Hi guys Please save me

[sjae181]

Hi guys

I've just got a task regarding building a simple database. (It might be simple for you guys but not me)

I've been searching whole google and youtube for this but haven't come up with desirable results yet.

What I've learned is setting up table, query and form.

I am struggling with consolidating multiple records in one field. (Sorry for my bad English)
(ie. There will be many contract history under one customer's name. So basically I want to set up a form like the following image.)



Ideally,
1. If I type Customer Name and Press Find button(hopefully works with enter button somehow) - (Orange box), then database will generate data like the following image image.
2. Grand total will be sum amount of $ value (please refer to red boxes)

3. From the result field, it will be perfect that I will have a drop down menu including "Won", "Lost", "Withdrawn", "Declined"


Guru! Can you guys please help me with this??

P.S If you can't be bothered to write a lecture here, your own template will be most appreciated

jaejun1233@naver.com This is my Email address Thank you!

[ranman256]

If this is a form, then the detail list is a subForm.
in the subForm footer,put another VALUE field, set it to sum: =Sum(value)
set the name of the text box to: txtSum

in the parent form,set the grand total field to that textbox: =subForm!form!txtSum

You must know the names of all the controls. Use the BUILDER. It always gets the names spelled correctly.

[orange]

Welcome to the forum.

I've just got a task regarding building a simple database.

What were the details of the task you were given?
What is/are the business process(es) involved?
What is your plan?

[sjae181]

That definitely helps thank you Ranman!

[sjae181]

What were the details of the task you were given?
- This database is for tracking sales lead. They want the form (inserted in body) and with a search bar for customer name.
What is the business process involved?
- Tracking sales lead.
What is your plan?
- To build a database that looks like the image above (with a search bar for customer name.

Thank you !

[HiTechCoach]

You may also want to look at the Sales Pipeline template/example database. It might give you some inspiration. Possibly be used as a starting point.

Click here to download this free template