Results 1 to 4 of 4
  1. #1
    ozlats is offline Novice
    Windows 8 Access 2007
    Join Date
    Aug 2016
    Posts
    2

    Recommendation of customer / prospect database template with note section


    I am wondering if anyone knows of a sales database template for access 2007 for keeping track of customers and prospects details but it must have a Notes / Comments section where all conversations & important notes is housed?
    I am currently using excel to keep track of over 200 individual businesses & as good as this is, the problem arises when with certain customers, the Notes / Comments columns stretch over 10 or 20 columns. I have only today given some time to look into options & thought Access might be a solution so if anyone might know of a solution or even if I am on the right track thinking Access would work then it would be appreciated. Thanks.

  2. #2
    RuralGuy's Avatar
    RuralGuy is offline Administrator
    Windows 10 Access 2013 32bit
    Join Date
    Mar 2007
    Location
    8300' in the Colorado Rocky Mountains
    Posts
    12,922
    Have you looked into the MS Access Templates yet?
    https://support.office.com/en-us/art...3-be20f1f3a7bd

  3. #3
    ozlats is offline Novice
    Windows 8 Access 2007
    Join Date
    Aug 2016
    Posts
    2
    I should have also written I have searched access templates & the internet. Havent found the correct template, not to say what i am looking for isnt out there but i havent found it hence my question for those who have greater knowledge than me.

  4. #4
    RuralGuy's Avatar
    RuralGuy is offline Administrator
    Windows 10 Access 2013 32bit
    Join Date
    Mar 2007
    Location
    8300' in the Colorado Rocky Mountains
    Posts
    12,922
    Since all of the templates create databases that can be modified, I take it you are looking for something that already has what you need.

Please reply to this thread with any new information or opinions.

Similar Threads

  1. Replies: 2
    Last Post: 06-20-2016, 07:06 PM
  2. MS Access Template DB Goods - Customer ID
    By GManci in forum Access
    Replies: 9
    Last Post: 02-11-2015, 02:55 PM
  3. Replies: 2
    Last Post: 01-09-2014, 07:24 PM
  4. Replies: 6
    Last Post: 12-11-2013, 09:27 PM
  5. Replies: 6
    Last Post: 03-26-2013, 12:17 PM

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
Other Forums: Microsoft Office Forums