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  1. #1
    Sinatra Fan is offline Novice
    Windows 10 Office 365
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    Apr 2006
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    Orlando, FL
    Posts
    8

    Want to transfer data from one table to another...

    Question: I have a table that contains a list of public records that I use for the purpose of mail merge campaigns. When a person replies to my marketing piece, I want to be able to a) transfer that information into a new table, b) delete the record from the original table and c) add additional information to the record via an interview with a form I set up for a phone questionaire. For me, the easiest point to do is (C) which would be to have a separate table for call ins for the additional information from the questionaire form. But how do I transfer the record from the one table to the other and how do I delete the record. Mind you, I want this to be automated tasks.

    The reason for my thinking is that 1) I do not want to continue sending them marketing pieces if they called me already and 2) After a period of time, these records are going to be purged from my table anyway and I don't want my call ins or clients to be deleted altogether when step 2 is performed. Keep in mind that my business is foreclosure work and these records do have a shelf life. That's why they get purged over time

    Thanks for the help

  2. #2
    StepUP is offline Advanced Beginner
    Windows 7 64bit Access 2000
    Join Date
    Dec 2005
    Posts
    99
    Rather than go through all that, just add a Yes/No field to the table, lets say you call it "Completed".

    Then on any form or report where you don't want the replied to records to be included, add the criteria "[Completed]=False"

  3. #3
    Sinatra Fan is offline Novice
    Windows 10 Office 365
    Join Date
    Apr 2006
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    Orlando, FL
    Posts
    8
    so if I do this, then perhaps I can retain those records even though the date of the record coincides with a date of records I purge out of the contact table?

  4. #4
    StepUP is offline Advanced Beginner
    Windows 7 64bit Access 2000
    Join Date
    Dec 2005
    Posts
    99
    Exactly :shock:

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