Form within a form within a form

[Blindability]

Hi Guys



I am an intermediate Access user from days gone by and have started to use it again for a charity.

I have been asked to produce a CRM database with a number of different functions.

I want to create a form that allows me to search for an individual customer (either by URN, First Name, Surname or Postcode) and for the individual record to be displayed underneath the form. I then want to be able to have a place where I can details what has been discussed with that client and who has spoken with them. Each of these entries would then be stored with their own URN whilst also showing the customer number, details of the exchange and who has entered the information. I need this for audit purposes.

Can anybody help with some advice??

Thanks in advance.

Matt

[June7]

Why do you need 3 form levels?

Main form bound to Customers and subform bound to detail dataset.

Here is one method to filter the main form dataset http://www.allenbrowne.com/ser-62.html

[Blindability]

Thanks for your reply. The link does half of what I am looking to achieve in that I can find the customer information.

The second part of the form is to have the ability to fill in information for another source.

Essentially one of the staff members would find a customer (your example would work for this), and then when they have selected the correct customer would fill in a separate part of the form to details what they have discussed. This information would need to be saved in a separate table to enable reports to be run showing which member of staff had put in each comment.

I haven't used Access in some time and am really struggling to find my way around 2013 and in some instances remember some bits!!

[CJ_London]

Assuming your table structure is along these lines

tblCustomers
CustomerPK autonumber
CustomerName text
...
...

tblNotes
NotesPK autoNumber
CustomerFK long
Notes Memo
NoteDate date (default value now())
...
...

Main single form with recordsource of tblcustomers with an unbound combobox to find customers

subform with recordsource of tblNotes in datasheet or continuous form view with the linkchild property set to customerFK and linkmaster to customerPK