updating fields in another table

[hinser13]

I have a form for collecting enquiry details in a CRM System. At enquiry stage some are existing clients and some are new. For new clients requesting a quote and after entering their personal details in the enquiry form, I want to be able to click a button, that auto fills the same fields in another table/form "client accounts" and creating a new account, with their personal details, saving me retentering this information every time.

Information like, their name, address, email, phone no etc.

 

[Poppa Smurf]

For new clients use an append query to append the data entered on your form to the clients accounts. When you click the account run the query and the client details will append to the table.

 

[hinser13]

Thanks for the reply to my post.

The trouble is when I run an append query, it wants to append the whole table, not just new data. Is there a way to set criteria to only update new records. Ie; if there is already matching/identical data in the table to be updated to, then ignore and only append new unrelated data.

Thanks Mark

 

[Rabbie]

Make sure you set the criteria in your query to just select the data you want to add.

 

[Poppa Smurf]

In the table that you are appending to make sure that you have the primary key set. Then in the code to run the query have the following code

Docmd.Setwarnings false
run your query code here
Docmd.Setwarnings true

The Setwarnings will not display and message for a duplicate record when you try and append the screen data and the duplicate recorda will not be added.