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Need some help in designing a simple customer database

lis0122@msn.com
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#1: Nov 13 '05
I'm creating a mini-CRM system for a couple of our telesales employees.
I have very basic knowledge in Access so bear with me. :) So far I
have three tables...

Contacts (the people to call)
Sales Activity (where call activity is logged)
Topics (product to call for)

I want to be able to continually add contacts to the contact table
around different topics. Contacts can have multiple topics and sales
activities. Then, I want to create a form with Contacts with a subform
of activities for them to input the activites around a certain topic.
How do I link the tables together and what's the best way to create a
form (or multiple forms) that will allow them to log the activity
around the topics? Thanks!


news.shaw.net
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#2: Nov 13 '05

re: Need some help in designing a simple customer database


The heart will be your Sales Activity table. Each record in here will
have one customer -- linked by an ID field to your customer table,
and one sales rep, linked by an ID field to a table of sales reps.

Make your tables first, then make a form from them using the wizards.

lis0122@msn.com wrote:[color=blue]
> I'm creating a mini-CRM system for a couple of our telesales employees.
> I have very basic knowledge in Access so bear with me. :) So far I
> have three tables...
>
> Contacts (the people to call)
> Sales Activity (where call activity is logged)
> Topics (product to call for)
>
> I want to be able to continually add contacts to the contact table
> around different topics. Contacts can have multiple topics and sales
> activities. Then, I want to create a form with Contacts with a subform
> of activities for them to input the activites around a certain topic.
> How do I link the tables together and what's the best way to create a
> form (or multiple forms) that will allow them to log the activity
> around the topics? Thanks!
>[/color]
lis0122@msn.com
Guest
 
Posts: n/a
#3: Nov 13 '05

re: Need some help in designing a simple customer database


Thanks for the reply. Where does the Topics (products) table get
linked?

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