suggestions for tracking mailings...

[hockey8837]

Hi,
I need some suggestions on design/setup for tracking mailings.

My DB has 'tblContacts,' 'tblLocation,' and 'tblTreeWork' tables.

We are creating a letter to tell the Contact/homeowner (mailed to the 'ContactAddress') that LocationXYZ ('LocationAddress') is having TreeWorkXYZ done to it.

The contacts need to be selected based off a parameter query for 'funding,' which is stored in 'tblTreeWork'.

So, I have a query which pulls the parameter from a form, and a form which shows the results in a datasheet that the user will export into excel for further manipulation.

I would like to track who's gotten this letter somehow...I'm thinking about making a 'tblMailing' to store the letter date, name, etc...

Is there a way that I can have the user, upon export to excel, or giving the mailing a name, click a button that, say, gives MailingID# and the ContactID # from the above query so that if you open the contact's record, you see all mailings they've received?

Maybe I'm thinking about this in the wrong way... any suggestions would be appreciated.

 

[jdraw]

????I would like to track who's gotten this letter somehow.???
I think the best you can hope for is to know who you sent the letter to. No way to know they read it, acted on it unless there's more to the process. Not trying to be picky but to highlight an issue when sending info to an address generally.

You seem to have a good handle on the data and processes. Have you tried to build a model that supports your requirements?
see http://www.databaseanswers.org/data_models/index.htm for some samples and take a look at the Business Rules

 

[hockey8837]

Yes, I meant who has had a letter actually sent to them... I just need to figure out the best way to mark anyone who came up in the parameter query with receiving that mailing.

I probably also want to tie this action to the export of the mailing list to excel to save steps and also prevent the user from forgetting to mark everyone.

I'm working on a 'dummy' model right now to see if I can get it to do what I want... I don't think append or update queries are what I want, right?