Hi I'm new here and am hoping some of you might be able to help me.
I'm in the process of creating an Access database Customer Relationship Management database to log customer details, contacts, complaints, visits and communications. I have the bulk of the database completed and am happy with the functionality that I have managed to achieve with my limited Access knowledge. So far I have 5 tables and 20 forms and subforms.
The issue I'm having is with the main table which the rest of the database is built from, the "Customers" table. This table contains customer information such as account code, customer name, address, contact info, account type, and other customer info.
It is company policy that all customer accounts are set up on the finance accounts system and this is the main customer account management system. I need the Access database to be able to piggy back on the finance system. The finance system can export a spreadsheet of all customer info to Excel. My hope is that I can link the "Customers" table to this spreadsheet and then have the finance system auto export an up-to-date customer info spreadsheet every day/week.
I'm hoping someone can help me with the best way to do this. The "Customers" table contains some customer info not included on the finance system so I would like to be able to link the excel spreadsheet to the relevant fields in the "Customers" table.
I hop someone here can make sense of what I'm saying. Reading back through this I'm confusing myself!
I'm in the process of creating an Access database Customer Relationship Management database to log customer details, contacts, complaints, visits and communications. I have the bulk of the database completed and am happy with the functionality that I have managed to achieve with my limited Access knowledge. So far I have 5 tables and 20 forms and subforms.
The issue I'm having is with the main table which the rest of the database is built from, the "Customers" table. This table contains customer information such as account code, customer name, address, contact info, account type, and other customer info.
It is company policy that all customer accounts are set up on the finance accounts system and this is the main customer account management system. I need the Access database to be able to piggy back on the finance system. The finance system can export a spreadsheet of all customer info to Excel. My hope is that I can link the "Customers" table to this spreadsheet and then have the finance system auto export an up-to-date customer info spreadsheet every day/week.
I'm hoping someone can help me with the best way to do this. The "Customers" table contains some customer info not included on the finance system so I would like to be able to link the excel spreadsheet to the relevant fields in the "Customers" table.
I hop someone here can make sense of what I'm saying. Reading back through this I'm confusing myself!