Can I modify a form so that it is an effect CRM tool. Right now I am
having trouble searching for contacts and grouping contacts in the
form option. |
Request for Question Clarification by
hammer-ga
on
15 Feb 2004 17:01 PST
By MSFT, do you mean Microsoft? If you are not locked out of the form
by whoever created it, Microsoft Access forms and tables are
completely alterable. You can make them do pretty much anything you
want. Could you be more specific regarding what you have and waht you
need to become "effective"?
- Hammer
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Clarification of Question by
digitalb3-ga
on
15 Feb 2004 18:57 PST
Work like act. cam i post or send you my form. i really just need a
form or page to "sort" the data. by region, search on notes
maybe...there are 7 notefields. i guess all fields, i think there may
be 30, if searchable would define effective. and any other 'gotchas'
you would foresee.
there will be multiple users. simultaneous hopefully, networked
enviornment. i already have the 'gui' set up.
Grouping would be good, like so i can group hospitals say, and bring
only hospitals up. this would be key, this happens frequently, also
by region, etc.
that and also, if you could make any suggestions relative to regularly
adding or deleting contact records in sometimes mass quantities.
multiple data sources, all in excel.
thanks and let me know, thinkin 60 on the tip.
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Clarification of Question by
digitalb3-ga
on
15 Feb 2004 19:12 PST
or more, i just re-read my clarification, i didn't mean to imply that
i only want a 60 solution, i can do the full 200 max if you think
it'll be helpful..
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Request for Question Clarification by
hammer-ga
on
16 Feb 2004 06:20 PST
Well, I can't completely rewrite Act! in Access for $200.00 ... *wink*
Why don't you post your mdb somewhere online where I can download it
and we'll see where we're at and what we can get you.
What version of Access do you use?
- Hammer
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Clarification of Question by
digitalb3-ga
on
16 Feb 2004 08:23 PST
Cool. I have no ftp access so pls visit mail.com user:
dannon@umpire.com pass: baseball.com to get the mdb file. it is
attached to the only message in the inbox. Also, i use Access 2000, i
believe. AB
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Clarification of Question by
digitalb3-ga
on
16 Feb 2004 08:23 PST
oops, the pass has no dot com.
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Request for Question Clarification by
hammer-ga
on
16 Feb 2004 09:09 PST
OK, I've got the mdb. I'll look this over and let you know what I can do.
- Hammer
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Clarification of Question by
digitalb3-ga
on
16 Feb 2004 10:18 PST
Thanks, let me know
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Request for Question Clarification by
hammer-ga
on
16 Feb 2004 14:38 PST
A couple of questions:
1. I don't see any fields called Region. When you say "sort by region"
which field do you mean?
2. You mention multiple Excel data sources. Do you need to keep the
data in Excel and link to it in Access each time you use the database,
or do you want to import it once and them work with it in Access from
then on?
3. Do you need all this functionality to be automated, or do you want
to learn how to use queries, filter by form, etc?
4. What criteria would you use to mass delete records?
- Hammer
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Clarification of Question by
digitalb3-ga
on
16 Feb 2004 15:59 PST
Thanks.
1. I would be searching and then grouping by city or state mostly.
Grouping so i can go through the records in the desired group.
example: i want to call every one of my contacts in baltimore. i'll
need to be able to "click a button" to get to the next contact record.
2. The excel sheets are the results of queries from commercially
available databases. the turnover is not high, although i foresee
imports occuring regularly. i am pretty sure i know how to import the
records into the table-so this may not be a big deal.
3. Your suggestion will help me here. I think you have a decent idea
of what i am trying to accomplish. at the end of the day, as long as
it similar to sorting in excel, and i have the ability to focus on any
particular subsets of contact records. (State, search on notes,
follow up date aka. next date, etc.) This would be an effective tool
for me and those who make outbound telephone calls with me.
4. Mass delete. Can it be set up so after i grab a group, subset,
what-have-you i can just delete them all?
5. Multiple users. Any advice?
Let me know if anything is unclear..
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Clarification of Question by
digitalb3-ga
on
16 Feb 2004 18:25 PST
fyi, i have temporarily changed the password to the umpire account,
let me know if you need it changed
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Request for Question Clarification by
hammer-ga
on
17 Feb 2004 06:44 PST
Digitalb3,
Here is what I recommend:
1. Create a Group table, related to to Group field in your existing
table. Place a combo box on your Form that allows you to select an
existing Group, or add new Groups on the fly.
2. Base your Form on a query that sorts by City and State by default.
3. Create a Search/Sort Form with the ability to build a Search based
on any field, plus a Universal Search option to allow you to either
search across all fields or all Notes fields only. This Form would
also allow you to specify Sort order.
4. Place buttons on the Search/Sort Form that allow you to perform the
following actions on the specified records: Retrieve (show in your
Form), Delete (with confirmation), Assign Group.
5. Place a button on your Form that takes you back to the Search/Sort Form.
6. Split your database into a front end with linked tables and a back
end, so that it can be used by multiple users.
This is quite a bit of work. To do it, I would require the maximum
allowed by Google Answers for a single question, being $200 plus a
$200 tip for a total of $400. If this is acceptable, let me know. I'll
tell you how to raise the question price and get started on the work.
If the price is too high, give me a limit and I'll tell you what I can
do within that limit.
Looking forward to working with you on this!
- Hammer
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Request for Question Clarification by
hammer-ga
on
21 Feb 2004 09:04 PST
By the absence of response to my last RFC, I assume that you are not
interested in pursuing this.
This RFC is just a note to let the other Researchers know that this
question is still open and available if anyone else wants to answer
it.
- Hammer
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Clarification of Question by
digitalb3-ga
on
23 Feb 2004 19:04 PST
Sorry man, got busy. I accept this as an answer and thank you for
your working knowledge. I am customizing ACT as we speak, it is
already networked, and is capable of GUI modifications.
When i saw your clarification i realized i may be biting off more than
i wanted to chew for a weekend project.
Please mark this answered, thanks again for your input.
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Request for Question Clarification by
hammer-ga
on
24 Feb 2004 06:03 PST
I can't officially answer the question without you being charged.
Since I didn't actually modify your application, I don't want you to
get billed.
I'm glad the advice was helpful to you. If you wish, you can just
expire the question.
Good luck with ACT!
- Hammer
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