Hello all,
I have decided to make the leap to Access and I am in the process of creating an entirely new database that will help me track my contacts, clients, jobs, invoices, etc. Unfortunately I am clueless on how to use Access and I do not think that I understand relationships as they are meant to be used. I have done a lot of reading but I've hit a wall.
My main concern is this - I would like to keep all of my contacts and their information in one table. I would like to keep all of my clients (which will refer specifically to a business) in another. However, when a contact is selected from a drop down menu on the clients table, I would like the data to fill in automatically. For Example:
==================
tblContacts
==================
-Contact ID - PK
-First Name
-Last Name
-Mobile Phone
-Personal Notes
==================
==================
tblClients
==================
-Client ID - PK
-Business Name
-Address
-City
-State
-Zip
-Website
-Fax
**-Contact ID - Drop Down that displays full contact name
*-First Name - Populated based on drop down selection
*-Last Name - Populated based on drop down selection
*-Email - Populated based on drop down selection
*-Mobile Phone - Populated based on drop down selection
==================
tblContacts relates to individuals
tblClients relates to businesses and locations
*I have read that this may be an incorrect way to look at the data, since it would be redundant - perhaps I should only use a form to combine all the data in one place?*
My problem is getting the corresponding fields to populate automatically in the clients table (or form) once I select a contact. The reason I don't combine this all into one table is because my contact could move to another job, and I would rather be able to re-select a new contact for a client record instead of entering an entirely new record.
Is this what a relationship is used for?
Is what I am trying to do even possible?
(I had a working version of this in Filemaker)
I am open to any suggestions if I can avoid some stupid mistakes here...
Please advise.
Many thanks!