Vaimpir
JAFO
- Local time
- Yesterday, 23:03
- Joined
- Mar 5, 2004
- Messages
- 78
I posted this on another thread but I'm at a loss. Here is my dilema:
I want to create a database that records client information, ie, Name, Address, Mailing Address(if different), Phone Number, ect. I also want to record property information for a house the client is selling, ie, Bedrooms, Baths, Squarefeet, Sale Price,ect. And Last I want to record the information for the employee that entered the information, ie, Name, Email Address, Contact Phone.
On saving the record I wnat a confirmation emaled to the employee that entered it. I also want an reminder added to my Outlook Calendar of different follow-up dates for mailers to the client, ie, Accepted, Three Week Follow, Five Week Follow, ect.
I then want to be able to do a search for a specific date once I receive a reminder. This date search will look through all records and display all records that have an association to that date whether it be: Accepted, Three Week Follow, Five Week Follow, ect. Then I can print the appropriate mailing letter from a mail merge for that client.
If someone can help me set this up I would appreciate it. I know my way around Access but still do not have a complete grasp of the program.
Thanks,
Steve
I want to create a database that records client information, ie, Name, Address, Mailing Address(if different), Phone Number, ect. I also want to record property information for a house the client is selling, ie, Bedrooms, Baths, Squarefeet, Sale Price,ect. And Last I want to record the information for the employee that entered the information, ie, Name, Email Address, Contact Phone.
On saving the record I wnat a confirmation emaled to the employee that entered it. I also want an reminder added to my Outlook Calendar of different follow-up dates for mailers to the client, ie, Accepted, Three Week Follow, Five Week Follow, ect.
I then want to be able to do a search for a specific date once I receive a reminder. This date search will look through all records and display all records that have an association to that date whether it be: Accepted, Three Week Follow, Five Week Follow, ect. Then I can print the appropriate mailing letter from a mail merge for that client.
If someone can help me set this up I would appreciate it. I know my way around Access but still do not have a complete grasp of the program.
Thanks,
Steve