Help with basic form

[Mljohn]

I'm newer to Access. Using Access 2007.

I want to create a form that has the contact info for my clients. I want to be able to look up data and enter data that goes back to my customer table.

On this form I want to have a memo box that I can keep notes in about each client and have a date of when I entered the notes.

I also want to have a box for a date that I should call them back. I guess I would have a query to look up by date who should be called.

How is the best and easiest way to do this? Please don't assume I know much.

Matt

 

[HiTechCoach]

I have done many contact management / CRM type apps. I find it best to use a separate notes table with a separate record for each note. Tis way you can have a separate field for the data/time.

About the call back date, see this example:
Reminders

 

[Mljohn]

I have a notes "memo" table. What to do with it in the form I don't know. The reminder download looks good but I don't know how I would use it. There aren't any table with it.

 

[HiTechCoach]

I have a notes "memo" table. What to do with it in the form I don't know.

I normally put the related table in a sub form. This way Access will automatically link update the foreign key linking field.

The reminder download looks good but I don't know how I would use it. There aren't any table with it.

The data does come from the table tblJobs. If you can't see the tables, then press the F11 key to make them visible.