Jakboi
Death by Access
- Local time
- Today, 07:31
- Joined
- Nov 20, 2006
- Messages
- 303
Hello,
ACCOUNT_NUMBER
SHORT_ACCOUNT_TITLE
CONTACT_COMMENTS
CONTACT_TYPE_TEXT
ENTERED_BY
INITIAL_CONTACT_DATE
DATE_ENTERED
These are fields that are imported from Excel. I have to import 500-1500 rows each week which contain the data I need. Then I must, by using a form, go through these "Service Calls" and mark some that give the employee credit for the call and some that are unique calls. Meaning if they have serviced the same person 5x in the quarter I can only count that once.
There can be muliple people on a service call so I have these:
EMPLOYEE1
EMPLOYEE2
EMPLOYEE3
(Entered_By field contains the employee who recorded the call and they would have gone on the service call)
Then I have to record who they contacted regarding the account. The SHORT_ACCOUNT_TITLE will often differ from who they have contact regarding this account. So I have this field:
CONTACT
Then since muliple employees go on service calls together some may have already contacted this customer aleady. I have to keep track of employees unique customer contacts. So I have these fields:
CREDIT1 (checkbox for employee listed in the ENTERED_BY field)
CREDIT2 (checkbox for EMPLOYEE1)
CREDIT3 (checkbox for EMPLOYEE2)
CREDIT4 (checkbox for EMPLOYEE3)
Then I have to keep track of service calls regardless if they where unique ones or not. So I have this field:
ELIGIBLE
Then I put a notes section in so when I am filtering the data and finding what calls where good calls and need to make changes or whatever I can have a place to put that:
NOTES
Finally since some of these customer calls involve large amounts of customers (group meetings, etc) I have this field to type in a number of additional credit:
ADDITIONAL_CREDIT1
ADDITIONAL_CREDIT2
ADDITIONAL_CREDIT3
ADDITIONAL_CREDIT3
------------------------------------
So since I have to import Excel rows that contain the data I start with I am unsure of how to set this up and normalize it. I have attached my form I have used to find what fields I would need to show you more of what I am trying to do.
This form allow me to filter data that shows up in the subform. Then I can just double click it and bring up the record. Then mark the ones that count.
I am looking for any suggestions. Thanks.
ACCOUNT_NUMBER
SHORT_ACCOUNT_TITLE
CONTACT_COMMENTS
CONTACT_TYPE_TEXT
ENTERED_BY
INITIAL_CONTACT_DATE
DATE_ENTERED
These are fields that are imported from Excel. I have to import 500-1500 rows each week which contain the data I need. Then I must, by using a form, go through these "Service Calls" and mark some that give the employee credit for the call and some that are unique calls. Meaning if they have serviced the same person 5x in the quarter I can only count that once.
There can be muliple people on a service call so I have these:
EMPLOYEE1
EMPLOYEE2
EMPLOYEE3
(Entered_By field contains the employee who recorded the call and they would have gone on the service call)
Then I have to record who they contacted regarding the account. The SHORT_ACCOUNT_TITLE will often differ from who they have contact regarding this account. So I have this field:
CONTACT
Then since muliple employees go on service calls together some may have already contacted this customer aleady. I have to keep track of employees unique customer contacts. So I have these fields:
CREDIT1 (checkbox for employee listed in the ENTERED_BY field)
CREDIT2 (checkbox for EMPLOYEE1)
CREDIT3 (checkbox for EMPLOYEE2)
CREDIT4 (checkbox for EMPLOYEE3)
Then I have to keep track of service calls regardless if they where unique ones or not. So I have this field:
ELIGIBLE
Then I put a notes section in so when I am filtering the data and finding what calls where good calls and need to make changes or whatever I can have a place to put that:
NOTES
Finally since some of these customer calls involve large amounts of customers (group meetings, etc) I have this field to type in a number of additional credit:
ADDITIONAL_CREDIT1
ADDITIONAL_CREDIT2
ADDITIONAL_CREDIT3
ADDITIONAL_CREDIT3
------------------------------------
So since I have to import Excel rows that contain the data I start with I am unsure of how to set this up and normalize it. I have attached my form I have used to find what fields I would need to show you more of what I am trying to do.
This form allow me to filter data that shows up in the subform. Then I can just double click it and bring up the record. Then mark the ones that count.
I am looking for any suggestions. Thanks.