Creating new records in a linked table.

[marystewart78]

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Hi folks,

New marketing initiative in work and I'm trying to record it in access. I have two tables - one with customer details and one with notes linked by Customer ID. On a monthly basis I will be entering new customers and sending them a letter of introduction - I would like to record in the notes table that I have done this but this willbe the first record in the notes table for these customers and there will be lots of customers to update every month. What is the quickest way to do this?

Many Thanks,

Mary

 

[georgedwilkinson]

Not much to go on here. Not sure what you mean by "quickest". In my mind, you create your status record with the date and go into Word and do a mail merge with your status records date field as part of the where clause.

Not sure if it's the quickest but if I were doing it, it would be.

Doesn't that make sense?

 

[georgedwilkinson]

Dang, did you just trick me into posting on a duplicate post?

 

[marystewart78]

Yes done a mail merge in Word - this side of things is OK. For each customer who I send a letter to I want to create a note to state that I've done this - this note will be the first of many notes if the customer takes the product being offered therefore I have put the notes in a separate table linked by customer ID. I sent over 60 letters the other day and rather than enter a note on each record one by one I wondered if there was a way to enter these enmass - but when doing this the Notes table will have no previous notes for this customer.

Is there way of if by entering Yes into a yes/no field this would automatically generate a new record in the Notes table with the appropriate details?

 

[georgedwilkinson]

Nothing is automatic. I prefer to use a status field instead of a Yes/No field...it allows you to change the status of a record over time (i.e. It's ready to send a letter, letter sending in progress, letter sent, etc.).

You can write a series of insert/update queries to implement this suggestion.

As I recall, don't you already have a bunch of really smart people helping you with this in another thread?