I need some help! Please read..

[jhiggins07]

Hi All

Pretty new to all this Access stuff but have to know how to do it for work! Doh! So heres what im trying to do...

We have a database in work that we keep all our info on our clients, but it is very out of date and the questions do not correspond with the answers we recieve from clients now etc.

I've started making up a new database as we are unable to change/edit the old one as the person who made it, left no note of the password!

I've created a switchboard page to direct the people to the specific parts of the database (e.g. there is one set up with a query to find people on a waiting list and all they do is click that and it displays their details).

Im wanting to make up a bit that you can send them out a letter, like we have set up in work. What happens is we click the button to 'Send Appointment Letter' and it goes into another sub-switchboard sort of thing and we pick what kind of letter ie first appointment, second appointment etc.

What I need to know is, how to narrow the letter down to a specific date. ie, in work a dialouge box comes up asking me to put in the date the person has their appointment on and then it displays a Report (I think) in Access which is in the shape of a letter with all their details on it including name address appointment time, date and venue.

I want to know how I would first of all:

• Create the Report?? if thats what it is for the letter
• how to put their information into the letter?
• how would i find i get the dialouge box to come up and ask me to input the date ?

Im really quiet unsure and would really appreciate some help!
Hopefully someone out there actually knows what I mean lol!
I've got plenty of more questions by the way. If you can email me your answers please at jamesy.higgins@ntlworld.com. If you would like me to send you a copy of the database to try and work out how to do it, dont hesitate to contact me. I will email it as it is too big to fit on this post (500kb) Doh!

Please, if anyone could help me that would be great. Just even if they try and do something to it and send it back to me?

Anything is worth a try .

Thank you !

 

[stopher]

I want to know how I would first of all:

• Create the Report?? if thats what it is for the letter
• how to put their information into the letter?
• how would i find i get the dialouge box to come up and ask me to input the date ?

An easy way to do this would be to:
- create a query that has all the information you need for your letter
- in the criteria for the client ID, enter [Enter client ID ]. This will prompt for the required client and your query results will be filtered accordingly.
- In a blank column, add LetterDate: [Enter letter date ]. This will prompt you for a date an make it available in the query.

You can run the query to prove that it produces the required results.

Next, design your report using the query as the source. If you've not tried already, I think I would advise not using the report wizard and just create it from scratch.

- click Reports-New
- select the query you just made from the dropdown
- click Design view

You will now see a blank report. You should also see a Field List window listing all the fields in your query (if not then click the Field list icon). You can drag and drop the fields from this list onto your report.

You can also add the text of the letter by adding "labels". The labels icon is in the ToolBox window (if not then View->Toolbars->tick Toolbox). Add as many labels as you like to create the format of the the report.

Save and run the report. You will see that you are still prompted for the client ID and date.

Now you can use the report in your switchboard.

hth
Chris