how to display list of customer interactions

[denniston]

Hi, I'm trying to create a CRM type database. Please forgive my novice, it's been years since I've worked with Access.

I'm trying to get multiple records to display in a list of all my interactions with the current client on a form.
I think using a memo would be the best way to do this. Not sure though.

My table is Notes with the fields: ID, Client ID, Note Date, Note Type, Notes, Resolved.

I would like it to display like this:
"Date Type Notes Resolved

Date Type Notes Resolved

Date Type Notes Resolved

Date Type Notes Resolved"
etc.

Any help would be very much appreciated.

P.s. I have a relationship between Clients.ID and Notes.Client ID.

Thanks

[pbaldy]

Typically you'd use a subform bound to the notes table. Master/child links would keep the subform in sync with the main form.

[denniston]

pbaldy, thanks for the reply.

Typically you'd use a subform bound to the notes table.

If I understand this option here, I would have to page through the interactions one at a time. I would prefer to see a quick list of the interactions. Or, say the last 5 interactions.

Master/child links would keep the subform in sync with the main form.

I'm not sure what exactly this means, but I'm sure with some googling I'll get it figured out

[pbaldy]

Typically the subform would be in continuous or datasheet view, which would display a list of records. If you use the wizard to add the subform, it will ask you about the field(s) that link the two tables, and it will set up the master/child links.

[denniston]

Thanks again pbaldy, I'll look into that. I assume that this would be more like a grid. Is there a way to make it look more like formatted text (as in spacse, and line breaks)?
Something like this:
12/6/2017 Meeting
Notes Notes Notes Notes Notes Notes Notes
Notes Notes Notes Notes Notes Notes Notes
Notes Notes

12/5/2017 Phone call
Notes Notes Notes Notes Notes Notes Notes
Notes Notes Notes Notes Notes Notes Notes
Notes Notes

12/2/2017 Mailing
Notes Notes Notes Notes Notes Notes Notes
Notes Notes Notes Notes Notes Notes Notes
Notes Notes

[pbaldy]

Well, it would be a grid like you described in your first post:

Date Type Notes Resolved
Date Type Notes Resolved
Date Type Notes Resolved

Maybe some sample data would help visualize what you're trying to get. Are you showing multiple notes under a date/type combination? That type of formatting is probably possible, but will take some doing.

[denniston]

What I'm playing with is embedding a sub-report on the form page. Is that possible?


Here is some sample data

ID    Client ID       Note Date        Note Type         Notes
1     1               11/27/2017       Meeting           Met with Shawna Smith, Norman's niece.  She has POA, and is interested in seeing if the Humana Gold Plus HMO is appropriate for Norman.
2     1               12/6/2017        Meeting           Meet with Shawna completed enrollment application for Norman.
3     1               12/6/2017        Action            Faxed Medicare application to Humana for Norman.

I would like to display it something like this on the Form:

Notes:
12/6/2017        Action        
Faxed Medicare application to Humana for Norman.


12/6/2017        Meeting        
Meet with Shawna completed enrollment application for Norman.


11/27/2017       Meeting        
Met with Shawna Smith, Norman's niece.  She has POA, and is interested in seeing if the Humana Gold Plus HMO is appropriate for Norman.

[pbaldy]

I don't see anything unusual with that, but you can probably use a report as the sub. I've always used forms. That's just a normal format with the note on a different line than the other two. I thought you were trying to put multiple notes with a single date/type.

[denniston]

Ok Sounds good. I have to apologize for this next part (total novice).
Can you help me with the next steps?

I created a form that looks like this:


And I have the subform in my main form like this:


but I'm not getting any data in my subform:

[pbaldy]

The subform/report should have the notes table as its record source, and the textboxes would have fields from the table as their control source.