eurojourney
Eurojourney
- Local time
- Today, 18:43
- Joined
- May 12, 2010
- Messages
- 24
Hello everyone,
First of all, this is a great forum and have found some answer to my somewhat basic questions so thanks for the help already received. I am an Engineer so I am familiar with the logic behind programing and am quite computer literate; however, I am very new to Access and aren't that familiar with it.
Since I work in real Estate, I needed to put together a registration form for my clients and brokers as follows:
- One form has the broker's information (name, company, address, phone, email, etc.)
- One form has the client contact information (Name, address, phone, email) and the following options:
a) A check box to determine whether or not the client came with a broker/agent
b) A List of brokers from the other table in a combo box.
c) the salesperson in our office that took care of the client in a combo box as well.
d) the name of the project and the type of unit (i.e. penthouse, townhome, etc.) also in combo box boths.
e) the date of visit.
The forms are working fine - I type the information and they come up in the table perfectly so that's working.
Now I want to create another form and list some of the fields in the Client Form, i.e. Name of Client, Name of Broker, Email, Mobile Phone, Client's Country of Origin or Town of Origin, and be able to enter one, a few or all of these fields in this query form and be able to find a particular record or records based on that criteria. I want to have it in a form because the receptionist will be working with this so it has to be easy to use and "full-proof".
I found out how to do a form and a query for just one criteria, for example, "sales person" - by using [forms]![form name for query]![name of textbox or combobox] - and it will pull the clients that met with one of our salesperson selected in the combobox - but this is not enough, I need more criteria to be used, for example, name and last name of client or broker. I need this to serve two purposes - verify that any given client has come only once and haven't try to register twice with other sales people or using other brokers/agents and also, to see which clients one particular broker has brought to us or to see which sales person has brought the most clients. These are only two or three of the uses but the most important.
Please help me creating the form and query to achieve this.
Thank you,
Jorge / Eurojourney
First of all, this is a great forum and have found some answer to my somewhat basic questions so thanks for the help already received. I am an Engineer so I am familiar with the logic behind programing and am quite computer literate; however, I am very new to Access and aren't that familiar with it.
Since I work in real Estate, I needed to put together a registration form for my clients and brokers as follows:
- One form has the broker's information (name, company, address, phone, email, etc.)
- One form has the client contact information (Name, address, phone, email) and the following options:
a) A check box to determine whether or not the client came with a broker/agent
b) A List of brokers from the other table in a combo box.
c) the salesperson in our office that took care of the client in a combo box as well.
d) the name of the project and the type of unit (i.e. penthouse, townhome, etc.) also in combo box boths.
e) the date of visit.
The forms are working fine - I type the information and they come up in the table perfectly so that's working.
Now I want to create another form and list some of the fields in the Client Form, i.e. Name of Client, Name of Broker, Email, Mobile Phone, Client's Country of Origin or Town of Origin, and be able to enter one, a few or all of these fields in this query form and be able to find a particular record or records based on that criteria. I want to have it in a form because the receptionist will be working with this so it has to be easy to use and "full-proof".
I found out how to do a form and a query for just one criteria, for example, "sales person" - by using [forms]![form name for query]![name of textbox or combobox] - and it will pull the clients that met with one of our salesperson selected in the combobox - but this is not enough, I need more criteria to be used, for example, name and last name of client or broker. I need this to serve two purposes - verify that any given client has come only once and haven't try to register twice with other sales people or using other brokers/agents and also, to see which clients one particular broker has brought to us or to see which sales person has brought the most clients. These are only two or three of the uses but the most important.
Please help me creating the form and query to achieve this.
Thank you,
Jorge / Eurojourney
