Hi I have made a table for prospective clients and want to add a notes section where I can add notes when I call them or they call me with the date. I have a comment section but thats not quite what I want. I would like them to be separated by date. On their own line or whatever. Any suggestions?
Want to add a notes section to my table
- Thread starter cinhun
- Start date
You need another table, with a foreign key field to relate it to the Client table, a Date field and a text or memo field (depending on how long your notes are). That way each client can have as many, or as few, related notes as necessary.
K thanks I actually meant to say in my form. Not my table. Have tables on the brain. Would I do a button thing to add a new note and then do it that way on a subform or what would be the best way. Going to have marketers and only want them to have access to the client forms assigned to them so want to be able to have them make the notes and all from the form itself...thanks for your help
You would still need another table to store the related Notes for each Client. Not sure if you're saying you already have that set up or not.
Then you would use a main form / sub form set up where the main form is based on the Clients table (actually a query of the Clients table, since you want to restrict records on a per user basis) and a sub form based on the Notes table.
Then you would use a main form / sub form set up where the main form is based on the Clients table (actually a query of the Clients table, since you want to restrict records on a per user basis) and a sub form based on the Notes table.
ok so no I dont have a table for notes just a table for clients and then made a form with the clients table. Not sure how to do a table for the notes then I guess. I want to be able to have it where when they talk to someone they add a new note and it shows the date and the notes. then when they talk to them again can add another new note. then also be able to go back and review the notes on a certain date or all notes and dates if that makes any sense
Let's say your existing Client table looks like this;
tblClients
ClientID (Autonumber PK)
FirstName
LastName
Address
City
State
Zip
Phone
Then you would add a Notes table like this;
tblNotes
NoteID (Autonumber PK)
ClientID (Foreign Key to tblClients. Number - not Autonumber)
NoteDate
Notes
You would then create a main form based on tblClients with a sub form based on tblNotes. You can use the form wizard for this if you want. If you already have a main form for your Clients then you can just create the subform and then drag it on to your main form in Design view to place it as a sub form. The Master/Child link in this case would be the ClientID field. The final form might then look like;
tblClients
ClientID (Autonumber PK)
FirstName
LastName
Address
City
State
Zip
Phone
Then you would add a Notes table like this;
tblNotes
NoteID (Autonumber PK)
ClientID (Foreign Key to tblClients. Number - not Autonumber)
NoteDate
Notes
You would then create a main form based on tblClients with a sub form based on tblNotes. You can use the form wizard for this if you want. If you already have a main form for your Clients then you can just create the subform and then drag it on to your main form in Design view to place it as a sub form. The Master/Child link in this case would be the ClientID field. The final form might then look like;
