Correspondence Log Design

[MonkeyChico]

I’ve designed a basic database that allows users to track progress and correspondence related to their accounts. The users enter their notes in a simple memo field which is attached to a button that adds a date stamp prior to their entries. I’ve read on various forums that there is a better way to design this type of correspondence log using an entry memo field which then populates a table that can be searched and sorted. How would I design this? I’d like the entry section to have the following fields:
- User initials
- Note type combo box (i.e. initial discussion, progress update, etc)
- Note itself

After the user completes all the fields and their notes, they’d click a button to add the note which would be date stamped and entered into a note history list on the same form.

I’m quite new to Access and I just can’t figure out how to build this. Thank you!

 

[HiTechCoach]

I’ve designed a basic database that allows users to track progress and correspondence related to their accounts. The users enter their notes in a simple memo field which is attached to a button that adds a date stamp prior to their entries. I’ve read on various forums that there is a better way to design this type of correspondence log using an entry memo field which then populates a table that can be searched and sorted. How would I design this? I’d like the entry section to have the following fields:
- User initials
- Note type combo box (i.e. initial discussion, progress update, etc)
- Note itself

After the user completes all the fields and their notes, they’d click a button to add the note which would be date stamped and entered into a note history list on the same form.

I’m quite new to Access and I just can’t figure out how to build this. Thank you!

You table will also need to have a field for the data/time


Example:

- account id - foreign key - link to the parent table
- User initials - probably a combo box to pick from a list
- Note date/time - date/time data type
- Note type combo box (i.e. initial discussion, progress update, etc)
- Note itself - a memo field if a single nore will be over 255 characters


see attached example

 

[MonkeyChico]

This template is perfect, thank you Boyd! Now I just need to dig in and replicate its design.