Making new records in table using queries.

[marystewart78]

Hi folks,

I have two tables - one with customer details and one with notes linked by Customer ID. On a monthly basis I will be entering new customers and sending them a letter of introduction - I would like to record in the notes table that I have done this - if I was using one table I could use the update query to update all records at the one time but as it is two tables this doesn;t work else I'm doing something wrong ... can anyone suggest how I do this either using update query or another method.

Many Thanks,

Mary

 

[redneckgeek]

Does it need to be a text field for notes? If you are really just indicating a letter of introduction was sent, wouldn't a Yes/No field in the primary table suffice?

 

[marystewart78]

the intro letter note may be the first of many depending on the followup action needed. so yes it will need to be a text field.

 

[dkinley]

If you are looking to keep a 'scratch pad' (delete things as they pass, input new things or maintain 'this customer has two daughters and enjoys fishing') to maintain ongoing notes about a client why not just use a memo field and hang that at the bottom of your customers form?

If you are using bound forms ... and looking at tracking activities ... then you could create a subform for the notes table and place that on your customer form using your CustomerID link.

Either solution will eliminate the need for query building.

-dK

 

[marystewart78]

Subforms is a good idea BUT the other day I sent over 60 intro letters - I don;t want to have to go through each record to input the details of the letter sent! I want to be able to run a query (or something automated) which inputs the note for this action - for most this will be the first note of many so it can't be in the same table.

 

[Rich]

How do you record who's had a letter at the minute and how do you decide who to send them to?

 

[marystewart78]

This is a new marketing initiative so no current recording method. I will be sending to all new customers (another product) who haven't already shown interest in my product.

Surely getting access to create new records en-mass in another linked table can't be that difficult - any ideas?