Hi,
First off apologies for another one of "these threads", I'm hoping somebody can give me some pointers on how to approach a project.
I need to create a database that will be updated daily with a list of clients to be contacted for telephone appointments. I have set up a table ("Clients") to hold all their details, and a form ("Appointments") to display the relevant information to the user. We will have a team of 10 people working through the list trying to call these clients and selecting a result from a listbox. Simple so far, but the next bit is where I'm stuck.
I need the clients who we could not make contact with to be tried again. The "next" button on the form would ideally go through the list in sequence initially, but on reaching the final record return to the top of the list but only display clients where an unsuccessful contact attempt has been made. This should continue until all clients have been contacted, or until we run out of time to do so when we will select an appropriate result in the listbox. My table includes a field ("Attempts") to track how many attempts have been made, and a field ("Outcome") will show "No contact".
It's been a long time since I used Access, and I've never used it for anything other than basic "work through a list" tasks. What I would like to know is how bbest to approach the above problem?
Should I be setting up queries to narrow the search results down and advance through them? Should I use macros and some sort of built-in record checking function? Should I set the form up like I would in Excel where each button click triggers a section of code and public variables determine which entries should be looked at?
If somebody can outline the steps I shgould be taking then I can review training manuals to fill in the (large) gaps in my knowledge of Access. I just don't know where to start. I don't expect somebody to program it for me (unless it's a simple job and someone is bored
), but I can upload what I have so far if need be.
Thanks in advance
Diberlee
First off apologies for another one of "these threads", I'm hoping somebody can give me some pointers on how to approach a project.
I need to create a database that will be updated daily with a list of clients to be contacted for telephone appointments. I have set up a table ("Clients") to hold all their details, and a form ("Appointments") to display the relevant information to the user. We will have a team of 10 people working through the list trying to call these clients and selecting a result from a listbox. Simple so far, but the next bit is where I'm stuck.
I need the clients who we could not make contact with to be tried again. The "next" button on the form would ideally go through the list in sequence initially, but on reaching the final record return to the top of the list but only display clients where an unsuccessful contact attempt has been made. This should continue until all clients have been contacted, or until we run out of time to do so when we will select an appropriate result in the listbox. My table includes a field ("Attempts") to track how many attempts have been made, and a field ("Outcome") will show "No contact".
It's been a long time since I used Access, and I've never used it for anything other than basic "work through a list" tasks. What I would like to know is how bbest to approach the above problem?
Should I be setting up queries to narrow the search results down and advance through them? Should I use macros and some sort of built-in record checking function? Should I set the form up like I would in Excel where each button click triggers a section of code and public variables determine which entries should be looked at?
If somebody can outline the steps I shgould be taking then I can review training manuals to fill in the (large) gaps in my knowledge of Access. I just don't know where to start. I don't expect somebody to program it for me (unless it's a simple job and someone is bored
), but I can upload what I have so far if need be.Thanks in advance
Diberlee
