This is so frustrating.
I have downloaded the "sales contact management database" template which is okay for my requirements. However, i NEED to set a callback so that when i have spoken to a prospect and they ask me to call back in an hour/a day/a month / a year i can set a date and when then date arrives it will pop up on my screen.
This really is the most basis function of any sales database so i dont understand why this is so difficult to sort out.
I have about 10,000 contacts ready to import into a database that is useless without this function.
My knowledge on access is "basic" so any advice would be greatly appreciated. Thank you in advance.
I have downloaded the "sales contact management database" template which is okay for my requirements. However, i NEED to set a callback so that when i have spoken to a prospect and they ask me to call back in an hour/a day/a month / a year i can set a date and when then date arrives it will pop up on my screen.
This really is the most basis function of any sales database so i dont understand why this is so difficult to sort out.
I have about 10,000 contacts ready to import into a database that is useless without this function.
My knowledge on access is "basic" so any advice would be greatly appreciated. Thank you in advance.