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  1. #1
    DigitalAdrenaline is offline Competent Performer
    Windows 10 Access 2016
    Join Date
    Dec 2012
    Posts
    100

    How to Build a Personal CRM Manager

    Hi Guys, well, it appears there's no longer any available software on the market for a personal CRM or contact manager to log events to. So, I'm going to build my own in Access, with two simple functions:

    1) To create contacts, (I can do that part) and
    2) Log new phone calls/meetings to each contact.

    So I was just wondering if someone could possibly point me to any tutuorials for setting up the call/meeting logs for each contact. Essentially, when I open a contact, I'd like to
    see the event history for that contact and create-add a new event to the end of that list.



    That's it. Plain and vanilla. That's all I'm looking for.

    Just wondering if someone might help with any broad feedback. Thanks.

  2. #2
    orange's Avatar
    orange is offline Moderator
    Windows 10 Access 2010 32bit
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,725
    You might get some ideas from this list.

    M$oft does have a Call Tracker template for Access.

  3. #3
    DigitalAdrenaline is offline Competent Performer
    Windows 10 Access 2016
    Join Date
    Dec 2012
    Posts
    100
    Thanks Orange. I did see that list while surfing the web, but not being a cloud fan, will likely build this thing slowly in Access. Cheers.

  4. #4
    ssanfu is offline Master of Nothing
    Windows 7 32bit Access 2010 32bit
    Join Date
    Sep 2010
    Location
    Anchorage, Alaska, USA
    Posts
    9,664
    Then maybe you might want to look at Call Centre Conceptual Model by Barry Williams

  5. #5
    Uncle Gizmo is offline Novice
    Windows 10 Access 2013 64bit
    Join Date
    Oct 2016
    Posts
    26
    Have you looked at the sample databases provided by Microsoft? I seem to recall there's a couple that might serve as a CRM database.

    I demonstrate how you can download one of the Microsoft samples on my blog here:-

    http://www.niftyaccess.com/setup-the-northwind-db/

    Sent from my SM-G925F using Tapatalk

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