I want to use the "Contacts" template as a base for a Customer/Client database.
I need to remove the American orientated fields and replace with UK fields and remove business phone and fax etc.
I also want to add some more fields like:
- Who reffered them to us
- Who they have reffered to us
- Our services they have in credit (like sunbed mins)
When I modify the "Contact Details" form (like delete the zip code part), it doesn't make the change in the:
"Contact List" (which I think is a form)
or the
"Contacts" (which is a table)
And I have no idea what the "Contacts Extended" actually is, but if I delete it, it stops the other thing working.
All I want at the moment is to make those simple changes.
Is there a place where I can edit the fields as I want and it will make the proper changes to the forms automatically?
If yes, how? If no, then how should I go about it?
So I can easily enter details like in the pic below...
http://img505.imageshack.us/img505/269/accesscontactsanddetailga8.jpg
and it works mainly except for two problems: (1) I renamed all the forms on the Database main window. But when I open the forms, on the top blue bar, it still reads the old names. How do I change that to new names?
(2) I've changed the "Calls" table and forms to "Actions." I've renamed the "Calls" button on the main "Contacts" form which is now "Projects." The old key field "ContactID" is now "ProjectID." When I click on the "Calls" button to go to the "Calls" form/subforms, box says "cannot find field "ContactID" referred to in your expression. How do I fix it so that it recognises the new key "ProjectID"? They are linked correctly on relationship--or at least they're linked exactly the way it was linked in the template.
I used the Contacts Database Template to import a comma delimited txt file of contacts data. The template included a number of tables, queries, forms & reports which I did not require. I deleted them leaving only a Table entitled 'Addressbk'. I added an Entry Form using the standard access tools and this works fine with the table. However, on running the access database I get the following error message; 'The form named "Main" is mis-spelled or refers to a form that doesn't exist. My only form is labelled 'Entry Form', so it would appear that one of the forms I deleted must have been named 'Main'. If one ignores the error message the database & entry form function perfectly.
I am still new to Access and am loving the learning process. I am stuck on a problem though. I have serached the forums here and various other places and haven't found the info I am looking for. I was wondering if there is a way to have a relpica (or a seperate database that can syncronize) that has a modied design. I want the main one to have everything on it, reports/forms/ add/delete/ect, but I want another one that is simply a data entry form, with only the option to input data. I would love to do this and avoid system security measures with usernames and passwords. From my reading it doesn't seem like I can do this, but I still hold in my heart a glimmer of hope. Please help, and if you can explain the process to me, all the better (its how I'm learning).
Hi, I’m new to access and I have read through a couple of books but still struggling.
If I make a tables with my info in it say customer details, use quires to sort display and print that info. Now is that query saved and do I end up with lots of query’s (hundreds.) Or I’m assuming that that query is then lost (don’t know the correct term) and the only way of getting this info back is make a query asking for the same info criteria.
I’m thinking of an invoice made up of info from a contact table My invoices are very simple I only supply labor and materials and don’t have set prices for ether, so I need to insert prices that I input and text that I input Both will be manually inputted although some sort of auto text that can be edited to make each invice individual would be nice
Hope this makes some sort of sense, can any one point me to some key areas that I can read up on
Hello, So far you guys have been helping me through my database that i am building. Thanks so far!But at the moment i need help on one more aspect of this Database Job. Currently i have a database that supports and holds records for jobs that are under contract. That means we have certain numbers and statistics of Jobs and there properties.what i have right now is a table with a couple fields. (there are more than this but this is just for example) project number "primary key" aerial units buried units planning units ICGS unitsThat part works fine with the current table. But since jobs are under contract the number of units might change further on during the design and construction. There may be more than one mod.Now the part that im stuck on is the most important. I need a table/query/form/report that i can input the changes to particular units. Like i said before there might be more than 1 mod. So i need to make it show ALL the mods ive done to a project.This is a huge part, and any help would be very much appriciated. ~Thanks so muchJon
I'm far from being an Access expert, so forgive me if I don't make perfect sense. I have a database where questions and pages are entered on a daily basis. I have a table with three columns: data, pages, and questions. I have a query where I can sumarize the data by Month. (I created a query by using the wizard and I chose to summarize by Month). This returns all of the data, summarized by Month. I want to limit it further by year, so that it would return 12 months of data. I am at a loss! I've tried typing [Type Year] but I get no responses. I was able to create a limiting one where I type in the month and year [Type Month and Year] that works great, but it doesn't translate into the year only.
Hi to all. I need to modify some existing error messages in my form so that I can create messages that will be more user friendly. I know that it is possible but searching for this issue was a bit confusing. How do I do this?
I have an Access database split into FE/BE. For the front end, each user has his own directory on the lan. The directory is named with the UserName.
I've created an installation program in Access. It basically installs the icon on the user's desktop using Environ("UserName"). It also installs an Excel file the program needs on the hard drive.
Here's the problem...Right now, the installation program grabs the shortcut off the lan and installs it, but that shortcut has one user's UserName hard coded as the target. That one piece of information needs to change for each person. Is there a way for the program to modify the target based on the username of the person running the installation program? Without this piece, I need to visit every user after he runs the installation program and modify the properties of the new icon to point to his specific directory.
Hi guys, me again. Have a few functions that I would like to put into action. 1) I currently have the following code that exports multiple queries to excel. All works great I am happy to say. Currently the date criteria are hard coded into the queries. Well now my users would like to enter date ranges instead. Currently when I click on my toggle button, the users are asked if they are sure they want to start export to excel. I still want that to happen, but how can I change my code to prompt for startdate and enddate before running the export. I would rather use an input boxes to enter the date range instead of using a form. Would this be possible?
2) Right now excel is displayed on the screen while the export is in process, how can I hide excel and then have it appear after its done with export. If the user clicks within excel during export, it sometimes freezes. And how can I apply my module for the progress bar to display the progress of the export. I have provided the code of the progress bar that I am using, that I found on this forum.
Many thanks for any suggestions.
Option Compare Database Option Explicit
Public Function ExportDataExcel() Dim strFilePath As String Dim strFileName As String Dim strFileTemplate As String Dim strMacroName As String
If (MsgBox("You are about to generate the LAR Monthly Report. Are you sure you wish to continue? You cannot cancel this procedure once started.", vbOKCancel) = vbCancel) Then Exit Function End If
'''''''''''''UPDATE THIS DATA WITH YOURS'''''''''''''''''''''''''''''' 'Fill in the following with your files and path strFilePath = "R:Call CenterCall Center DepartmentsMortgage DeptMortgage Statistics & Tracking" strFileName = "BigLarOutput.xls" strFileTemplate = "BigLarTemplate.xls" strMacroName = "DeleteBlank" '''''''''''''''''''''''''''''''''''''''''''''''''' ''''''''''''''''''
'This deletes the old file Kill strFilePath & strFileName 'This recreates your file with the template FileCopy strFilePath & strFileTemplate, strFilePath & strFileName
'This is a custom function I built to set Excel as an object and you can access/export 'to a workbook programmatically. 'openexcel' is stored in a module called Functions. 'This will open the new file that was created previously
openexcel strFilePath & strFileName
'''''''''''''UPDATE THIS DATA WITH YOURS'''''''''''''''''''''''''''''' 'Export data is another function that will export your data. 'Update the query Names to your real Query Names 'Update the Sheet Names accordingly, with the Query it is assiged to ExportData "qryHoeqDotApproved", "HOEQ DOT APPROVED" ExportData "qryHoeqDotReceived", "HOEQ DOT RECEIVED" ExportData "qryHoeqDotDenied", "HOEQ DOT DENIED"
xl.ActiveWorkbook.Save 'The Application.Run will run the Macro(s) that you saved in your spreadsheet xl.Application.Run "'" & strFileName & "'!" & strMacroName xl.ActiveWorkbook.Save
'Uncomment/Comment these to close out the workbook 'xl.ActiveWorkbook.Close 'xl.Quit
Set xl = Nothing
End Function
Private Function ExportData(strQuery As String, strSheet As String) Dim intR As Integer Dim rs As Recordset
'After you open that Object/Workbook, you refer to that workbook now as 'xl'. You will 'use it later, but now you have to access your queries through this code and to do so 'you need to use a recordset.
'strQuery is the name of the Query that you passed with the Function. You can also 'use an SQL string. Set rs = CurrentDb.OpenRecordset(strQuery) rs.MoveLast 'moves to the last record rs.MoveFirst 'moves back to the first record
'You can use record count to make sure there are records in your Query/Recordset If rs.RecordCount < 1 Then 'There are no records MsgBox "There are no records for " & strQuery Else 'There are 1 or more records. Now Select the sheet that you will be exporting to xl.Sheets(strSheet).Select
'Now you need to loop through the records. 'intR' was dimmed at beginning of this 'function and will now use it to create a loop or 'For, Next'
'Starts with record 1 and gets the count of records in the recordset so it knows where 'to stop. For intR = 1 To rs.RecordCount 'Now we need to export the recordset/query to the workbook/object we opened earlier. 'Remember 'rs' refers to the recordset & 'xl' refers to the workbook
'xl.cells(ROW,COLUMN).VALUE = rs.fields(INDEX). 'This is how you will fill in the value of a cell on the workbook. For the ROW you 'will want to add + 1 if you have Headings on your sheet. The INDEX for rs.fields 'refers to the columns of the recordset/query. The first column of the recordset 'starts with the index of zero.
If SysCmd(acSysCmdGetObjectState, acForm, strFormName) <> conObjStateClosed Then If Forms(strFormName).CurrentView <> conDesignView Then IsLoaded = True End If End If
Exit_IsLoaded: Exit Function
Err_IsLoaded: MsgBox Err.Description, , " Service Operations" Resume Exit_IsLoaded
End Function
Public Function Pause(NumberOfSeconds As Variant) On Error GoTo Err_Pause
Dim PauseTime As Variant, Start As Variant
PauseTime = NumberOfSeconds Start = Timer Do While Timer < Start + PauseTime DoEvents Loop
I have 2 tables, one called [Addresses] and the other called [2006_Contacts]. The table [Addresses] has a number of various fields relating to contact data of people. The [2006_Contact] table has 2 fields [Last Name] and [First Name]. I want to run a query that pulls the contact data from the main [Addresses] table, but only if the contact name ([First Name] and [Last Name]) are present in the table [2006_Contacts].
I have a form that I am in the midst of creating. On this Form there are several football club names (e.g. A1, B2, C3 etc.). These buttons contain the Team List for the club. I have set a macro up to email the list to the relevant contacts for each Club. But if some club changes the contact person, is there some way I can have the macro open in design mode on the form so that the end user (who may not be familiar with Access) can just change the email address. Or does this involve code, which I am not great with, but am trying to learn. Any help is greatly appreciated.
I have a report I am generating with the design wizard. It uses 1 Query and all the information I want and order is correct when its finished. However, there is more information then what I want to display (I choose it to sum up everything, but I want to get rid of the thing that says 'summary of blah : 3 records) and I want to move the sum label to the far right and change it to total.
However I am finding out that any attempt to modifying the report in any way is changing my information. When its correct and working the report is 24 pages, each client has 3 sub types that come up and shows totals. However, if I make something invisible, move a label, change the text in a label or ANYTHING, then my report is completly screwed up, it drops to 3 pages, and loses all but 5 clients and only 1 sub type appears.
I have a bunch of charts in my forms, and my boss wants to be able to adjust axes. I have added a context menu that brings up a little form and takes values that are then thrown into the graph by way of a function. URL....Here's the current code:
Code: Public Function AdjustTREFAxis() 'See form fTREFaxis Dim objChart1 As Object Dim objAxis1 As Object
[code]....
notes: -ignore the global vars, they are a temporary measure. -"Graph19" I know, not good. I never expected to call it in code though , I'll fix it later -the while loop keeps the rest of the code from running until the axes have been submitted.
Ok, so this code works for the x and y1 axes. I assumed that Axes(3) would iterate to the Y2 axis, it does not...I also found that after you change the axis the changes are persistent for the graph even upon repaint/requerying it. This is problematic and I need a way to set an On Load event that resets the graph to "autoscale"
Lacking that, how to access the Y2 axis, or how to reset the axes to autoscale that would be keen.
I created this database long time ago, but now my boss wants to import the contacts list from outlook into the database. Now, these lists will differ per user. Right now there are 6 users, who are using the database and they all will have different contacts lists. How can I import it in a manner, when they login the outlook will will search for their contacts only and let them make changes.
I want to create a form and this form will already be filled with the contact info from the outlook, and half of the form is for the user's comments so they can circulate the information through a report to different people.
I hope I was able to send my msg across. I am pretty bad at explaining stuff.
SELECT clvpertech.clvtech1 AS Technician, Sum(clvpertech.CLVCode) AS CLVs FROM clvpertech GROUP BY clvpertech.clvtech1;
This is returning a sum of all the procedures a technician does for the entire database. This is working.
I need to break this down by day, week , month, and year base off of the datecomp1 or datecomp2 or datecomp3 or datecomp4 fields having a date in them.
I made this query to get the daily results and it works SELECT clvpertech2.clvtech1 AS Technician, Sum(clvpertech2.CLVCode) AS CLVs FROM clvpertech2 WHERE (((clvpertech2.datecomp1)=Date$())) OR (((clvpertech2.datecomp2)=Date$())) OR (((clvpertech2.datecomp3)=Date$())) OR (((clvpertech2.datecomp4)=Date$())) GROUP BY clvpertech2.clvtech1;
How can I add different queries to get the results by breaking down the date field for year, week, and month?
I tried this for the month but I get Invalid Procedure Call when I try to run it???
SELECT clvpertech2.clvtech1 AS Technician, Sum(clvpertech2.CLVCode) AS CLVs FROM clvpertech2 WHERE (((clvpertech2.datecomp1)=DatePart("mmm",[datecomp1]))) OR (((clvpertech2.datecomp2)=DatePart("mmm",[datecomp2]))) OR (((clvpertech2.datecomp3)=DatePart("mmm",[datecomp3]))) OR (((clvpertech2.datecomp4)=DatePart("mmm",[datecomp4]))) GROUP BY clvpertech2.clvtech1;
Hi there, I am pretty much a newbie on Access. (yay). Now I am doing a simple contacts database and need to assign whether specific contacts wand information being sent to them. Now I have all the other fields required. But the check boxes that I have put on the form are not changing according to the contact. (as in if the check box is ticked, it is ticked for all of them):( :confused:
How do I go about assiging it specifically to that contact? - If I am making sense. Any hints/tips would be greatly appreciated:)
I have a a database with a large number of email addresses in it. I also have a list of email addresses stored in an excel file.
I would like to take the excel file and use it to check for the same email addresses in the access database and if they are present in the database add content to another field in the database to flag it.
I have a table that has a field that holds a total. Through historic reasons the total in a (relatively) small number of cases is wrong. I have analysed and worked out what the difference should be and have created a table with the value that is missing. I basically want to add the 2 together.
So I have
Table1 Field1 Value1 Table2 Field2 Value2
I want table 1 to be
Table1 Field1 (Value1+Value2)
Programming wise I would just have Value1 = Value1 + Value2
How do I go about doing this in a query or some other whizzy way?
I am trying to modify the output to only show discontinued items. While the query is in datasheet view, the text is read as "YES" or "NO" under discounted items. So, I tried entering "YES" in criteria while in design view, but keep getting an error message stating, "Data type mismatch in criteria expression".
I am using Access 2010 on a Windows 7-64bit machine. I am trying to begin an employee database using the faculty template. It would be exceptionally useful if the "Add from Outlook" command that is built into the "Faculty list" form would fill more than just the name, email address, and phone number fields. There are fields on the form for Department which match available info from the Outlook address book, but isn't imported.How can I tweak the command to fill the additional fields?
whenever I run/execute a query in Access it is modifying the first record on the table in which it is calling the data from.For example if the first record might contain the following:
Record A: John Doe, Oct, 2014, Account is Active
And lets say I am running a query to pulling records from Nov 2014.The Month and Year Fields in the above example for Record A gets modified to the query search parameters for Nov.Is there some of of record lock or controls that I need to adjust to prevent this from occurring?
my custom have a big table in the outlook, in the contacts.
in the outlook table that possible to insert also the birthday.
my custom want to send mail day-before the birthday to wish.
I want to do it with access, to link the table to the contcts and send mail if the birthday is tomorrow.
but when I try to connect to the contacts in the outlook, i get the fileds: first name last name email .... but no the birthday and the anniversary (the table design attach)
Hi. Im a beginner-intermediate access user (I guess) and I am working on a stakeholder management database, which essentially enables me to separate organisations, individuals, the affiliation between the two, and addresses of either individual or organisation. (pic of relationships included).
Originally, I stored address values on each respective table (ie. org address was on the org table, individual address on the individual table). However then it became apparent that one organisation (in my line of business) can have many address sites, therefore the need to nominate multiple addresses.
So I figured that the best method would be to have an address repository, and orgs or individuals are assigned to that address via a MultiAddress table. The preferred postal address would be nominated by an address preferred field in another junction table.
Seems to work ok through the form (see form pic attached), but Im concerned that when I try to run queries/reports that I'll get duplications or other anomalies.
