Hi,
So I may be going about things in an odd way but here's what's up. I need to send various people emails to confirm financial details. Each individual may have multiple rows of data I wish to confirm with them. I have used forms in the past to help me with these kinds of laborious email tasks, allowing me to review all the details of the email before I click send and tracking those people who I've already emailed.
Each contact I wish to email has a record # that is associated with all the financial transactions for the coming fiscal year that I'm trying to confirm. What I am trying to do is generate a table in my form that will show names, periods of performance, and cash totals for each transaction. Since these pieces of info are on separate tables I have a query that has pulled this info together along with the assigned record #. However, setting the record # as the control source doesn't seem to restrict the table to only those rows. When I use a combo box it does restrict the rows by the record # but it only displays the name and only the first record. I would like to generate something like a simple Excel like table that would then be added to the body of an email. If anyone has any ideas I would love to hear them.