Appointment Calendar Scheduling

[IdleJack]

Hi there my first post and I have a problem that's doing my head in!

I'm putting together a Customer Management dbase, in Access 07, and one of the tables is dedicated to scheduling (and the outcome) of customer appointments.

The tables I'm hoping to get a solution for are:

1: Customer Master Data (parent): contains fields such as Name, Address, Phone #, email etc

2: Appointment Master (child): there are 4 Appointment tables/queries, one for each of the available product groups, and contain such fields as Product Type, Lead Source, Lead Status, Appointment Date, Appointment Time, Sales Rep, Appointment Comments

What I am trying to do is find a solution as described below:

1: When the appointment is created the appointment is then pushed into Outlook 07; along with various customer information from the Customer Master table

2: OR is there an appointment/scheduling calendar, preferably with the same look/feel of outlook, available that forms part of the access 07 dbase? This is probably the preferred solution.

3: Any other suitable solution



Thanks for any assistance you guys can provide.

David

[June7]

It is possible to program interaction between Outlook and Access. I have done this for email, not for calendar.

Microsoft offers an Event Management database template you might check out. Open a new db and it is one of the template choices. Otherwise, Google: Access appointment - lots out there, maybe even free, or at least cheap.

Why multiple tables for product groups? Are these tables identical?

[IdleJack]

It is possible to program interaction between Outlook and Access. I have done this for email, not for calendar.

Microsoft offers an Event Management database template you might check out. Open a new db and it is one of the template choices. Otherwise, Google: Access appointment - lots out there, maybe even free, or at least cheap.

Why multiple tables for product groups? Are these tables identical?

Thanks for this I'll check it out.

The reason for multiple product tables is that within the company there are 4 divisions each specialising in different products. In the initial db that I built the users were putting wrong products under the various company branches; so to make it idiot proof I thought it best to separate the products and create separate appointment forms filtered by branch. Hope that makes sense! Also the commission structure is different by product grouping and people were claiming the wrong commission structure.

[June7]

Separate tables fine until you want to compare data between divisions. A single table and form could be managed, just need more code. Remember, the friendlier and more idiot-proof, the more code.

Google: VBA Access Outlook calendar

Here are some hits:
http://p2p.wrox.com/access-vba/5313-...ar-access.html
http://www.ehow.com/how_7243131_outl...ar-access.html

And check out this thread with a custom pop-up calendar date picker:
https://www.accessforums.net/code-re...pup-16076.html

[IdleJack]

Separate tables fine until you want to compare data between divisions. A single table and form could be managed, just need more code. Remember, the friendlier and more idiot-proof, the more code.

Tell me about it! Having to split the product table into 4 meant that I had to create 4 queries, one for each product/business group, and all was well and good until I tried to create a query to calculate lead to conversion rate! Still I got to write my first ever SQL query and created a union query! Whoohoo live and learn. LOL!

Google: VBA Access Outlook calendar

Here are some hits:
http://p2p.wrox.com/access-vba/5313-...ar-access.html
http://www.ehow.com/how_7243131_outl...ar-access.html

And check out this thread with a custom pop-up calendar date picker:
https://www.accessforums.net/code-re...pup-16076.html

BigTHANKS for this. After all the searching I've done looking for solutions to this conundrum you finally pointed me in the right direction. After a bit more tweaking I should have the Outlook calendar up and running with the appointments from Access. Much appreciated!