Setting up a Follow Up Button...

[Furrionn]

Hi all!



I'm new to this forum, I plan on being an active user, as I want to learn how to make my own database for my business...

Right now I'm trying to create a sales database to track my daily follow ups and a note history for every account.

I'm having an issue of creating some sort of button called "Follow Up" and it would be a date/calendar field. Once it is filled with the appropriate date, I want it to be stored in a table and on any given day I can hit a "Follow Up" button on my home page and it will pull the most recent follow up date. Example: Today is the 23rd, when I hit the Follow Up button, it would direct me to the soonest follow up account.

I have a "follow up" table, but not sure how to mesh it all together.

Thank you,

[ItsMe]

It will probably suffice to place a single field in the table that holds the records for the events you will want to "Follow Up" with. Create a field of the Date/Time type. I would suggest to format it as a short date. If you want to include a time for your follow up, create another field in your table for the time, format as Time. Collecting date and time from a user and placing it in a single field is cumbersome. It is easier, more intuitive to place the date and time in their own, respective fields.

Make sure you are using good naming conventions to avoid conflicts with reserved words and also to easily recognize the type of object a given name is associated with

tblMyTable
qryMyQuery
frmMyForm
MyField
MyFieldKey

Now you have to develop a way to query your tables. You can create a Named Saved Query Object to do this. Use the query builder to create and save these Queries. It is common to have queries for data entry and other queries for viewing data. When you get to the part of building forms and reports, you want to have considered data entry and data viewing as two separate needs.

After you have a query built you can create a form. A bound form will allow you to input data directly into the tables, usually via a query object. You can bind a form to a query or a table. Binding the form will allow you to add controls to your form (in DESIGN view, suggest you avoid the wizard and Layout View). Controls added to your form from the "Add Existing Fields" list will also be bound. They are bound to their respective field in the form's recordset.

After you have thoughtfully completed these items and also included additional "Best Practices" to normalize your data structure, you could consider features to automate your app. A button that searches for the a date that is farthest away in time could employ the DMax() function. You could find the date closest to todays date using the DMin() function. When retrieving data that includes criteria you will need to include it in the functions Where Criteria argument.

The Dmin() function will look for the earliest date in the table unless you offer it a place to start looking

Dim dtFindFirst As Date
dtFindFirst = DMin("[FollowUp]", "tblOrders", "[FollowUp] => " & Date)