General :: Link Two Separate Clients?
Apr 9, 2013
I'm creating this database for a claims management company. Yesterday I learnt about making a many to one relationship between the claims and clients tables.
Turns out its more complicated than that. Since I'm dealing with claims, a person may add their partner as the second claimant. (usually the case in mortgages)
So where parties A and B are in a relationship:
person A may claim on their own
Person B may claim on their own
Person A may be the primary claimant and add person B
or conversely person B may be the primary claimant, adding person A.
The end goal is to automatically fill in a financial form (making use of a mail merge). So from what I know I think this means:
that grouping them as one contact is not going to work as I need them to be able to do a solo claim, and also I will not be able to easily change around who is the primary or secondary claimant, which will then carry over onto the mail merge.
So I think this means I need them as two separate contacts. However, I don't know how to create a link between them to easily add their partner to a claim.
Would this also mean I need a many to many relationship between clients and cases.
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Jul 3, 2013
I have a table that contains clients. There are a few select times when there will be one client organization but I will need to have two entries--say when one department has a separate contact & record of events than another department.
In most cases these separate departments can be treated as entirely separate clients however in some ways they should be counted as one--such as when counting the number of clients that we serve.
What is the best way that I can accomplish this?
My current idea is that when this situation arrises I have some type of command button that will create a new client record in the table, copy the information from the first record, then I can change it as need be.
I don't know if this is possible, how to do it, and how to set up queries that will recognize the two entries as one record. I don't even know if this is the best way to do it
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Jul 2, 2013
We have a split ACC2010 database, with the back end on our server and 5 front ends on 5 client PCs. I hadn't run a compact/repair on the back end for months. When today I tried, I got the 'database is locked' error. The lock file showed 'Admin' logged on at all 5 clients. The front-ends had been closed on all 5 clients. We do not have a user called 'Admin'. Because my issue occurs for all clients, it might be caused by some sort of programming error in the front end.A VBA bug (implicit comparison to a control in an If .. Then construct) caused this type of behaviour but was resolved in Access 2007.
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Sep 17, 2014
I have a requirement to send a email to individual clients via my access database 2003 . I am using the email address of the client in the current open form . I then created a query using the id to filter that particular client, this query then becomes my record set.The content for the email is held in a .txt file , On my c drive . Every things appears fine however the fonts that I select in the .txt file are not being use in the actual email body. I created a word document with my preferred fonts and copied and pasted them into the .txt file but on sending the email the selected fonts do not appear.
I have attached a demo of what I am trying to do . To test enter your own email in the email address field of the form . Note the .txt file is on the C:/ drive.
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Nov 28, 2012
I would like to separate my list box in two categories.Indeed it is composed by 2 types of criteria but arranged in the same List box (I can't create another List box, it's forbidden).how can I proceed?I've thought to insert a dash but it has to appear all the time and I don't know if it's possible to do that.
I've also thought to enter a title IN the list box above each category but it has to appear all the time too..when I click on one item in the List box it becomes highlight.May be code the 2 titles I could add for being always selected (highlight).I don't want to have to select the 2 titles every time!!!
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Jan 27, 2015
I'm building an application in MS Access 2010.
This application must be able to read from a big table in a separate accdb.
This separate accdb contains info that should NOT be available for all my users to copy, as it is valuable competitive information that could be abused by people with bad intentions. So, a linked table solution is not an option.
However, it should be possible to run parameterized queries that do simple look-ups that return only small/relevant portions of the database.
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Aug 14, 2014
I have a table tblItemSold
ItemNum Date Sold
1111 Aug-10-2014 25
1111 Aug-9-2014 24
1111 Aug-8-2014 23
2222 Aug-10-2014 11
2222 Aug-9-2014 12
2222 Aug-8-2014 13
3333 Aug-10-2014 5
3333 Aug-8-2014 3
I want to write a query and transform above into
ItemNum Aug-10-2014 Aug-9-2014 Aug-8-2014
1111 25 24 23
2222 11 12 13
3333 5 3
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Aug 19, 2014
The problem is I need it to be only editable by 1 user, but allowing multiple other users to access it and view the records- just not able to add/edit/delete them.
The other question I had about the Split database would be- Does having a split database mean the data needs to be updated in 2 tables or am I taking Splitting databases too literally?
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Mar 5, 2013
I have a query that holds info for a WORK ORDER FORM. E.G The work order requests 3 staff member.
Is there a way to have a separate table or query split this quantity into three rows so i can assign an employee to each request?
I sometimes get requests for 20-30 staff and dont really want to add lines manually.
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Jul 27, 2013
I have an A2007 database used for time and billing. As time goes on I've had to add more forms and especially more reports. I feel the because of all these "additions" the FE is getting a bit bloated, something like 2.2MB right now.What I want to inquire about is the possibility of moving at least some (if not all) of the forms and reports to another FE and can this be done without having to move tables and/or queries?
The navigation pane is "hidden" from the users so they don't see all the tables, queries, forms and reports but some are smart enough to figure out to "unhide" the navigation pane.Concerning the forms; there are certainly some forms that I do not want other users to open out of curiosity, or for whatever other reasons they might have, so these I would want to move. The same basic reasoning would apply to the reports.
My thinking would be this; move a particular form/report to a separate FE that merely acts as a "bucket" to store the form/report. Clicking on the control in the main FE would open the form/report stored in the other FE using the tables and queries in the main FE.can it be done without having to re-write a bunch of code? I know I can add code so certain controls aren't visible to certain users but I've not found a way to permanently lock and hide the navigation pane.
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Sep 24, 2014
I have the need to put a separate image per ID on my table/form or a separate link to an image I can put an image on my form but its does not change when I change my clients its the sam e all the time, I have tried linking to an excel book but for some reason it will only show 10 fields, (and it is linked).
I don't mind creating a standard windows folder with my images in but would need to be able to link to each one from my form.
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May 24, 2013
I am trying to import several hundred records into Access from a txt file but I can't find a way to separate the file into individual records. A portion of the file is given below:
'C Olive Teece', 'Census, 1940', 'birth: 1919 New York', 'residence: 1940 Ward 4, Canandaigua, Canandaigua City, Ontario, New York', 'spouse: John H Teece', 'parents:', 'children:'
'Edith Teece', 'Census, 1940', 'birth: 1888 England', 'residence: 1940 Smithtown Town, Suffolk, New York', 'spouse:', 'parents:', 'children:'
'St Clair Teece', 'Census, 1940', 'birth: 1867 Pennsylvania', 'residence: 1940 Ward 3, New Castle, New Castle City, Lawrence, Pennsylvania', 'spouse:', 'parents:', 'child: Edward C Teece'
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Jan 29, 2015
Whenever I create a combobox, Access asks me if I want to grab the values from another table, or if I just want to manually input the possible values.
My question is: is one of the two solutions "better" than the other?
Let's imagine I am creating a Form where I can create a new Contact, and in a listbox (with multiple selections allowed) I want to list the possible character traits, so I have
- Funny
- Annoying
- Smart
- Interesting
- Good-looking
- ...
I think that if I need to store in the Contact records these possible traits, I will have to create a Many-to-Many relationship (therefor creating a junction table) between Contact and Traits.
On the other hand, could I do everything without grabbing values from an extra table and directly inputting the values in the listbox? How would these elements be stored in the Contact record if I allow multiple values in one single field?
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Jul 30, 2014
I need a simple audit capability
I have a table (Called Master Active List)
I have an empty duplicate of it called History of Master Active List. (Identical fields, with the addition of a distinct ID (primary key)
I have a form where the master can be changed (Called customer details)
When any change is made I want to post the whole record to the history table
1 - Am I correct I no longer need a form based one,(office 2013) and can do one on the data table itself?
I want to capture everything, can this be done with a wildcard, or do I need to go line by line?
The master table has a ton of fields.
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Aug 18, 2015
I have imported an Excel table with a column which has several values in one cell separated by "". In my case names of institutions afiliated with a patent. Example of the format of a single cell: MASSACHUSETTS INSTITUTE OF TECHNOLOGY (US) RIVE TECHNOLOGY INC (US)
In order to normalize the Access database I would like to extract the institutions to a separate table (institutions) and that the patent is related to both institutions.
I am using Access 2007.
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Aug 19, 2013
The interface being used is a main form with various tabs and a subform on each of these tabs.
There is one field ('max power density') in my database that is calculated using 'Max Rated Power' and 'Cylinder Capacity' however these are in different tables and subforms. The 'max power density' and 'max rated power' are in table and subform 1 but 'cylinder capacity' is in table and subform 2. Is it possible to keep them in separate tables/subforms and still calculate the field?
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Dec 21, 2012
I have a report which retrieve some links of documents in the textbox linksassociated.
I would like to have a message box which tell me when the links associated has no value " No value for your link".
I tried this:
Code:
If IsEmpty(linksassociated) Then
MsgBox "No link has been found for this document", vbInformation
Exit Sub
End If
But nothing is happened. Maybe it's not on the right place...
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Apr 8, 2013
If I have a link setup from an access 2010 table to a word 2010 document, is there a way to export the hyperlink address in the table to word as an executable link. Rather than having to insert the link manually as a hyperlink.
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Sep 6, 2012
What i need to be able to do is write vba to find the value inside the comboxbox and then either:-
1. Run a macro with the same value that is in the combobox
Or
2. Run a set of reports and print them off but are linked to the combobox value.
The combobox name is ODTyper
The combobox control source is ODType which is a field in TblType
The combobox row source is SELECT [TblType].Model FROM TblType;
The value inside the combobox are in the format of TE4700
The name of the macros are in the format of TE4700
The Main form is called FrmOrderDatabase.
Plus somehow i need to get the value of the combobox and link it to print off the correct reports.
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Aug 5, 2012
I have a form in which I have four yes/no boxes to indicate in which part of the process is the product.
What I want is that when the last box is checked, automatically the field that I have for Closing Date set the date.
Is this possible? and if it is, how and where can I do it?
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Jul 9, 2013
I searched this forum just for "treeview" and on the 2nd or 3rd page I found a post with a link for some lessons on treeview. Part 1 was to make a treeview with the word Hello. Part 2 was for another lesson on treeview.Tried to find that link again and for the life of my I'm unable to find it.
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Feb 26, 2013
I've got an Access 2010 application that currently links to a SQL Server 2000 database. I need to change the link to a SQL Server 2008 database on a different server. Where do I go to change the link? When I click on External Data, ODBC Database, I only get an option to import source data. I don't want to import any data. I just want the application to link to a different external database. If I go ahead and click OK, I choose my ODBC connection and log in to the 2008 database. Now I've got a list of "import objects" to choose from. I choose one table (just for testing; I actually want to link with all tables), it says it imported successfully, but when I view the data in that table from Access, it's the same old 2000 database data.
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Sep 11, 2012
So I've just started with a company where my job is to manage a ton of data. I am new to Access (2010) and am completely impressed by all the awesome things it can do. However, I am running into some issues with knowing the best way to get my current data (which is all in Excel spreadsheets) into Access.
We are working with about 68 customers in 6 different focus areas (or areas of improvement). To make it easier for them, my company has not required them to enter all their data for each area into a centralized database. Instead, we are pulling reports (into Excel) from 3 different databases. The customers who are not currently submitting data to these databases are sending us Excel spreadsheets with their data (they send a seperate spreadsheet for each focus area). So you can see where my problem lies ... NOTHING is the in the same format. Even then the Excel spreadsheets look different from month to month (and customers submit a new, updated form every month with the current month and previous months) because the people managing the data before I came along changed the format a few different times and the customer has the ability to change them too.
Basically, I would really really really like to be able to just link the Excel files to my database, but I am struggling knowing how to do that with my data in so many different places and forms.
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Jun 20, 2014
How I would link to jpeg files and have access render them. How to do it.
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Mar 8, 2013
i have one front end access database and want to connect with more than one back end at time but both back ends have same table names
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Sep 10, 2012
I'm trying to design a billing and invoicing database and can't seem to figure out how to link the tables and track the payments made by customers. How can I proceed to track the payments and make payments applicable to certain line items or invoices? If the line item hasn't been paid, it needs to show up on the next invoice and be included in the total due.
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