that should basically allow selection of customer and based on this, the creation of records in card_call as per customer selected. form and subform are linked by customer_id

Everything is working except a peculiar issue where if i select a customer_id it shows all relevant records + an additional record (usually 1 or 2) that just changes the customer_id for that record.

Example

customer_ID = 2 (combobox bound to column1 and showing name/column2)

output
call_ID | Customer_ID
1 | 2
2 | 2
3| 2

changing customer_id to 4 will change to
1 | 4
(new) |

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Modules & VBA :: Create New Counter On Customer Form For Each Day

Apr 6, 2015

I need Create a new counter on my Customer form for each day, using an Autonumber and print it

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Forms :: Display Appointments For A Dentist And Click Customer And View Their Teeth Details

Feb 1, 2015

I am creating a dentist booking system and i need some way to display appointments today for a certain dentist and then from their to click the customer and view their teeth details that the dentist will use to update...

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Customer Db

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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Customer History

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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Customer & Supplier - What If They Are Both?

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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Using 2 Customer Ids In One Table

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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Customer Database

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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Top 5 Products Per Customer

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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Deleting A Customer

Apr 15, 2005

I currently have four tables:Customer, Timepurchased, Ideas, and Projects. Is it possible to have a form or something that would allow me to choose a customer by their email address(which is the unique identifier in each one) and delete them completly from the db. Thank.s

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Customer Returns

May 17, 2007

Hi, I am new to access and have just started to build our first database. We are an engineering company who sells automotive components. I have set up the database to process customer orders. Some of the products we sell are remanufactured and sold on an exchange basis. So, once a unit has been sold at some point in the future the customers original unit comes back to us to be remanufactured - but this is not the case with all products we sell.

The exchange units are booked in using a tracking number and then given a unique reference number. I want to create a database that enables me to book an order and be able to enter a courier tracking number for the old unit when a return is required. The tracking number is given to us by our couriers. I want my staff to be able to enter the tracking number and the original customer order to then appear, they then need to enter the unique number given to the return unit.

The problem I have with this is that the exchange unit is normally returned weeks after the original order was sent, and that not every product requires an exchange. Is there a simple way of dealing with this?

Any help is much appreciated

Thanks
Rebecca

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Sample Customer Satisfaction DB

Jul 15, 2005

I checked the sample DB section, but could not find what I am looking for: a anonymous customer satisfaction database. Just a shell I can build upon. Does anyone here have anything similar I might be able to use?

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Customer Database Tutorial

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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HELP! Customer Database, Quotes, Etc.

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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