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  1. #1
    NikyShah is offline Novice
    Windows 7 64bit Access 2007
    Join Date
    May 2018
    Posts
    1

    Creating small database for allocating tasks to team members


    Hi All,

    I have to design database to allocate task to team members in sequence order. Right now, we are using Excel workbook and assigning work to each team members.
    Details:
    1. I receive email to contact clients.
    2. I have total 6 team members and as soon as I receive any email I allocate that email to any one team member but if he is not present then another in sequence will allocate that email. Also, sometime he also received pre-email for same date if he already assigned then I will see another team member in sequence and allocate to him.
    3. we have 4 main categories of Organizations for clients list. and each category has many sub-organizations.
    4. During allocating emails to my team member also I check Main Organizations and also Sub-Organizations.
    5. Once I allocate email to my team member then I put all client's information like - clientFname, ClientLname, ClientEmail, ClientContact, ReferralName, ReferralEmail.

    I think, I am good with tables and queries but I don't know how I can keep conditions for point-2. that to check any team member is present or not and if present not pre allocated. and if pre allocated and all other 5 already allocated with email then again his number will come.

    I hope I try to make understand my problem.



    Thanks and Regards

  2. #2
    isladogs's Avatar
    isladogs is offline MVP / VIP
    Windows 10 Access 2010 32bit
    Join Date
    Jan 2014
    Location
    Somerset, UK
    Posts
    5,954
    Cross posted at https://www.access-programmers.co.uk...d.php?t=299596
    Nicky, you are new to both forums and may not know the correct approach in connection with cross posting.
    Please read this link for information https://www.excelguru.ca/content.php?184
    Colin, Access MVP, Website, email
    The more I learn, the more I know I don't know. When I don't know, I keep quiet!
    If I don't know that I don't know, I don't know whether to answer

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