How to Build a Personal CRM Manager

[DigitalAdrenaline]

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.

[orange]

You might get some ideas from this list.

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

[DigitalAdrenaline]

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.

[ssanfu]

Then maybe you might want to look at Call Centre Conceptual Model by Barry Williams

[Uncle Gizmo]

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/

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