Look Up Query In Contact Database

Dec 1, 2006

I have a database with all of my contacts... I have a report that shows my contacts in alphabetical order and I have a form for adding new contacts. I was wondering if there is a way to have a report or query that will look up a contact by typing in the person or the company name.. Is this possible and if so.. how do I do this?

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Contact Management Database NEED HELP

Oct 30, 2006

Hi,

I'm new to this forum so if I ask something stupid please forgive :)

I want to do something like the contact management database which is offered by microsoft for download.

I played a little with it and my problem is I copy-pasted the "calls" tab and on the pasted tab when I browse throug the different calls the call notes field below wont change / update. I thought there is maybe a macro behind it but I looked at every macro and did not find anything appropriate in my opinion.

It is maybe only a minor but I can not figure it out,

Thanks for any help in advance,

Leslie

PS.: I uploaded the database to rapidshare : http://rapidshare.com/files/1305209/Contact_management_database.mdb

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Query By Contact

Aug 2, 2007

Hi all,

I've written a query in SQL View. To be honest, its my first SQL Query EVER and I'm very happy that it works for half of what I need to do.

I'll paste the query here:

SELECT DISTINCT
Abs(Avg([Handoff Tracking].[Internal Kickoff?])) AS [Avg Of Internal Kickoff?],
Abs(Avg([Handoff Tracking].[E-Mailed prior to visit?])) AS [Avg Of E-Mailed prior to visit?],
Abs(Avg([Handoff Tracking].[Call to Support?])) AS [Avg Of Call to Support?],
Abs(Avg([Handoff Tracking].[Transfer to Support?])) AS [Avg Of Transfer to Support?],
Abs(Avg([Handoff Tracking].[Recieve Post trip Info?])) AS [Avg Of Recieve Post trip Info?],
Abs(Avg([Handoff Tracking].[Total Workstations])) AS [Avg Of Total Workstations],
Abs(Avg([Handoff Tracking].[Failed workstations])) AS [Avg Of Failed workstations],
Abs(Avg([Handoff Tracking].[Config File Issues?])) AS [Avg Of Config File Issues?],
Abs(Avg([Handoff Tracking].[3rd Party App Issues?])) AS [Avg Of 3rd Party App Issues?],
Abs(Avg([Handoff Tracking].[Welcome Pack Reviewed?])) AS [Avg Of Welcome Pack Reviewed?]
FROM [Handoff Tracking];

As you probably see above it does the average of [table name].[field name] then outside THOSE brackets it does the absolute value of that averaged value (the numbers USED to show up as negative numbers.

This query is great becuase it checks the average value of ALL records regardless of contact, which is good becuase I need something to compare each contact to.

Now I need to get a query that will do the average value, for all fields PER contact!

What would be the string to narrow the range of the average equation down to a per contact basis.
As far as relationships go I have 2 tables 1 for contacts.... and 1 for handoff tracking very simple DB structure wise. I just need to know how to do the same query as above, on a per user basis. Thanks for any input anyone might have :)

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Queries :: Crosstab Query That Keeps Each Contract On One Line And Separate Fields For Each Contact

Jun 4, 2014

I have two tables, and I'm trying to create a crosstab query...I think. One table is Contracts, one is Contacts. Each contract could have multiple contacts, but they are numbered (1, 2, 3...etc.) based on importance. I want to create a query that keeps each contract on one line, and separate fields for each contact and each field of the contact. So a contact will have Title, First, Last, Address, etc. So I want my query to show as follows:

Code:
Contract-----Title1-----First1-----Title2-----First2
ContractX Mr. James Mrs. Sally

I of course need this to be dynamic, so if a contract has 9 contacts, there are fields up to Title9, First9, etc.

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Access 2010 - Type Nickname For A Contact And Populate Full Name In A Query For Report

May 16, 2013

I want to be able to type a nickname for a contact and it populate the full name in a query for a report. Is there a way to effectively get this done? I have tried combo box and I am not sure how to use the drop down list function.

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Contact Help

May 1, 2007

Good afternoon All,
I know there is a way to do what I need, but I am a bit rusty with my Access skills. Any help is greatly appreciated!

Here is what I would like to do as an end result...
When my users enter a name on my form, I would like for the address and company information for that person automatically fill in. If they are not already in the contacts list, I would like for the record to be added. Any idea how I accomplish this?

So far I have the tblAccts (which would be the main information entered on the form), tblContacts (where the names, companies,and contact information is stored), and frmAcctOpen (the user's form for opening accounts).

It has been about 6+ years since I have really messed around with access, so please speak basic language in your answers.

Thank you!

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Add New Contact Name

Feb 8, 2005

Hi Guys. I have a form 'frmPurchaseOrders'. The user selects a Supplier from a combo. The form contains a control 'ContactID'. I want the user to be able to add a new Supplier Contact. I have added a cmd 'cmdNewContact'. When clicked I want the Supplier form to open on the relevant supplier. I added this code to the cmd:


On Error GoTo Err_cmdNewContact_Click

Dim strDocName As String

strDocName = "frmSuppliers"

DoCmd.OpenForm strDocName, , , [SupplierID] = [Forms]![frmPurchaseOrders]![tblSuppliers.SupplierID] 'I have 2 supplier ID's on the form
DoCmd.Close acForm, "frmPurchaseOrders"

' Give CompanyName control focus.
Forms![frmSuppliers]!CompanyName.SetFocus

Exit_cmdNewContact_Click:
Exit Sub

Err_cmdNewContact_Click:
MsgBox Err.Description
Resume Exit_cmdNewContact_Click


frmSuppliers opens but not on the desired record (where supplier id equals the suppliers id of the purchase orders form).
Any ideas?
Cheers,
Phil.

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Contact Help

May 2, 2007

Good afternoon All,
I know there is a way to do what I need, but I am a bit rusty with my Access skills. Any help is greatly appreciated!

Here is what I would like to do as an end result...
When my users enter a name on my form, I would like for the address and company information for that person automatically fill in. If they are not already in the contacts list, I would like for the record to be added. Any idea how I accomplish this?

So far I have the tblAccts (which would be the main information entered on the form), tblContacts (where the names, companies,and contact information is stored), and frmAcctOpen (the user's form for opening accounts).

It has been about 6+ years since I have really messed around with access, so please speak basic language in your answers.

Thank you!

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Send Email Via Contact DB

Sep 25, 2005

I have a contact database which store email address and other info for customers. I have searched and searched. How can I use these email links to open and email to the contact? Such as how to email you@there.com from DAP or Form? So the user can click on the email address and auto open Outlook to send that contact an email? This is so much easier in webpage building :o Any direction would be greatly appreciated. Thanks guys :)

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Add Photo In Contact List

Jul 16, 2006

Hi all, I have a form of contacts wich I would like to put a photo for every contact, I would like to have a "ADD" button on the form wich will add me a photo in JPG or BMP in a certain field on the form, the photo ar stored in a folder in c: I also would like to have a "DELETE" button!!!
Thanks to all
Marco

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Add Contact From Outlook In A Subform

Aug 29, 2014

I have a form that uses the command AddContactfromOutlook. I used the standard example given by Microsoft and it works flawlessly in the form. When I use the form as a subform this command button breaks.

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Trying To Customize The Sample Contact Management DB

Jun 20, 2005

Hi,

I need to customize the sample Contact Management DB (CONTACT) that comes with MS Access 2000.

I removed the field ‘Region’ in the ‘Company’ table, in the ‘Company’ form, and in the ‘ContactAddress’ query, respectively. Now, when I try to access the ‘Enter/View Contacts’ form through the Main Swithboard's button, it shows a small warning windows asking to ‘Enter Parameter Value’, referring to "Company.Region." What did I wrong and/or should I do to correct this problem?

I'll appreciate your help.

Orlando

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Update Contact Details Automatically

Nov 20, 2007

Dear all, please excuse the fact that this is not an explicit problem I have, but more of a general query.

I have an Access database (2003) with a load of contact details in it. Including various fields for each contact, such as their email, services they offer, where they are, main contact name etc.

Some of these contact details will be out of date and I want to make sure that all the contact details are up-to-date.

I am in the process of setting up a mail merge with a Word document which will output to Word their relevant details, and this can then be e-mailed to each of the contacts with them to update and e-mail back again. Someone would then manually update each of the contact details.

This is quite a time intensive way of doing it, and I wondered is there a way of automating the process? I don't have the time to put the whole of their details on a website so they can update it over the web, but is there a way that access could possibly read the return Word document to automate updating their details? Or is there another easier way of doing it, without using word and using something else such as Excel or something.

If anyone has any experience in doing this kind of thing I would be really glad of some tips.

Many thanks

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Show Contact Name Unique To Supplier

Jan 26, 2005

I have been plodding along slowly building up a small DB and have hit a slight snag (or 2).

I have a Supplier Form (frmSuppliers). I have a frmSupplierContacts.
I want to prevent users entering data in the standalone frmSupplierContacts?

Also on frmPurchaseOrders I have a combo ContactID. I want the combo to display Supplier Contact Names for the selected supplier only.

I have put as row source:

SELECT tblSupplierContacts.ContactID, [LastName] & ", " & [FirstName] AS Contact FROM tblSupplierContacts WHERE (((tblSupplierContacts.SupplierID)=Forms!frmPurcha seOrders!SupplierID)) ORDER BY [LastName] & ", " & [FirstName];


This displays a Contact Name, but does not change if you select a different supplier?

Hopefully attached DB will explain all.
Thanks for any help in advance.
Phil.

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Place A Photo On A Contact Form

Jul 28, 2006

Hi I have a Contact form with all the details of the contacts, I would like to add a photo for each contact, how can I get to this?
Marco

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New Record For This Contact - Command Button

Sep 7, 2006

Hi all,

I have a database for customer enquiries, and there is one record per product that the customer shows interest in. I want to have a button on the enquiry details form that creates a new enquiry but automatically fills in the contact details from the previous record.

Please also note that I do not wish to "normalize" this so that there is a seperate table for contacts and another for enquiries; it's much easier from our point of view to have the whole enquiry in one record, especially as this is a stand-in database before a fully integrated CRM is implemented. In any case most of the other data (e.g. product, category etc) is already stored in separate tables.

What sort of method do I need to use to create a Command Button that:

-Creates a new record
-Copies and Pastes data from selected fields into the new record?

I tried using the command button wizard for sample code but I got paste errors which were pasted into a new table, and I don't really understand the process of how this works as the Commands are numbers from a list (apparently in the macro window), which I can't find.

I'm using Access 2003 but the database file is in A2000 format. The code is below.

Thank you!



Private Sub ContactAddEnq_Click()
On Error GoTo Err_ContactAddEnq_Click


DoCmd.DoMenuItem acFormBar, acEditMenu, 8, , acMenuVer70
DoCmd.DoMenuItem acFormBar, acEditMenu, 2, , acMenuVer70
DoCmd.DoMenuItem acFormBar, acEditMenu, 5, , acMenuVer70 'Paste Append

Exit_ContactAddEnq_Click:
Exit Sub

Err_ContactAddEnq_Click:
MsgBox Err.Description
Resume Exit_ContactAddEnq_Click

End Sub

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Updating Contact Info In Outlook

Feb 16, 2006

I have the following code working great with creating new contacts in Outlook from Access. My problem is I can't figure out a way to update already existing contacts in Outlook.

Function AddContacts()

Dim OutlookObj As Outlook.Application
Dim Nms As Outlook.NameSpace
Dim MyContacts As Object
Dim MyItems As Object
Dim MyItem As Object
Dim Db As Database
Dim Rst As Recordset

Set Db = CurrentDb
Set Rst = Db.OpenRecordset("CustomerOutlook", dbOpenDynaset)
Set OutlookObj = CreateObject("Outlook.application")
Set Nms = OutlookObj.GetNamespace("MAPI")

'to point to a nested folder in Outlook you have to create folder items in folder items:
Set MyContacts = Nms.Folders.Item("Public Folders").Folders.Item("All Public Folders").Folders.Item("Our Contacts")
Set MyItems = MyContacts.Items

While Not Rst.EOF
'Declare which form to be used to add your contacts
Set MyItem = MyItems.Add("IPM.Contact")

'add fields, to find out which fields are available take a look at all the available members of the
'ContactItem class in the Outlook object library.
'Be careful, Microsoft is using various names for outlook fields!
MyItem.CompanyName = Rst!BusinessName
MyItem.FirstName = Rst!CFirst
MyItem.LastName = Rst!CLast
If Not IsNothing(Me.WebSite) Then
MyItem.WebPage = Rst!WebSite
End If
If Not IsNothing(Me.CMiddle) Then
MyItem.MiddleName = Rst!CMiddle
End If
If Not IsNothing(Me.Suffix) Then
MyItem.Suffix = Rst!Suffix
End If
MyItem.JobTitle = Rst!JobTitle
MyItem.BusinessTelephoneNumber = Rst!Phone
MyItem.Business2TelephoneNumber = Rst!BackPhone
MyItem.MobileTelephoneNumber = Rst!Mobile
MyItem.BusinessFaxNumber = Rst!Fax
MyItem.Email1Address = Rst!Email
If Not IsNothing(Me.Address1) Then
If Not IsNothing(Me.Address2) Then
MyItem.BusinessAddressStreet = Rst!Address1 & ", " & Rst!Address2
Else
MyItem.BusinessAddressStreet = Rst!Address1
End If
End If
MyItem.BusinessAddressCity = Rst!CCity
MyItem.BusinessAddressState = Rst!CState
MyItem.BusinessAddressPostalCode = Rst!PostalCode
MyItem.Categories = Rst!CustomerType
MyItem.FileAs = Rst!BusinessName

'MyItem.Etc = Rst!Etc
MyItem.Close (olSave)
Rst.MoveNext
Wend
End Function

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Printing Image Contact Form

Jun 9, 2007

I created a print image form in my project so that when a user opens the form, it cycles through all the images stored in a temp folder and prints them out four images/page at a time until all the images have been cycled through. I am using the below code on the "OnCurrent" event of the form. The problem I am having is trying to close the form with code after the images have been cycled through. I get an error message stating that "this action can't be carried out while processing a form or report event" I guess it is caused by the form still being sent to print. How do I add a code to catch the event when the form has finished printing? Also, when I open the form by itself, it works correctly and prints all of the images. However, when I tried to use a switchboard to open the form, it prints the switchboard form. Please help me in correcting this. Thanks

Private Sub Form_Current()
Dim mysql As String
Dim conn As ADODB.Connection
Dim rs As ADODB.Recordset
Dim PicPath As String
Dim TotalSet As Integer
Dim CurSet As Integer
Dim SetStart As Integer
Dim RecNo As Integer
Dim PicNo As Integer
Dim RecCount As Integer
Dim RecNoMove As String
Dim PageCount As String


Set rs = New ADODB.Recordset
Set conn = CurrentProject.Connection

mysql = "SELECT tbl_Image.*, tbl_Image.SelectPrint " & _
"FROM tbl_Image " & _
"WHERE (((tbl_Image.SelectPrint)=Yes));"

rs.Open mysql, conn, adOpenKeyset, adLockOptimistic
RecCount = rs.recordCount

TotalSet = (Int(((RecCount) / 5)) + 1)
CurSet = 1
PicNo = 1

SetStart = (((CurSet) * 4) - 4) + 1
rs.MoveFirst

NextSet:
For RecNo = 1 To 4
PicPath = rs("myimagepath")
Me("image" & PicNo).Picture = PicPath
PicNo = PicNo + 1
rs.MoveNext
If rs.EOF Then
If Me.Image1.Picture = "(none)" Then
End
Else
PageCount = "Page " & CurSet & " of " & TotalSet
Me.PageCount_txt = PageCount
DoCmd.PrintOut acPrintAll
GoTo closepage

End If
End
Else
End If
Next RecNo
PageCount = "Page " & CurSet & " of " & TotalSet
Me.PageCount_txt = PageCount
DoCmd.PrintOut acPrintAll
PicNo = 1
CurSet = CurSet + 1
Me.Image1.Picture = "(none)"
Me.Image2.Picture = "(none)"
Me.Image3.Picture = "(none)"
Me.Image4.Picture = "(none)"
GoTo NextSet

End

closepage:
DoCmd.Close acForm, "frm_printimage_4", acSaveNo

End Sub

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General :: Managing Contact Emails

Sep 11, 2012

I work for a firm who have a few thousand clients and we are wanting to go through a process of checking with them that the data we send them is going to the email address they would like it to go to. However in some cases we don't currently hold an address so we are contacting them by phone to get the addresses over the next few weeks.

The way I've chosen to do this is to use the excellent link between Access and Outlook to send an email to the address we have on file (or have gotten) with a very light form they can optionally fill in to update the email address if desired.All seems well in testing this with 2 exceptions:

1) I have 2 email boxes in outlook, my "personal" one and a group mailbox. I'd like the emails access sends to come from the group mailbox but cannot see an option to control this.

2) We're likely to send the emails out in tranches - is there a way to have a single table the drives the email process but some how have it know that we have sent the emails out for certain clients such that when I send a second tranche, it doesn't re-send to clients that have already been contacted?

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Tables :: Email Contact List At Once

Oct 22, 2014

In my database I have a table for all of the customers emails which list the 3 titles for each district they serve, for example District 1 has across the President, Vice President and Clerk. each email is a hyperlink that when clicked once automatically takes you to outlook, however, how can I choose all 3 at once without having to go back and forth to the database and outlook after the one click? so all 3 recipients are included in the email at once. In Excel you can copy and paste the 3 emails but in Access it doesn't allow you to do that. How I can execute this?

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Reports :: Report Containing Contact Info

Aug 7, 2013

I have a query from a colleague for their database.They have a report which lists a name and contact info - at the moment this is set in the report. However noone has the ability to edit the report outside of developer mode (hence why I'm being asked!). This information will change very infrequently but I'd like to set up something within the database so that they can change it as and when needed.

How would be best to do this? It will be the same contact person for every report until roles change. There is a tblNames which contains the necessary information (although phone no. and e-mail are yet to be populated).

I was thinking adding a field to tblNames as Yes/No to state who will be the contact (ensuring they know to only select one person at a time) and using a SELECT...WHERE line in the unbound textboxes - however this returned #Name? in all fields.

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Multi-user Contact Manager, Any Ideas??

Jul 8, 2005

I'm in the process of recreating a contact manager for a group of salespeople at an office I work for... What I want to do is be able to consolidate all of the contacts in a single contact database on the back end. Then the records will have specific users specified to each record, and what I want to happen is that the users will open up their own database, and they will only see the records pertaining to them, and they can't change who gets the records.

Here's where it starts getting tricky. I want the manager to have access to all of the records, and I want him to select which user's contact list he wants, and it brings up those contacts. I want him to have a combo list on the screen where he can select who gets which contacts, and he can change them throughout the different users.

Related to each of these contacts is a subform, called CALLS... When this button is clicked, any information regarding past calls is brought up, and the user can add information about a call that is made. This checks the previous form that is open to find out the ContactID so that it can open up the corresponding CALLS entries in the CALLS table.

Here's what I did: I created a new contacts form for each salesperson (there are 5 salespeople). Then I had to create a new subform for each salesperson for the CALLS, and then the information will be gathered from the proper subform to the users contact form.

I can do all of the above, but it seems kind of redundant to do this for all of the users, and I'm wondering if there is an easier way to do this. Also, in the future if more salespeople are added and I'm not here for the company to set up the new users, I would like to see if there is an easy way for them to set it up (like adding a new value to a few different spots)...

BTW: One difficulty is that they are already using a previous contact manager (not designed by me) that has hundreds of contacts, but each user has their own separate copy of the contact manager which is just copied and pasted onto their local drive when a new salesperson arrives. I will also need to import all of their previous contacts, and I would like to maintain as much of the original structure as possible to avoid dealing with user compatibility problems.

If you need to see the contact managers, please let me know. Any questions, i will be glad to discuss. Thanks.

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Contact, Order & Invoice Db For Small Business

Mar 23, 2008

I've been playing with the Northwind db to see if I can alter it to work a customer, order and invoice solution for my wifes business.

All I really need is customer contacts, order details and invoice generation from the order. (purchase orders, inventory, tax, shipping details all not relevant).

The more complex bit for the order is that her business is mostly mix&match from a range of products (wedding/bridesmaid stuff). So one order might be for 3 bridesmaid outfits, each outfit made from 6 options. e.g.

Bridesmaid 1. Top A(size 14), Straps B, Accessory C, Fastening D, Skirt E(size 12), Optional Item F.
Bridesmaid 2. Top A(size 16), Straps B, Accessory C, Fastening D, Skirt E(size 14), Optional Item F.
Bridesmaid 3. Top A(size 10), Straps B, Accessory C, Fastening D, Skirt E(size 10), Optional Item F.

Each item has a price, so the total price per outfit is sum of these. Price for order sum of outfits.

The invoice should show 3 outfits with detail and total prices.

I was thinking of either adding some parts from Northwind to the basic contacts db rather than trying to cut out the 70% of Northwind I wouldnt need.

My access abilities are best described as rubbish, does the above sound vaguley feasible for a novice? Or should I just pull my hair now in anticipation?

thanks for any help

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Apr 13, 2005

I created a Contact database where I have the date and time as two separate fields in one of the tables. I have them defined as such, but would prefer that the fields wait until I enter data into them and not auto fill with the current information. Is there a property of these fields I can set so that these fields do not get auto filled? Again this database is too large to send, so I hope that you can help without it.

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Sep 17, 2012

I downloaded a student template from microsoft and have been able to figure out most of it. I cannot see where to enter the emergency contact information. Also, when I try to see the student and guardian table/list, the guardian list comes up empty even though I entered this information when I entered the student info...

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Jul 26, 2015

I am trying to use

RunMenuCommand
command : AddContactFromOutlook

But i get this error message

"The command or action AddFromOutlook isn't available now "

on a demo access "project manager" it works but in my data base does not ...

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