Customer Database
Jan 21, 2008
hi all,
first time posting so please excuse the newbness.
i need to create a customer database, which i would like to be able to generate invoices from, nothing fancy or complicated, just name, address phone number etc. with a button to put this detail into a template word .doc file.
i would also like to be able to import all names and addresses at the end of the year to send a christmas card maybe or promotional e-mail.
how difficult is this to do? i kinda remember doing something similar at school years ago but can't remember how i did it.
any help/information would be greatly appreciated.
thanks in advance
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Jul 5, 2006
Hi
I am new to Access and would like to learn by taking on small projects.
Does any body know any good tutorials for beginners that could show how to start a database for a list of customers or something similar?
I have looked at the ones that can be created with the Wizards but obviously this doesn't help you understand the mechanics.
I would like to learn the 'nuts and bolts' so that I can expand the database and create new ones the more advanced I become.
Any good suggestions would be appreciated.
Thanks
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Jan 31, 2007
A friend pointed me in the direction of this site, and I sure hope someone can help. I need to build databases that will primarily be used for creating sales quotes. I know my way around, a little bit, but I am having trouble building this database. Would anyone be interested in helping me?
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Sep 7, 2012
create a check on a feild(customer id) of customer table in MS Access , as "Customer ID is of 8 characters, the first 4 are alphabets and the last 4 are digits"
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Dec 11, 2013
I have a Table Sales - that lists customer and order information
Most of the customers are new - is there a way to populate Customer Name Table with a new entry each time a new customer is input into the Sales Tale
(Without having to add the custome to Customer Name Table - then going to Sales Order)
OR
Failing that - is there a way to use a list box that points to Customer Name Table (and if it doesn't find the one you want, will allow you toadd a new record) In the SAME form as you use to add to Sales Table.
So:
Date (textbox linking to form.Sales) Customer Name (List Box linking to form.CustomerName + adding the info to form.Sale)
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Oct 5, 2004
I am having problems with a customer care type database. I used VBAUNBOUND to update information from one table onto a form.
If you select the combo box on the form, it reads the info from the one table, and updates 3 other text boxes in the form, but it doesn't update the main table in the database.
Tables:
Contacts - Customer problem details
tblcustomer - Branch details
Query:
qurycustlisting - Reads info from tblcustomer (used in form Contacts)
Form:
Contacts - Manually input details. Select branch name in combo box (reads from query - qurycustlisting) and then updates the rest of the branch details on the form. But the info insn't updated into Table Contacts
Pleas help
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Jul 13, 2012
I am assigned to create a customer quote database for our company. Now it is in excel and already have 40,000 records and increasing average 25 records everyday. The way they want to send quotes are:
- The number of items in the quote are varied from 1 o 15.
- Each item has six different prices, depends on the order qty and want to mention in different adjusent lines.
- Each item has different delivery time depend on order qty.
- Company's sales Terms and conditions need to be printed at the end of each quote in separate page. (two full pages)
How do I create the table to accommodate all these fields? Is it possible to accommodate all items/sub items in one table under one qutoe id. I have customer table, product table etc ready and little confused to create the Quote table.
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Feb 16, 2006
Hi all, just wondered if anyone would have an idea of the best way to implement this? I have a customer database, the relationships are below, and currently have done searching by town/city, street, purchase date, and also searching by area. But now the person i created it for wants to be able to search by 'groups of areas'. He has written how he would like to be able to search and they often include 3, 4, or 5 areas grouped together as one, and in only one or two instances he has included a small town aswell as a few areas.
Basically, it's been a while since i actually made the database (a year or so) and have not been using access much at all, so i'm having a bit of trouble working out how i'm gonna go about it and would like some idea's :D . I'm sure once i get back into the swing of it i'll be ok, but i feel like a newbie again at the moment :o :rolleyes:
Many thanks for any help you can give.
http://img349.imageshack.us/img349/7052/relationships8na.jpg
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Apr 15, 2008
Hi...I'm having issues.
I have a project trying to manage some patients.
I have a table with all patient information ~1000 patients. However, not all patients will be case managed. I have another table where I will add all the patients that need to be case managed ~ 100-300 patients. I'd like to be able to autopopulate the 2nd form (the case managed patients) by selecting the Patient ID.
I'd like the patient ID to pull the patient info from the 1st table and populate it into the 2nd table.
Same for physicians. I have a physician file with around 2000 physicians. I'd like to type in the physician ID in my form and have it pull all the demographic information for the physician and populate those fields...
Any thoughts? I am sick of cut/paste and retyping all this info that could easily be pulled for seperate existing tables.
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Dec 24, 2011
I have a DB set up with a debtors table (Customers) and a Customer Contacts table, I was thinking of combining these two tables into one.Most of the Debtors are companies, but a few are actual people. With the current setup, i need to have both a debtor and a customer in two different tables, but with exactly the same data.
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Sep 3, 2005
Hi,
I'm creating a db for customers and each customer can have many service orders.
In the customer form I have two buttons, one to create a new service order and one to open existing service orders.
Both buttons work as they are supposed to although I am doing this with custid, so both the customer and serviceorder tables have a field called custid and when the button is clicked to show existing service orders it matches both custid's and shows the corresponding records. However it onlt works at the moment with me manually entering the custid in the field in the serviceorder table. When a new service order is created I need the custid to be entered in both tables.
I hope this makes some sense, any help is grately appreciated!!
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Nov 1, 2005
Hi,
I currently have a "customer" form (which displays client details from a table - name, address etc) I would like to add history comments for each customer.
Does anyone know how i would go about doing this.
I image i could press a button on the current "customer" form that will open a history form which after typing a comment would be displayed on the main "customer" form, with date, time and comment.
I would obviously be able to add lots of comments to each record.
i would be greatful for any kind of help
Regards
Chris
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Aug 14, 2006
Currently my design consists of a table for customers and a table for suppliers. At first it seems logical. Or so I thought!
As my design is evloving I have noticed a problem. What if a supplier calls and says "I want to purchase a..." they then also become a customer!
Obvoius I know but do I leave the design (attached) as is or disolve the supplier table and then just add one field called [CustSupp] and have three options to choose from "Customer", "Supplier" or "Both"
I could then base any other forms like the [FrmCustomers] on a query that looks at the [CustSupp] field and has a Like "Customer" criteria
Whst is the best method. Any advice greatly received.
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Nov 27, 2006
i cant do this.. its too long..
basically i have a job table and a person table..
jobid, job date, job details....
personid, personname, person details...
the job table needs to store who BOOKED the job, and who was the PASSENGER in the job.
i want to use the person ids in the job table..
im having trouble here with the whole relationships and forms..
i need my user to be able to simultaneously add a booker and a customer to the person table and assign them both to a job and i dont know the best way to do it..
a few rules
job1 can be
booked by person 1
have passenger as person 1
job 1 can be
booked by person 1
have passenger as person 2
also the booker and/or passenger may be unknown.. which is why i want to create an unknown person in the person table.. with id 1 for example.. and anytime the booker or passenger isnt known my user can just type in id 1
someone help me.
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Jan 22, 2008
Hi There,
I have created this query and i want to return the top 5 suppliers per LOB. It is returning something but it is not the top 5. I want to limit only to return the top 5. Pls. help and thanks. See attached file.
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Jul 16, 2005
Thanks in advance for any help with this situation.
I have a table that contains all my customer information. Name, address, phone etc. The primary key for the table is an account number I assign to each customer. I am trying to make a section on my form where it displays a list of each interaction I have with my customer. A date and an interaction or case number. I made a second table with the same account number as a primary key to link them.
I have a tabbed form, on the first tab is all the information from my first table (name, account number, address phone etc.) and on the second tab I want to display the interactions for only the customer who's account number appears on the first tab of the form.
I tried putting a subform under the second tab, when I scroll through to records on the first tab, the interaction records for that account number do not appear on the second tab subform.
Any idea of how to do this?
Thanks very much,
Siirous
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Apr 15, 2005
I currently have four tables:Customer, Timepurchased, Ideas, and Projects. Is it possible to have a form or something that would allow me to choose a customer by their email address(which is the unique identifier in each one) and delete them completly from the db. Thank.s
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May 17, 2007
Hi, I am new to access and have just started to build our first database. We are an engineering company who sells automotive components. I have set up the database to process customer orders. Some of the products we sell are remanufactured and sold on an exchange basis. So, once a unit has been sold at some point in the future the customers original unit comes back to us to be remanufactured - but this is not the case with all products we sell.
The exchange units are booked in using a tracking number and then given a unique reference number. I want to create a database that enables me to book an order and be able to enter a courier tracking number for the old unit when a return is required. The tracking number is given to us by our couriers. I want my staff to be able to enter the tracking number and the original customer order to then appear, they then need to enter the unique number given to the return unit.
The problem I have with this is that the exchange unit is normally returned weeks after the original order was sent, and that not every product requires an exchange. Is there a simple way of dealing with this?
Any help is much appreciated
Thanks
Rebecca
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Jul 15, 2005
I checked the sample DB section, but could not find what I am looking for: a anonymous customer satisfaction database. Just a shell I can build upon. Does anyone here have anything similar I might be able to use?
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Aug 17, 2007
Hi, I'm not even sure how to describe my problem in the proper terms in order to look it up in any faq or tutorial.
I have one table, customers. Their name, number, etc.
Another table, products: Name, id, department, etc.
And the final table being orders. Customer bought product when, etc.
However, I'm only able to attach one product to each customer per order. I need to be able to attach any number of products, and I don't know how to go about doing that.
Also, when I create a form for entering all the data to these tables, the information doesn't stick. I create a form using the order table, enter the order and customer information, and have the products as a subform. The information will stick for each table, but they won't connect to each other.
If that makes any sense...
Any pointers would be great thanks, I don't even know where to start.
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Aug 5, 2005
I have a table with every invoice I have raised to my customers on it (160,000 records so far). Every record identifies the customer and the date of the invoice. I would like a query that returns details of the last 4 invoices raised to each customer based on the date of the invoice. So, if I have 100 customers I would expect 400 records returned. I have spent ages searching and reading the forums re this and have seen several post that I "think" are similar, but I think I'm too daft to understand the solutions put forward. I "think" this involves a module to count but as I have never written a module in my life am a bit confused. Any pointers would be greatly appreciated.
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Mar 27, 2006
Hello.
I am having dificulty setting up a query. What I have so far is two tables one with customer contact info (name address phone etc..) and one with transactions. I want to have a query that can show me the customer and all of his transactions in one record. I am able to list it now as multiple records but i want to have it all in one record.
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May 30, 2006
Each time a customer is recorded they are given an ID let say 301, each ID may have 1 to many items listed under it. How would I query the ID, customer info and the list of items?
eg.
ID - 301
Info - mr smith, address, etc.
items - hat, coat, shoes, etc.
If he then came back for more items he would get a new ID.
under the ID his info and items would be held not the name
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May 9, 2005
I have a table with customers details(Address Etc) but there is too many for me to use a combo or list box so i would like to use a text box.
Here lies my problem.
What i need is to be able to enter into a text box on form1 the first few letters of the customer ID no and this will open a hidden subform that will list the customers with those first few letters.
I then want to be able to select one from the list using the number keys and once i press enter it opens another form(form2) with all the customer information already inserted into the text boxes on form2.
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Mar 21, 2006
Hey guys, I have a question that I am hoping you can point me in the right direction on. Before I ask it, I am new to access. I have been looking at templates and reading and things on how to build a database. I have my tables setup, relationships I think are right and my form created. One of the things I am having trouble with is creating a drop down list to be able to pick a customer name for. I setup the combo box and have a customerID as the control source in the properties. I have the Row Source Type as table/query and the Row Source query setup so it takes the info from the customer table.
query:
field: customer.* name
table: customer customer
I think I am doing this the same way the templates have the properties but for some reason it won't allow me to pick from the list. It keeps saying "control can't be edited. It's bound to unknown field 'CustomerID'".
I attached my database. I hope it is clear enough that you might see what I have done wrong. Thanks in advance.
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Jun 18, 2005
Hi guys. I got unbounded form that I want to add searching functionality by utilizing indexes. I would like to know how to add indexes for my customer table so that I can use it for searching records. I be happy if some one help with make indexes. Thanks
http://i5.photobucket.com/albums/y1...tabledesign.jpg
==> pic of my customer table in design view
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