HiWould anybody know if a suitable premade database is available? Or is this a custom job?
This is not something I could tackle with my limited knowledge.
We want to be able to select a client from a list, which can be updated easily. This will then complete certain fields on a form that are associated with that client, such as family size, name, current date, post code.
The form will depend on the family size, so there could be up to six different forms.
The form is basically a pick list for the foodbank, hence details/forms are dictated by family size.
HiSince @Johns444 was the original OP and says it has now been resolved, perhaps he can share his solution with you.
However it shouldn't be too difficult for you to do this yourself. You start by defining the requirements, from there you can design your tables and relationships and finally the forms and reports required to manage the data.
So for example you say 'need a way to quickly find and enter client details' - what are the client details? On the face of it probably as a minimum a name, a contact number and email? But what is a client? - is it actually a family? in which case what details do you require to define any family? Do you need everyone's names and ages, or simply a family name and number of members of the family.
Once you have clarified that you can then construct the tables and relationships
This may well be good value, I have no idea what to expect in terms of cost. We haven't knowledge of other (?better) options. We currently use a book, which is a lot cheaper! We are only looking to digitise to speed up the booking in process for clients and avoid a queue building up.Hi
Beacon CRM would cost £30/mo for the starter version.
What equipment do you currently have? Laptop / PC ?This may well be good value, I have no idea what to expect in terms of cost. We haven't knowledge of other (?better) options. We currently use a book, which is a lot cheaper! We are only looking to digitise to speed up the booking in process for clients and avoid a queue building up.
one chrome bookWhat equipment do you currently have? Laptop / PC ?
Well you would be better off running Office 365 Personal for £59.00 a year.One chrome book
I have sent you a message in Conversations.one chrome book
unfortunately Access won't work in workspace. I've not had much to do with workspace but the impression I get is it is more about data analysis/reporting rather than data management.we use Google workspace,
Which does not appear to include Access ????Well you would be better off running Office 365 Personal for £59.00 a year.
That is the US site? See the link I posted for the UK. Regardless, MS confirmed it is included, even if not shown with an icon.This is from the Office Website