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  1. #1
    dantray02 is offline Novice
    Windows 7 64bit Access 2010 64bit
    Join Date
    May 2014
    Posts
    4

    Database design - first access project!!

    Hi,

    First of all please bear with me. This is my first project and I would like some advice as to the best way to approach creating the following database.



    It is to be a client/task management database with the following key modules:

    Contacts
    Clients
    Tasks/Jobs
    Phone Calls

    As I am new I am trying to modify/merge the following custom databases, which seperately do exactly what i need:

    http://office.microsoft.com/en-gb/te...010206879.aspx
    http://office.microsoft.com/en-gb/te...001225356.aspx

    I just need help/best practice advice to merge them and link the tables, taking into account:

    All clients will have contacts
    There may be multiple contacts for clients
    There may be multiple clients for contacts
    All clients/contacts will or may have jobs and tasks
    Some jobs will be linked to phone calls
    some phone calls may need to be linked to other phone calls.


    All clients/contacts should be linked to both tasks and phone calls.

    Ideally I could create tasks from phone calls, and also create clients from contacts.

    One other thing, is eventually I would like to be able to create recurring jobs that appear every three months/annually/daily etc.

    I am really struggling with this so just a point in the right direction would be amazing.

    thanks,
    dan.

  2. #2
    ranman256's Avatar
    ranman256 is offline VIP
    Windows Vista Access 2010 32bit
    Join Date
    Apr 2014
    Location
    Kentucky
    Posts
    9,527
    Sound like you are doing good..these tables will all have 1 to many relationship with the tContacts table.
    The tContacts.ID will exist in all tables, so 1 client will have: many phones, many contacts, many jobs, etc.

    Use the wizard to build forms and sub forms for data entry/retrieval.

  3. #3
    orange's Avatar
    orange is offline Moderator
    Windows XP Access 2003
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,728
    Dan,
    If you really are new to database generally, I recommend you work through this tutorial. It will show you a generic approach that will lead you to a database structure that supports a business description. You have to work through it, but it will deal with concepts that you will become familiar with, and that will help you with your current issue. The tutorial comes with all steps and a solution.

    Good luck.

  4. #4
    dantray02 is offline Novice
    Windows 7 64bit Access 2010 64bit
    Join Date
    May 2014
    Posts
    4
    hi,

    thank you very much for your comments and advice. I will definitely take the tutorial. I really really need to.

    The two databases i am trying to merge contain all the forms and tables i need (with some slight modification). my main problem at the minute, apart from incompetency, is getting the relationships correct and establishing a common link between them all.

    cheers.

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