"FOLLOW UP" requirement

[Keith Burgess]

Hi There,

I have built a fairly basic DB to record incoming sales enquiries to our business. When we contact some of those enquiries later we are often asked to call back in 2 months time or 3 months time etc. There is a form within the DB were we can enter the outcome of conversations with the people making the enquiry.
What I want to know is there anything that I can do in Access that in 2 or 3 months time will remind me to call these people?????
The only date within the DB is the date of the incoming enquiry and the date when the brochure is sent to the enquiry.
Any suggestions would be welcomed.

Best Regards
Keith

 

[Len Boorman]

Basically you need to create a "call back" field

Sounds as if you are recording the conversation but I think that probably you need a new table with Call Back date and Client. You will also need a field to record when you actually called back. That way you can find ioutstanding Call backs and also have a record of all callbacks for a client

L

 

[RichardP1978]

On my portable appliance testing database, I need it to show me a report so I know what is due for testing, as some appliances get tested/inspected more frequently than others.

The way I do it is have a test date, then have a field for the item that has how many days until it requires another test.

I run a simple query that has this in a criteria of <Now()-([FormalInspectionFrequency]-30) Or ([CombinedInspecion&TestFrequency]-30) Or Is Null

the -30 is to give me 30 days to make sure that there ample time before the safety of an appliance technically expires therefore meaning it has to be removed.