Adding in an appointment system?

[rasghar12]

hi,

I have created a database which is a ,file management system, for a solicitors firm.
It does the following:

1) Store client details
2) Do time recording
3) Prepare invoices

Now they have asked me to integrate an appointment booking system into the database.

Basically, it needs to be able to Select a client and allocate them an appointment(date/time).

Can someone please give me a some tips on how to start?

I'm thinking about creating a table to collect the data i need and then produce a form?!
I cannot think of an appropriate form design for this, so if someone could possibly show me an example i would really appreciate it.

Thanks in advance

Rehan

 

[jaybird0730]

Hi - I integrated an appointment system into our Access db and might be able to help provide ideas. Our db tracks client information as well as follow up action items for each assigned account manager, and basically I wanted a tool to be able to set reminders for the account managers to be listed as appointment items in their email/calendar system.

Is this similar to what you're trying to do?

 

[foxtrot1961]

Hi, please share this with me? Thanks

 

[jaybird0730]

I have integrated Access with both Novell Groupwise and MS Outlook.

Basically, I did the following for both (general schema):

1) Created a user form with a button and set the on-click event to run the email and calendar event (you could set this up behind a calendar object if you prefer).

2) In the vba module, I posted a copy of the code that I found on the web

3) I had to research the object model to understand which references needed to be set within Access, and also to know how to walk the folders listing in the user account.

4) With MS Outlook, I had to take an extra step to allow un-blocked permission access to the Outlook object at run-time so as not to bother the user with pop-up dialog boxes warning of unauthorized access.

I did not need to do this with Groupwise.


5) I built some tables to track the events as a sort of behind the scenes audit trail, so I could monitor the system. I updated the tables with a SQL statement that was also connected to the button's on-click event.

6) I optimized the code to create a calendar appointment to a common calendar, to the user's direct calendar and also to the previously mentioned tables, thus facilitating 3 degrees of systematic tracking for the system from the admin's perspective.

These steps of course are general guidelines and will need to be customized to your solution and the UI you have built.

Let me know which areas you require more clarification.