Multiple Records For Same Client
Dec 8, 2013I want to create tables with clients and another table to populate multiple orders for each client. How these tables will look like and how to create one to multiple relationship.
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Linking Records Between Multiple Lists - Client And Products For Finance Company?
Oct 8, 2012I am trying to put together a database that tracks individual clients and what products they selected for a finance company. I have setup the CLIENTS list but because each client will have different (and multiple) services I wanted to add the SERVICES list as a separate item and then link each product to the individuals that each record relates to. There may also be two clients on the one product so again it would be ideal if the product (i.e a Home Loan product) was setup in the SERVICES list, and then I could link One or Two clients to that individual mortgage record using their data which is stored in the CLIENTS list.
View 2 Replies View RelatedTables :: Sales Database - Multiple Employees Per Client
Nov 8, 2012I'm still working on that sales database...and I now ran into an issue with multiple employees per client.
I have 2 tables, tbl_Employees and tbl_Clients.
tbl_Employees:
[Employee_ID]
[Employee_Name]
tbl_Clients:
[Client_ID]
[Employee1_ID]
[Employee2_ID]
Exporting Multiple Orders Into Excel Without Duplicating Client Name
Jun 7, 2012I have a typical table regarding client details: tblClients
Another Table containing Investment orders: tblOrders , of course many orders can be made per client.
What I would like to achieve is some way of exporting this data in to excel with all data regarding each individual client stored in a single record. (This is needed for mail merge purposes)
What i have now:
Client : Bob Fossil Order: Pension
Client : Bob Fossil Order: ISA
What i would like:
Client : Bob Fossil Order: Pension, ISA
Current Client/Prospective Client Database
Nov 9, 2005Hi all
Brand new on here and desparate for some help and guidence.
So far with Access I have just used it as a store of addresses to mailshot prospective clients.
However, I now need a more complex database and this is where you might be able to help.
First things first, most of my clients are in universities. This means that I can be used by more than one person in more than one department at a university.
Does this mean I need to do three tables:
1/ "University Details" which gives the address details
2/ "Department" storing the departments of the unis we work for
3/ "Client" Name of the client(s) in that department.
After this how do I link them?
Thanks
Razieluk
Client Not Able To View Current Records?
May 23, 2006Hi guys. I am trying to help a client regards an un-supported access database. They have a DB that is shared across a network (only have experiance on database on single client, never set up security etc....). The DB is installed on the Server.
The DB is access via a mapped network drive. The Database folder contains the following files:
MKC Clients_Quesries.mdb
MKC Clients.mde
MKC Clients_.des
On one machine the MKC Clients.mde is launched and 1086 records are visible. On a second machine the same MKC Clients.mde is opened but displays only 977 records?? An I missing the obvious?
Any help appreciated, she is a nice lady!!
Phil.
Client Records/Table: Creating A Pop Up?
Jan 25, 2008Hi,
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. ??
The same would then apply with all other clients.
Any ideas? questions?
thanx.
Modules & VBA :: Add Client - Button Creates Two Identical Records
Jul 4, 2013I have a database that was created by a colleague. They have created a form for adding client records onto the database.This is done via a button that, when pressed, checks mandatory fields for correct entries and then saves the record.However, when we do this, it is creating two identical records on the database.
She cannot see what she has done wrong in the code, and I know next to nothing about coding,
Code:
Private Sub CmdAdd_Click()
Dim dbAddClient As DAO.Database
Dim rstAddClient As DAO.Recordset
Set dbAddClient = CurrentDb
Set rstAddClient = dbAddClient.OpenRecordset("ClientInfo")
[code]...
Queries :: Table With Duplicate Records - Return Distinct Data For Each Client
Jan 17, 2014I have a table with duplicate records (which is ok) and I want to return distinct data for each client.
It works fine when there is only two fields returned however, when I add a third field to the query it no longer returns only the Distinct records - I am getting Duplicates returned.
I.E
SELECT DISTINCT tblClient.ClientNo, tblClient.Name
FROM tblClient
Works fine with only the Distinct records for each client returned
However
SELECT DISTINCT tblClient.ClientNo, tblClient.Name, tblClient.Address, tblClient.OrderValue
FROM tblClient
Now returns Duplicates!
Is there a limit to the number of fields to be returned using DISTINCT or what else could be the problem? Should I be doing this some other way?
Modules & VBA :: Inserting Multiple Records From Multiple Unbound Text Boxes
May 6, 2014I have a form with 15 unbound text boxes (daily temperatures) and what I am trying to do after entering the temperatures into the text boxes the user clicks an add button which will add 15 new records into the temperature table
the code I have started off with is
Code:
CurrentDb.Execute "INSERT INTO ColdTemperatures (ProductID, ColdTempDate, Temperature) VALUES (" & Lettuce & ", #" & Me.RealTime & "#, " & Me.Lettuce & ")"
which adds 1 successfully however if i repeat the code above for all 15 this Im assumming will create a potential bottleneck and slow the system down
is it possible to add all 15 records at once? do you think Im going at this the right way
Queries :: How To Count Records Based On Multiple Criteria From Multiple Tables
Jan 4, 2014I need to count records based on multiple criteria from two different tables. I have two tables (i.e. "tblTasks" and "tblTaskHistory"). The tables have a one-to-many relationship based on the "TaskID" field. "tblTasks" has a field called "AssignedTo" and "tblTaskHistory" has a field called "TaskStatus". I need to know how many tasks have been "reopened", the "reopened" status is located in the "TaskStatus" field in "tblTaskHistory". I need this count against a unique listing of employees which can be found in the "AssignedTo" field in "tblTasks".
View 4 Replies View RelatedTables :: Linking Records In One Table To Multiple Records In Another And Assign Percentage?
Nov 21, 2012I 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.
Combining Multiple Tables With Multiple Records
Jul 16, 2007Here is the situation that I'm hoping that someone can help me with. I'm working with a database that tracks our condo units - from prospect coming into the system until we close them as a buyer. All the units are setup in the system so a salesperson will select from the units available. All that works fine when I create reports. The problem is trying to get the parking and storage on the same reports with the unit information. The problem is that there are multiple parking/storage units "attached" to a single unit and I cannot figure out how to get them to all appear on a single row of the report. As an example -
I have units A, B, C
Parking units p1,p2,p3,p4,p5,p6
Storage units s1,s2,s3.
Unit A uses parking units p1, p2, p5 and storage unit s2.
Unit B uses parking unit p3 and storage unit s1.
Unit C uses parking unit p4, p6 and storage unit s3.
How do I write a query/report that would show:
Unit Parking Storage
Unit A p1, p2, p5 s2
Unit B p3 s1
Unit C p4,p6 s3
Thanks,
Chester Campbell
ccampbell@jfreed.com
Queries :: Put Multiple Records In Multiple Columns
Jul 31, 2013I have three tables. Risk, Names and RiskAndNamesJunction table. I have the junction table because I have many to many relation (meaning many people can be connected to one risk and many risks can be connected to one people).
The problem is that If I make a query to show the people related to the risks, if there are many people for one risk then it will put the people in different rows. Meaning that for risk 2 I will have three rows, because there are three people connected to this rows. See the attached file!
What I would like to do is to have a query which (in case there are more than one risk owners) puts the second name in another column, the third name in another column and so on. So I will have only one row per risks.
The attached file is a dummy file, so there are only maximum three names per risk. In the real file the maximum is five names per risk. So I am talking about no more then five extra columns. (So I am talking about a query which would put the first finding in the first extra column, then the second item in the second and so on till five. It there is no third or fourth or fifht item then the columns remain blank).
Unfortunately I have to do this because our mother company works with excel and they are sticking to this format in excel.
See the attached file ....
Linking Multiple Records To Single Records
Apr 22, 2013I have a database with a table with company names, then a relationship to another table that shows that companies' address, but I also want there to be an address 2 and 3 and so on, and some of our companies have multiple sites.So what Im asking is how would you be able to show multiple data, on a sing record.
View 3 Replies View RelatedToo Many Client Tasks
May 4, 2005Hi,
we use access for localisation in our application. The business object which accessess the access uses DAO connectivity and we often land to
"Too many client tasks" problem.
is it wise to change the DAO to ADO? if so the above problem will go off?
what are the chances that the problem still persists?
is that access has any limits on the number of connections? like 64, 255? or is that ADO/DAO has any limitaions on the number of concurrent connections to access DB?
Pls help, your help will be highly appreciated.
Thanks,
Venkat.
Client/Server?
Jun 18, 2007Hello, I am new to this forum and hope someone will be able to help me.
I understand that when querying using a split MS Access database it retrieves all the data to the client machine and then applies the criteria (hope this is correct) at the client side.
If I were to link to Oracle XE tables via ODBC, does a query using these linked tables still bring across all the records to the client or will it run the query on the server and just bring down the records matching that criteria?
Many thanks in advance...
Client Visit Log
Dec 14, 2005I'm making a pop-up form for a certain of clients who require advocacy. I'm including a screenshot.
The thing is I don't necessarily want the form to go to a particular record, but rather be null until lastname/firstname field is filled in. I've written code to look up if there's already a client on the file and thus use that file, but am stuck when if there's none, and it's a new client, how do I make it so a new file is created?
Currently, the lastname and firstname's record source is a query looking up the corresponding fields in the related table.
Also, should I do something special for form's load property to ensure that no new record are created until lastname/firstname has been filled in?
Private Sub LastName_AfterUpdate()
If IsNull(DLookup("advocacyid", "advocacy", [me.lastname=advocacy.advocacyid])) Then
DoCmd.GoToRecord , , acNewRec
Exit Sub
Else
Let Me.AdvocacyID = DLookup("advocacyid", "advocacy", [me.lastname=advocacy.lastname])
Let Me.FirstName = DLookup("firstname", "advocacy", [me.advocacyid=advocacy.advocacyid])
Let Me.LastUpdate.DefaultValue = DLookup("lastupdate", "advocacy", [me.advocacyid=advocacy.advocacyid])
End If
End Sub
Screenshot:
Need Serious Help- Form Due Tommorrw For Client!!
Aug 11, 2005Greetings All,
I have a feeling that my problem is easy, but I have been in a panic over this project, that I cant think too straight anymore (I think I need a vacation!)
I have a simple form for tracking employee activity, such as rehire, death, orig hire, exc. This works find, except they now want to be able to make changes to staff details like new job title and such. On the same form. They don't want to change forms.
So I added a subform that connects to the Staff Detail table, using the Clock# that exists in both tables.
When the form is open, user must choose employee from drop down, once choice is made the clockno on the main form fills in, however, the subform clockno which it connected to the main doesnot update- unless, is you go into design view and then back to form view, the subform fills in with the right info, you can even use it in quierys -- However, if you change the employee in the main form, its clockno will change, but not the subform, you have to go the design view again. I have no clue. HELP
Simple Client Booking
Sep 24, 2007I need to set up a simple Consultant Booking DB.
Consultants need to be able to log-in when they are available and be put in rotation. Agents need to be able to select the next available Consultant. I also need there to be a waiting list.
I would like to be able to run reporting on Time on Waiting List, Time with Consultant, etc.
Is there a simple way to do this? I would appreciate if someone could point me in the right direction.
Thanks
File Size To Lare For VPN Client
Jun 24, 2006Hi
I have created a db and am having serious problems, the size of the complete db is 3mb, and when split its 500k, the trouble I am having is that when putting the db on the network server and you try and open it based from home it takes so long for both the full db and the split.
The main db has one page that all staff need to see and have a quick response when opening on VPN client.
The form I want to open has a combo box that lets the employee select the company and all the information updates on the form.
I tried making a page in acces to do the same thing but having problems
Is this possible what I am trying to do or is there an easy faster option.
Thanks for your help
How To Check A Computer Client Allready Off ?
Jan 18, 2007Right now i using client server application using
- Frond End : Ms.Access + Winsock with UDP protocol. ( This program like Yahoo Messenger )
- Back End : Sql Server
I made this program for Remote Trading.
every second server or client will be send data.
Sometime Server send data only to specific client, so when client logon to application, I save the IP number and after logout i clear the IP
the problem will be happen when the computer client Hang, server cannt send a data to that computer, and waiting for ever until server hang too after that all client will be hang.
and the question is How to check status computer already ON or Off
i mean before server send data, server will be check status computer with that IP, If status computer On then True else False, so if computer client off, server don't need to send data.
thx
Erwin
Queries :: Getting Most Current Date For Each Client
Aug 3, 2013I have two tables:
1. Client Info table which contains the following fields:
Clientid
LastName
FirstName
2.DatesDistribution table
Clientid
DateAttended
The relationship is one to many for these tables.I have been trying to create a query that will show the following:
Clientid
LastName
FirstName
DateAttended (where this field only shows the most current date that the client visited)
Example:
ClientInfo has 2 records:
Clientid=jsmith
LastName=Smith
FirstName=Jim
Clientid=tjones
LastName=Jones
FirstName=Tom
[code]...
I have tried grouping the records in Client Info table to get distinct names and using a Last function to get the most current date with little success.
Forms :: Treeview For Client Folders?
Aug 8, 2013Am looking to do a treeview type of search to hyperlink to client file/folders on my network. This way I can hide the main file source location in the network and files can just be accessible via Access program search.
So far I found this link [URL] and the 3rd bottom option seems to be the most promising but I cant seem to figure how to accomplish the hyperlinks.
Creating Employee Database For A Client?
Oct 16, 2012I am creating an employee database for a client. The employee table has a performance column for each employee, and my client wants to be able to choose from four performance codes - Excellent, Good, Average, and Poor. They want to choose these descriptions instead of typing them in each time. How can I make this happen?
View 7 Replies View RelatedClient & Server Scenario Access Databases
Oct 20, 2006This post is really aimed at someone that has experience of network databases and the problems they can pose but if you can help at all that would be great!
I work for an insurance company and we have created a database for registering complaints on. The one we currently use is a single .mdb file which can be shared by up to 60 people at any one time. This is creating a lot of problems when the queries and some VBA code are run. I therefore made a server file which is just an mdb file with data tables in and NO forms or queries. This file is stored on a shared drive on the network server. We then created a client file which contains all of the forms and queries and code. This file contains linked tables to the server so when data is entered into the form, it "Sends" it to the server mdb file. The client is installed on each of the local machines c:. The problem with this was that if we made a change to the database, we would need to reinstall the client on every single user pc. This would of took ages. I therefore made an auto-update function that checked the version number on the server and if the server number was greater than the client number, a simple .bat fiile was run which copied the updated client file from the network to the relevant users local disk.
The problem we have now is that our IT department are concered that if we make a change to the client and all the staff log in at 9am for example, it will start doing multiple copying of a file around 8mb in size to around 60 machines. They are only running on a 2meg pipe so this could cause some problems. We are not looking to change the client & server idea but does anyone know if this will have a big impact and infact if the updates for 60 machine is the equivalent or lesser of 60 people sharing the single file i mentioned earlier. If the IT dept are happy with 60 users accessing the same file at the same time, which they currently are, why are they unhappy with it updating these machine using the new method.
Would really apopreciate any thoughts anyone has..
Thanks a lot.
Gaz