Linking To Similar Records From Same Table When Creating New Record - Call Log
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.
Is there a way to merge duplicate/similar Access 2010 records into one record?
I have an Access table with 1,000 duplicate records, although they are similar and not exact duplicates. As you can see below, some records contain information that other records do not. Yet, the primary key is the same for all duplicate records. I want to find a way to merge data from filled cells of duplicate records into empty cells for each duplicate record. I do not want to concatenate the data (i.e. combine last and first name, etc.). I only want to fill empty cells if there is a match for it in a duplicate record. I will delete the newly exact duplicate records later. Short of correcting the records by hand.
Example
Code: LastName FirstName SSN Address Phone Email Doe John 123-45-7891 123 Anywhere St. NULL john(at)gmail.com Doe John 123-45-7891 NULL (123)456-7890 NULL
Desired Result
Code: LastName FirstName SSN Address Phone Email Doe John 123-45-7891 123 Anywhere St. (123)456-7890 john(at)gmail.com Doe John 123-45-7891 123 Anywhere St. (123)456-7890 john(at)gmail.com
One scholarship can be awarded to only one volunteer. I have a form to enter all the volunteer information. At the bottom of the form, I would like to place a button to open a new form to award a scholarship to this volunteer. I believe I need to link the forms in the following manner:
VOLUNTEER.volunteer_ID = SCHOLARSHIP.volunteer_ID
The problem is this: The forms are not linked properly because in order to assign a volunteer to a scholarship, the scholarship must already exist. So when I click the button to open the scholarship form, the scholarship form is empty and the volunteer_ID defaults to "0".
I think this could be fixed by somehow making my button create a new scholarship_ID in the scholarship form and THEN linking the volunteer_ID fields.
Does this seem like a solution? If so, how would I implement it? I have a screenshot to help. Thank you in advance for your help.
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:
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
I want to create a form which will act as an outage tracker. I will be having 2 kinds of tables.
1. Type of leave 2. Headcount with employee schedules 3. Goals for outage
Please find the scenarios
1. In the front end as soon as the Team Manager selects his or her name the next combo box should show the names of his agents.
2. Once the user selects the date of leave, if the leave is being marked 48hrs in prior and the total outage is less than the goal then it should show the planned leaves options as per the leaves saved in the "Type of leaves" table or else a message box should pop-up stating the reason for not showing planned leaves options.
3. Also the form should show the %outage marked on the tool for the week.
I'm working on a project where I'm supposed to take an excel spreadsheet and replace it's function with Access. So far I have created the form, table, and query, now I just need the report which (according to my boss) needs to mimic the existing spreadsheet.
I know this is probably not going to be fun, but hopefully somewhere out there can give me a few pointers?
Attached is an example of what the spreadsheet looks like (Capture1) and what I currently have in my report (Capture 2).
I have a table (tbl Team Info) which contains names and codes for teams within my business (>400 records) and another table (tbl Process) which contains a list of high level tasks (30 records).
I need to create something where for each team name 9in tbl Team Info) I can map them to the tasks that they undertake (in tbl Process) and assign a percentage of time then spend on each task. Each team could map to several different tasks.
I am trying to create call lists which will compile one-to-many relationships.
For example, suppose I have 1000 employee records with the following fields:
Manager's Name Manager's Phone Number Direct Report's Name Direct Report's Phone Number
Each Direct Report has only one designated manager, but managers may have more than one direct report. Further, for roughly half of the records, the manager and the direct report are the same person (independent workers).
When I run the report, I want it to print the Managers' information, and have the Direct Report information below. I have added an IIf query stating that if the Manager's Name is the Same as the Direct Report's name, leave all of those cells blank. When I create a report, however, the labels for Direct Report will still show but the data does not. It looks somewhat shoddy.
I need to make a DBA that will have 2 tables. One Has general Infomation name, address, phone, ect. Another that will log each call made to that customer. The purpose is to log everytime I speak to a customer and be able to determine using a qury who I have not called in a while.
Hi, I have been thinking of allowing our users to be able to link records together within our database. We have a CRM system that lists customers and their details of mortgages and other insurance related products which they have. Some entries maybe linked in some way, possibly other family members etc.
My question is, is it possible to perform this kind of action? So they can then see relationships between either related records (ID ref etc).
I'm sure I've seen this in SQL based applications, but haven't come across it within Access.
I'm building an access2000 database for the development department for a nonprofit. The database houses a contact list which is populated by the names, addresses etc. of all the people that have donated money. The organization will often receive a gift from the husband OR the wife - so we want to have 'gift histories' which isolate a unique record (the individual - in this case we don't want to send a thankyou letter to John AND Mary Smith for a gift that came in from ONLY John Smith). However, when the organization has a fundraising event, or wants to identify how much a specific household has donated then we want to run mail merges and reports that pull information from both the husband AND the wife's records.
Currently the only to do these things is a manuel process. We have records for: John Smith (husband) Marry Smith (Wife) THEN WE ALSO HAVE John and Mary Smith
Therefore, whenever we want to send out a mailing or generate a report we have to delete duplicate addresses from the mail query report, making sure we use the appropriate record for the mailing.
Thus, my question is this:
Is there a way to associate two records from within the same table? That way I could:
run a report for just 'John Smith' OR John Smith PLUS affiliate record.
Send a mailing to 'John Smith' OR send a single mailing to John smith AND affiliate.
This very simple task is actually quite difficult because access doesn't want me to link two records from within the same table. Any suggestions?
Attempted to link to a table on an SQL Server, which included customer records & various contact dates, after the importing the records became corrupted in that they repeated the initial date over & over e.g.
Customer Date AB1111 16.11.04 AB1111 16.11.04 AB1111 16.11.04 AB1111 16.11.04
...as opposed to listing same account number but with 4 different contact dates...also when the Access database was opened on a different PC (also Office 2K) the table was displayed correctly?
Has anyone else come accross the same issue, any advice/guidance much appreciated. :rolleyes:
The database is to track and evaluate call center associate phone calls. I created yes/no fields for multiple common errors (accurate/complete, Security, and client experience. and under each are @ 20 common errors)
(the problem is that I did not create a seperate table for each main category which I think might have made things easier)
Now what I am trying to do is create a report that allows me to show (or select) an error and have it show all the associates that had that error in a given time frame.
I already have a report to show all associates and all the errors that each had in a certain time frame. (so vertically I have associate detail and horizontal I have error detail).
is there a way, without creating 25 separate reports, to show all associates under an error type?
This is a tough one. I am developing golf management software. There is a table of caddies. And there is a table of members. The Caddies carry two bags each one for each member. They are assigned their jobs through an assignment form. Therefore, a single caddie will carry for Member1 and Member 2.
Now I need to produce a report of how many times each member plays. So how can I query the assignment table where Member 1 and Member 2 fields exist so that I can have a single field of allMembers so that I can count their rounds in a report.
I have a table of ~165k records and need to delete records that are similar (2 or more records have the same lastname, firstname, dob). These records are not duplicates as other field values in these records are different. I've tried several sql scripts and Access methodologies but can't get valid results.
I have a main form that controls 2 subforms. sbfActiveProjects displays a list of records that have not been flagged as complete. Upon clicking on a record in sbfActiveProjects, the details of that record show up in sbfProject. This functionality works great, except when I try to create a new record. The code works fine for getting a new record, however once I run the command I lose my ability to navigate to other active records.
Code: Private Sub cmdNewProject_Click() 'set focus to sbfProject sbfProject.SetFocus 'navigate to new record DoCmd.GoToRecord , "", acNewRec End Sub
In my database I have a form who's record source is a query. That query is based on a table, and have set a criteria on one of the fields.
When I use the form to add a new record I want the value of the field in question to automatically be what I have specified in the query.
Instead, the record is added but without having that value in the field, and when I go back to the form it doesn't display the record because it doesn't meet the criteria specified in the query that the form is based on.
I have a query that accesses data from 6 tables. The query displays 6 records where as there are 7 records that have to be displayed. The one record it doesnt display is similar to other records. I dont know why its not being displayed. Kindly help.
This may be a simplistic question but I'm having some diffuculty figuring it out. I have multiple rows of data where I need to use the "Unique Values" property in my query to limit only what I need. However, I have a "time" field and their are similar times on different records. So say I have a 100 records but 8 of them have the same "time" value, how can I use someting like the "Unique Values" property to get my rows down from several hundred to 100, but not lose the 8 similar rows and end up with 92 rows, when I have to turn around and sum these times and need all the times to be there?
Maybe I'm approaching it the wrong way and should be doing a SUM of "times" to begin with for that field, but I'm not being able to get that to work either. Any suggestions? /Thanks
I have a query that shows member check-ins to a fitness facility. Customer scans their membership card and it logs their customer id, scan date/time (date and time are one field), name, etc. Sometimes the customer will scan their card multiple times if they've left and come back, but I only want to count their first scan. I have a second query that runs off of this one and counts visits by hour for a date range.
So my question is, how do I filter out subsequent scans on each day in a query and how do a I do that when running the query for multiple days? So in the multi-day query I want to count each day they came, but only the first scan of each day? How to do this in the query design grid...
I am creating a simple inventory db. I have a form that we enter into the table inventory. Right now we enter in everything once as inventory, then again to out to coating or ship to customer. I’m looking for the code to create a button enter the record twice but make two fields change.
So in short terms I want the form to enter a record with all the data as displayed. Then create another record with all the same data but the quantity would need to change to a negative and the Status would change to “Coating”.
I know this code won't work but this is what I want to do.
Hi guys, need your help again with the following problem i'm having. I'll give an example to make the problem clear. I have a table, eg table 1 with the following records: Tag________Desc________Msgno____DateTime 016GB001___Alarm OFF___1403______21/4/06 11:02:02 016GB001___Alarm OFF___1605______21/4/06 11:02:02 034GB005___Alarm ON____1403______21/4/06 11:02:04 016GB001___Alarm ON____1403______21/4/06 11:02:07 016GB001___Alarm ON____1605______21/4/06 11:02:07 048GB001___Alarm OFF___1403______21/4/06 11:05:31 048GB001___Alarm OFF___1605______21/4/06 11:05:32 048GB001___Alarm ON____1403______21/4/06 11:06:51 048GB001___Alarm ON____1605______21/4/06 11:06:52
I need a query that looks at records with similar Tag fields that occur with a 1 second difference between them and deletes those with "1403" in the Msgno field. I'm a newbie and i've got no idea where to start. The query should return the following records: I have a table, eg table 1 with the following records: Tag________Desc________Msgno____DateTime 016GB001___Alarm OFF___1605______21/4/06 11:02:02 034GB005___Alarm ON____1403______21/4/06 11:02:04 016GB001___Alarm ON____1605______21/4/06 11:02:07 048GB001___Alarm OFF___1605______21/4/06 11:05:32 048GB001___Alarm ON____1605______21/4/06 11:06:52
I hope the problem is clear. I know this is going to be one heck of a challenge, and i'm not sure whether this can actually be done in access!! Anyhelp from anybody would be enormously appreciated. Hope to see a solution soon!!
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???
I am having an issue with duplicates in my table. I have a table, called "Part Mods", that has about 12 fields in it. the first 2 of them are "Mod" and "Part Number". I have a form where someone can insert data into this table and what i want is for them to NOT be able to insert a record with the same Mod/Part Number combination of an already existing record. I have "indexed" turned on but I am pretty sure that is for every field.
I am trying to write some code to search for similar strings. I am creating a database with records that all contain street addresses. These addresses may have more than one record attached to it, and we would like for folders to be created containing the records with similar street addresses. Problem is, all the existing records are from an excel spreadsheet that did not contain any data validation, so there are several instances of:
123 Street 123 st 123 street job 1 123 st job 2 etc....
So I am trying to write code to prevent this from happening in the future, by searching the database for a similar street address and asking the user if this is the address they are trying to enter. I have been trying to do this with the DLookUp function, as such:
Private Sub ProjectName_AfterUpdate() Dim stLink, pName As String pName = Me.ProjectName stLink = DLookup("[ProjectName]", "tblMaster", "[ProjectName] LIKE '" & pName & "%'") If IsNull(stLink) Or stLink = "" Then
[Code] ....
I have worded the stLink line different ways, and have used (*) instead of (%) but nothing is working. The CODE is working, as in no errors, but it is not finding a similar project that I know is present.
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. ??
