I am an access novice and although I have been reasonably successful in building tables and forms that (more or less) work how I want them to, I am getting to the point of being out of my depth to finish this database.
Basically I have the following issues to resolve;
1. A reminder system. A constant recurring reminder, the time period of which can be adjusted by the user to suit the situation of the client. i.e. for a hot lead, the user would choose "one week" reminders, and then if this lead went cold, they could change this in a form to "three month" reminders. Values could either be based on the 1st contact date entry, or the actual date of modification by user.
2. Whether the best way to do this is linking in to outlook or by creating a login form for each user, with pop up alerts for each client?
3. I wish to create a sales in progress form that will auto-complete fields from the "vendors" table, and the "clients" table, plus also add a couple more data entry boxes (such as agreed price), all of which would save as a record in the "Sales in Progress" table.
Can anyone help me with any/all of these problems? I have attached the database minus personal data as an example.
The client input form stopped working ever since I added an auto-complete for the lawyers table to it.