Using Access To Maintain Client Data And Generate Standardized Letters
Jul 31, 2013
I'm not sure if Access is the right program to use for this scenario as I only know the basics on creating the database.
I want to be able to create a client database and then be able to generate a number of standard template letters at any particular time for selected clients.
I don't want a mail merge!!
Can access be used for this?
Ideally I would like to create a form for administrators to use to input new client info and update existing clients info and then just be able to click a button (or the like) to generate the standardized letter for a particular scenario.
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Oct 10, 2005
I've made an adp (access project ) file. I want to permit some users to look in the data but i'm not certain they have access installed, can i give them read-only rights by placing a data-access page in a network map? Can they use the functionality of a data-access page without having access installed?
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Jun 15, 2014
I have a button that when clicked moves a piece of data to a subform. I have put the whole sequence below. The trouble I am having is :
- The event will not happen until the form is saved. I think this is because fkTaskID is a new record (auto) number which hasn't generated yet.
- If I force the form to save it does work but then I get an error on the INSERT command when not all required fields of the form are complete (see sample in second part below).
Is there a way to save the record and maintain the integrity of the form input - and still have this code work?
BUTTON CODE
==========
Private Sub BTNAddReasonRw_Click()
Dim dIndex As Long
DoCmd.SetWarnings False
For dIndex = 0 To Me.LISTReworkReasonsUnselected.ListCount - 1
[Code] ......
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Nov 9, 2005
Hi 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
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Aug 31, 2005
We are in the process of converting from Lotus Approach to MS Access.
In Approach we could create letters that would add the fields we told it to.
We do not want to have to use the mail merge to Word. Can letters be created in Access?
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Mar 4, 2012
I'm creating a Dating Database on MS access, Now I've been given the attributes for all the tables. They are five (Client, Hobby, Meeting, ClientHobby, ClientMeeting)
Now I'm needed to create a form which allows me to enter the client data + at least two interests and their age calculated from their DOB. Seeing as I was only asked to put DOB in the actual Client table, I thought I'd create an Age query and then make that form out of the Age Query. (I already successfully managed to get the Age out of DOB in that query in a field of its own)
However, how can I add the hobbies field to that age query so I can finally create the form that I am required to do?
Second, I am to create a query which will be used for ‘matching’ clients. The criteria that you will use are: gender, age (using a range e.g. 20-25), interests/hobbies and city/town, this query ill be used to create a report which lists all the clients who match the entered criteria. How am I to do that?
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Sep 17, 2013
I am creating a database for an ambulance organization to track call history. One of the fields that needs to be populated is patient's last name. I need to show the last name when printing the form for billing purpose. However, I only want to shoe the first three letters of the last name in the table. For example, if the patients last name is Smith. When printing the form I would see the name Smith, but in the table I would only see Smi**.
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Mar 12, 2006
hi everybody,
great resource you have here! my employer is tracking around 250 pieces of data for each client at our facility. i am making a new access system based on their existing mysql database and web front end. before i start messing around with forms and reports, i want to see how well this existing structure will work in access, and what kind of approach i should take. i am a newbie with access, but lots of experience with asp/mssql/php/mysql. making web forms is so time consuming that i figured i would be best off moving the whole thing to access and starting from scratch.
client information is stored in eight tables. each table has around 30 fields in it. the first table has a primary key autonumber, and the other seven tables have foreign keys with unique constraints that point back to the first table. that is, for each client record in the first table, there can only be exactly one corresponding record in the other tables.
i did some data massaging, and got the eight client tables into one big table, but the resultant table has almost 250 fields in it, and access doesn't seem to like working with tables that big. so i am thinking that it is best to leave the eight tables separate, but linked in one to one relationships.
i was kind of ideally visualizing a form with eight tabs so that i could edit/update all of the information from the eight tables rather seamlessly.
my question is: what approach to table structure will best suit my needs, and what approach should i take to add/update/delete the info with forms? will i need to do vb for this? any good one-to-one example databases anybody could point me at?
thanks a million,
harry doyle
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May 20, 2015
I have created 2 tables: Client and Routing.
Each client record is unique. A client can have 'several' routing records.
Key field in Client is 'Client ID'.
Routing table has foreign key of: Client IDFK
I created a relationship of one to many from Client table 'Client ID' to Routing table 'Client IDFK'.
I created a form for the Client table and works.
Where I am having issue is: Client data is not populating into the following Routing form.
* I want a 'Routing form' that you can lookup client info and place it into that form.
* The bottom of the form will be all the routing table fields. The new routing info will be entered into it.
My client needs that form printed for the driver. Client will have many routing forms(records) but only one client record. The driver will have one completed form for each time he picks up client.
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Mar 27, 2014
I have two tables(see below). I want to set up a query, link these 2 tables together. I set a one-to-one relationship between Client ID in two table. But got error message :"Type mismatch in expression".
I tried to change Client ID data type from "Text" to "Number", then Access deleted some data under Client ID in Order table.How can I make this work, but not having to re-type in all data?
Client Table:
Client ID(Autonumber)
Client Name (Text)
Client Address (Text)
Order Table:
Order ID(Autonumber)
Client ID(Short Text)
Unit Order(Number)
Unit Price
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Feb 23, 2005
Dear All:
I have created a from containing names and address. On This form I have a checkbox called "MailLetter" and a command button called "Sendletter".
I place a check in the box corresponding to specific people, then using a command button a letter is printed to ONLY THOSE WHO ARE CHECKED.
The letter is a Word document that resides on the desktop.
Here is the code behind a command button to print. Not sure if it is correct:
Private Sub Command2600_Click()
Dim WordObj
Set WordObj = CreateObject("Word.Application")
WordObj.Visible = True
WordObj.documents.Open "C:Documents and SettingsUserDesktopLetter.doc"
End Sub
I assume this can be done through some sort of mail merge?
Thanking in advance.
Regards,
Dion
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Jun 15, 2012
When enforcing referential integrity, does access get angry about capital letters?Or just in general, if an address gets put in with a capital letter in one instance and then without in another does it make a difference?
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Oct 20, 2006
This 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
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Nov 15, 2012
I am trying to create a table which would include financial data, by year, by client. For example:
Client #1
2009 2010 2011
Revenue 5000 10000 1200
Expenses 2000 1000 700
Net Income 3000 9000 500
Client #2
2009 2010 2011
Revenue 5000 10000 1200
Expenses 2000 1000 700
Net Income 3000 9000 500
Etc.
Should I have headers as such:
Client #, 2009Revenue, 2009Expenses, 2009NetIncome, 2010Revenue, 2010Expenses, 2010NetIncome, 2011Revenue, 2011Expenses, 2011NetIncome
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Jan 17, 2014
I 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?
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May 13, 2012
How to use VBA..... I have set up a simple database to enter data into then upload to a client web portal.
I have a form to enter the data and the table this data goes into has a check box at the end which I want to have ticked/checked/True after I have exported.
I have created a query that shows me all data that is unchecked (not yet exported to an xls)
I have created a simple export macro that sends the query result to an .xls
I want the macro to finish by checking the "export" checkbox once I have done this....
I am using Access 2010 attached is a screen dump of what I have so far....
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May 16, 2013
I am working on a fairly ancient manufacturing database that identifies items using a combination of letters and numbers. The usual format is to have a letter (which suggests something about the item type) followed by a sequence of numbers.
I am trying to write a query that looks up all the records beginning with a prefix or arbitrary length, strips away the text, and finds the highest number.
Code:
SELECT Right(LocalID,Len(LocalID) - 1) As IDSuffix
FROM tblItemIDCrossReference
WHERE Left(LocalID,1) = 'T' AND IsNumeric(Right(LocalID,Len(LocalID) - 1)=True)
This query produces the error given in the title of this thread, whilst the following works:
Code:
SELECT Right(LocalID,Len(LocalID) - 1) As IDSuffix
FROM tblItemIDCrossReference
WHERE Left(LocalID,1) = 'T' AND IsNumeric(Right(LocalID,5)=True)
This related query also works and shows a load of -1s and 0s correctly
Code:
SELECT Right(LocalID,Len(LocalID) - 1) As IDSuffix,
IsNumeric(Right(LocalID,Len(LocalID) - 1)=True) As Alias
FROM tblItemIDCrossReference
WHERE Left(LocalID,1) = 'T' AND
But once again shows the error message when I try to filter the field Alias to -1 or 0 only through the right-click menu.I have tried piping Len(LocalID)-1 through CLng, CInt, Int, CDbl and CSng; this changes the error to 'Invalid Use Of Null' I have also tried removing the '=True' from the IsNumeric() term.
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Feb 8, 2006
I have completed a database for a company with 60 000 clients and over 100 000 job records.
The database works at very resonable speeds on the Server computer, or the computer on which I installed the back end of the database.
Each of the other 3 computers on the wireless network, have a local copy of the Front End on their machine, and reference the Back End (BE) on the server computer.
Each of the Client computers have varing speeds when accessing the BE, some as slow as 10 minutes for a simple search, filter or just loading a form.
What can I do to improve performance across the network?
Do I need to install additional components on the other computers to improve the db performance?
Your help will be much appreciated.
Joseph.
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Jan 29, 2007
Hi,
We are using MS Access as the backend to our application which has been written in delphi and have run into a problem that we have not been able to solve. Hoping someone has run into this before or any suggestions are much appreciated.
The problem:
MS Access runs slowly for client PC's after a update or insert.
- I am using ADO to connect to the Access database, which is using the OLEDB for ODBC Provider.
- The application I have sends queries (both select and update) direct to the database (ie client datasets are used).
- When only select queries are sent to the DB the response time is fine.
- When an update or insert query is sent to the DB the response time of the PC it is run on is fine.
- When an update or insert query is sent to the DB the response time of any other client PCs running the application take about 5 to 6 times longer to run queries than before the updateinsert query was done. This is the issue that I am having.
- Any client PC's that display this slower response time, can have their response time returned to normal by closing down the application and restarting it.
- No more than 3 PC's connected at one time to the DB.
- Maximum database size of 150MB.
- Problem occurs on various network setups, including domain and workgroup.
- Problem only surfaces for users at times well after any application updates have been applied (ie several weeks after, and then once the problem starts it continues).
- It does not occur for all user sites.
I have tried and thoroughly tested the following to no avail...
- Applied all the latest microsoft updates
- Closing and re-opening the ADO connection after updatesinserts
- Changed the ADO provider to Jet 4
- Saving the DB in Access 2000 or 2002 format
- Set the Default record locking to 'No Locks' and 'All records' and 'Edited record'
- Used 'Open databases using record-level locking' selected and unselected
- Many application techniques (using delphi) to work around the issue. Many of which have indeed improved general response times, but have not resolved this particular issue.
The only thing I have tried that has resolved the issue is... - Upsizing the database to SQL Server (Unfortunately this option is not a viable one for us at this stage, so I need to find a resolution to it while still using the Access DB).
Thanks for your help
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Feb 28, 2013
I have developed .net application ....at back end I am using ms access database. When I deploy my application at client end , I want only my ms access database should accessible to application only. Client should not be even to see which type of database i am using or its business logic .
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Apr 28, 2013
I have an acces form to input client orders. Each order has its own order number a different client. On the same form I have a button to generate a report based on the inpuuted data on the same form which works perfectly fine.
Now I need to use same report to save each order in a specific folder on my computer in pdf format. However I would like to have the file generated as follows ordernumber "-" clientname.pdf. This way each order is saved in the same folder without overwriting the previous one.
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May 25, 2005
I create a query from different tables. With an website based insert statement I put the data from this query to another table.
Is it possible to fill the table without the insert statement. But automatic done by the database itself. So insert/update all the query data automatic into the table
ThanXs
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May 19, 2015
I currently have tables that are in the database but they require the user to import the data from an excel file. This works fine however due to the data being imported I only require certain columns from the import, this is where I would use a query.
The data of the import will always have the same column headings. Firstname, lastname, usernumber etc..Unfortunately i'm not quite sure how I could get a script to generate a query of the selected columns after an import is completed.
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Aug 25, 2004
I have a talbe called LOOP in access. The fields in it ar appl,sales_table,title_code,and passalong.
From this table i want to autogenerate sql and run them in a vb function through access.
My first step was crating the sql. I did it using this query.
SELECT "DOCMD.RUNSQL "&"'"&"SELECT tsr,title "&title_code&" ord_time from "&sales_table&"'"
This generates the following vb command:
DOCMD.RUNSQL "SELECT tsr,title,q2_title,ord_time from appl_sales"
The genrated sql will be a insert into query but this is just an example.
Now this will give me the sql that i want. But I have no idea how to get that into a function.
Basically say it generates 10 different vb commands i need that to run as one function. Is there a way to do this through Access and VB.
Any help would be greatly appreciated.
Thanks
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Jun 2, 2015
I have a database that will take lots of data entered by an employee and calculate some additional data and generate quotations. Within each quote there is a possibility for 15 different metals (5 Precious Metals, and 10 Base Metals). There is also 5 fields that need to be filled out about each Metal (What the metal is, the market being used, weight, whether it is included in a different price, and the price). I currently have 75 fields to address each Metal and their 5 fields respectively. Is there a better way to Normalize this data, and accomplish what I need accomplished? I want at the form level the employee to tell the database whether they want to add a Precious Metal, or Base Metal, or Move on to other data entry.
Here is a Screenshot of the design view of one of my tables with too many fields : table screenshot1.PNG
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Jul 10, 2012
I have
Table called "Products"
Field 1= "Product ID" which is a text field (PK) but numbers are used (ie 1 -20)
Field 2= Products -showing our list of 20 products
When I enter a new product, currently I have to look in the table to find the last ID used then use the next one available. I have created a form to be used for data entry to enter new products
What I am trying to do is :- 1, have the form open at data entry level but still able to scroll and see all records and 2, Have the form auto generate the next number available. For example, I have 20 products entered so when the form opens to enter a new product, the ID is automatically at number 21.
I wondered if its because the field is a text field or I am trying to insert the code in the wrong place.
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