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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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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Jul 24, 2013
I am using a form to filter information so that I can open a report. The report displays information pertaining job costs. Each month the company I work for records their labor, costs, and travel in a form with a year to date amount. Right now, I am having a problem opening up a report for one specific job and a specific month. So what I want the dialogue box to do is to pick from a list of jobs then pick from a list of months, click a button that prompts a preview of the report.
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Mar 11, 2014
I have 3 tables.
One is a list of fishermen with all their info. I used a Code as the primary key.
The 2nd is a fish ticket sheet with fish tickets entered and the code in there as a foreign key in the relationship between the two.
I create a report listing the fish tickets and prices perfectly for the 4 fishermen I have entered fish tickets for. (I have 140 fishermen in the main table)
I added a 3rd table for payments made to the fishermen. There are two payments for 2 of the fishermen.
then, I go into report design view and drag in two of the cells from that 3rd table into my report.
The problem is the report then prints JUST the fish tickets and payments for the two fishermen that have payments...not the info for all 4 fishermen. I need to print out settlements for all the fishermen whether they have payments or not?
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Mar 26, 2014
I have a very simple report that is generated from a table. There are no queries associated with this report. When new information is entered into my table I run the report and the new information appears. It has been working correctly for months. Now all of a sudden after the new information has been entered it doesn't show in the report.
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Nov 22, 2005
Hi
I am pulling my hair out with what I am sure is a simple task, creating a search form that, when criteria are entered, finds a record and displays related data/results from 3 tables. I have tried every forum and web post I can find but I think there must be something fundamental I'm neglecting to grasp.
Quick background:
My database has 4 tables, Firm, Contacts, Mailout and FileNote
The database is contact-centric (ie, everything is linked to a contact record, multiple contacts are held against firms, mutiple file notes are held against a contact, contacts can be attached to multiple mailouts)
I need to search for a contact record based on multiple criteria (keeping it simple, lets say a combination of first_name & last_name OR first-name & firm_name OR their specific contact ID)
I need a 'results form' (not just a datasheet view) that displays all information related to that contact (i.e. all files notes + ability to create new ones, firm contact information, and mailout history)
I've created a Main form with Firm, Mailout, Contact & Filenote subforms embedded that enables me to scroll through every contact and view all related detail (as above) and add file notes & modify data very nicely. My problem is I can't search, I can only move through each record sequentially. Very handy when we have 4000 contacts!
I realise I'm probably a complete wally but could someone please explain to me the vital steps I'm missing? I've tried unbound fields, I've built SQL queries & command buttons (but results are dumped into a datasheet)....I'm lost.
Many many thanks.
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Sep 18, 2014
I have a list of people in a list box. In the list box I only have the people names listed. (example below)
1. John
2. Frank
3. Tim
4. Jessica
I want to click on one of the names and have a form pop up on the same screen that lists the persons contact info. If I had a table like listed below, could the info auto populate on a separate form.
[ID] [Name] [Number] [Address]
1. John 456-4567 123 Elm Rd.
2.
I want the Form to pop up and show...
Name: John
Number: 456-4567
Address: 123 Elm Rd.
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Aug 2, 2013
I'm trying to add the information from a form and subforms to a report. This would be a medication mar sheet and needs to be in the format of the attached word document. I'm happy to do it in a report and change the formatting if that will work better. The personal info needs to go at the top and the medication needs to be listed on each sheet.
The form is called FrmMarSheet. It basically needs the info from that like the "sample mar sheet.doc". I can only get one medication per page to work at the moment.
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Jun 18, 2013
I have a main form (Parent) along with a subform(Children). I want to have a button that generates a report with the Parent information as a header and the items in the subform as details. In addition, I want the report to show only the children that were recently added not all of the children.
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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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Apr 4, 2013
I am entering tax information that requires calculations into a form.
The calculations are visible and perfect on the form but do not appear in the table for printing.
A - should the calculations be created for each field in the report
B - should the calculations be entered into a Form/Query
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Nov 26, 2007
Hello,
I am creating a database for a user that has a health & safety report form on paper that he would like replicated on screen on a form that he could fill in. Is there a way to do this? If not any ideas of which way to go from here would be much appeciated.
Thanks in advance for any help
Craig
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Sep 29, 2007
I'm a genealogy nut and not so great at computers. I've got a report on cemeteries that gets things like a cemetery number, peoples names and tombstone information from one table. Got that working pretty well. I've got it to print the cemetery number in the detail header (there are 300+ cemeteries each with 1-100s of people in each). I want to take that number and use it in a different table to get travel directions and GPS for each cemetery.
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Mar 26, 2014
I would like to create a report that would really impress my supervisors, i just started at the company. I'm trying to create a call action plan, so i'm recording clients information on one table, and meetings we have had with each respective client on another table. Some clients will have multiple meetings, some few, and some none. I have a relationship set between them from the client's id number on the client table to the ClientID on the meetings table. one to many.
When I go to create the report, only the clients with meetings show up on the report, I would like client info to always show up on the report and meeting info to only show up under each respective client when it exists. I have worked out how to shrink and hide any text box without any info on it. It just seems like the existence of a meeting dictates where the client will show up at all in the report.
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Dec 25, 2005
I have a report in my DB that displays the results of several queries. How can I have the information displayed on my report entered into a table as a record when the report is generated?
Hope you can help!!
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Dec 25, 2005
I have a report in my DB that displays the results of several queries. How can I have the information displayed on my report entered into a table as a record when the report is generated?
Hope you can help!!
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Nov 9, 2006
Ok I saw this posted up in the forum but it was not explained.
I have a Query which asks for a parameter before giving an output.
I have a report that uses this query to display the information.
Ok what I am trying to do is create a form that has a textbox and I enter the parameter's information in that textbox or textbox. How do I send the information to the query?
The reason for such a thing is people tend to not follow the set guidelines for putting stuff in a parameter box. So what I decided to do was set up a calendar form which a person has to physically choose the date from the calendar and this leaves no room for real error. My problem is I can get the calendar information to the textbox or textboxes but can't figure out how to code the button to send the textbox information to the query & parameters & report, etc...
Can someone please help me out of this situation? or point me to a starting point?
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Jan 3, 2013
I have an Access 2010 report that is pulled from a dedicated query. When i run the report, one of the fields pull the information in both the numerical ID number and the Field information. For example, the field in question is a field for "business type"......the report comes back in some lines as Manufacturer, Supplier, distributor, or contract. In other lines it comes back as either 1, 2, 3, 4...which is the ID number form the table. I have gone through all the properties and data source and can not figure out my the information is being returned so differently.
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Aug 12, 2015
Been using the access database created by a previous employee for a year without any issues. All of the sudden, the data I am entering in the table is not showing up in the query or report.
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Feb 25, 2005
I have a booking form comprising of a main form which holds the person details, and a sub form which holds the details
of each course they book. I want to be able to produce a report/ letter from the current form (ie once a person has made a booking)
confirming that the booking has been made and giving a print of the details.
How I can produce a report based on just the current booking information just entered in the form?
Can anyone please give me some advice on this one, I know how to produce general reports but cannot see how to link one to a current form's data?
Regards
Peter
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Nov 7, 2006
I need help on this, from what the best concept is, to what I need to look into using:
I store Quote data from phone calls into tblQuotes. There is a seperate table that holds much of the same information except that it is for actual orders called tblOrders.
As far as function goes, I have each working much the way I need it to except for one thing... If a sales person is on the phone with a customer with a quote already in the system, right now they re-enter the data into the Order table. Most times, the order is what was quoted, but maybe with a few small changes (so I will wnt to keep a historical record of the quote). How could I copy the contents of the quote recordset into the recordset for an order, where all the sales rep does from there is edit the quote to the actual order?
Would I use VBA or an update query that is executed via VAB? Honestly, I am unsure how to do this at all, I hope someone has seen this before and has a good suggestion...
Thank you.
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Oct 2, 2013
I have been an MS Excel man all along my career and I am a novice in MS Access.I have created a table, [Initial Customer Approval] which records data from a Form, [Initial Customer Approval]. Once the data is entered in the Form, I need to do some calculations based on the data entered in some of the fields in the form.I created 6 different queries for the six possible values in those fields. now for each of those queries I created respective reports.I placed a Print command button in the Form.
1. When I press the Print button it should open the report for the current record in the Form. (Currently It Opens all the reports simulatneously, with only one relevant report containing the current record; other opened reports being blank.)
2. If user presses the Print button before pressing Save button then system should prompt user.
Here is the code (Please note [reference number] is the unique ID generated for each record entered in the tabe through form):
Private bSaveClicked As Boolean
Private Sub Form_BeforeUpdate(Cancel As Integer)
If Not bSaveClicked Then
MsgBox "You are trying to navigate away from the active record. Please either save your changes, or press ESC to cancel your changes.", vbOKOnly + vbInformation
Cancel = True
[code]...
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Dec 28, 2014
I am trying to create a P&L statement in access. I know what I want to come out at the end. I am just starting to play with access and having trouble getting what I want to come out of it.
On the sales side I have a query that gathers all the revenue sources and calculates a total for each date. I then use a second query to just take out the data I want for the P&L report. I created a sub-report that displays the data I want. I use the grouping and grand total features to get the total into the report footer. So far so good.
On the expense side I created a form of a query to manage the one to many relationship to capture the data for expenses (one purchase with many line items). I created a query based of this query to get the relevant data for my expense sub-report. I created the sub-report and got everything looking and calculating the way I want it to. I use the same grouping and grand total features to display the data in the report footer. Still good.
I created a new main parent report with the two sub-reports (sales & expenses) on it and even was able to pull the totals from the sub-reports into the main (so currently the subtotals of the two sub-reports are displayed twice). Now when I try to use the textboxes I used to pull the sub-report totals into the main report to perform additional calculations (sales - expenses) I get #error. I have tried different things and gotten ?name.
Control source for the two textbox controls on the main that display correctly, but don't let me do any further calculations.
=[rptP&LExpensesOverview]![AccessTotalsAmount]
=[rptP&LSalesOverview]![AccessTotalsTotal Sales]
To do the subtraction I have tried using the references above, as well as just using the names of the unbound text boxes in the report that bring the totals into the main report.
As a work around, I tried to build one query with all the data from sales and expenses, but can't "filter" based on date and get the data I want in the query results because the two sets of data are not necessarily related. I either get a long list of records, or no records (I am currently only playing with about 5 days of data).
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Nov 16, 2014
The aim of what I am doing is to create a monthly statement to give to our intermediaries that shows the commission they will receive each month for the deals they have referred. I have managed to create this report, HOWEVER I can't figure out how to filter out which month I need, so I a report for Jan, Feb Mar etc... The idea is that at the end of each month I need to run the report so only the latest month shows...
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Dec 21, 2014
How do I hide the report footer based on the report's data ?
I'm trying to hide if number of users = 1
The report's data is a query built inside the report's RecordSource, not a self standing query.
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Apr 10, 2014
I've done this once entirely by accident and can't seem to duplicate it...
I have a report. It has the following:
Report Header: Logo and title
Department Header
Supervisor Header
Group Header
Detail
Department Footer: Totals
Report Footer: Overall Totals for all departments
Here's my question.
I have combo boxes on my main form that filter this report. The combo boxes are referred to by the query that runs the report. How do I get proper unfiltered overall totals in my report footer?
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