Results 1 to 2 of 2
  1. #1
    KaelAltreul is offline Novice
    Windows 7 32bit Access 2013
    Join Date
    Feb 2013
    Posts
    1

    Question Help me figure out a client database? Thanks you.

    I am trying to figure out the best way to do a small database for some of my workers in the office. I have clients under us and we need to track 2 things...



    1. Court Dates.
    2. Payment Schedule.

    I do all of the payment in QuickBooks, but the version I have is not capable of doing the scheduling the way I need it so it is merely retaining the completed payments and invoice totals. No one other than me is allowed to access it anyway that so it's fine how it is. This database is something I have the other workers accessing and updating.

    Now, I want the database to show up as a Monthly Calender. While I would like to keep it as one centralized database I figured two separate reports would work best.

    One showing the monthly calender with each day saying a client, the case number, and the actual court information(Time, Location, ect). I'm not too sure how best to retain that information as well in the tables. Or, Rather, I don't want to just delete the old Court Dates to put in a new one under each Client. I'd like to be able to refer back to the old dates. Some clients have multiple cases so they might have 3 or so court dates floating around, and all are active.

    The other I need to monitor what payments should be coming in that day for which clients. Also appearing in the form of the monthly calender, if possible. For submitting the information some clients have something along the lines of 30-50 weeks of payments and it's always the same day of the week it's owed. Is there a way to put a start and end date and let it know it's always the same day so Access knows to generate each week and have it put in each week correctly? In addition to just showing that say... $25 is due on Monday Feb 11th, but when that specific payment came in.

    I tried to explain everything as best I can. Thank you ANYONE that helps. I don't expect anyone to do it for me, but any help is very appreciated. If anything... does anyone know a good tutorial to help myself learn the newest Microsoft Access 2013? I haven't used access much in almost a decade so I very rusty.

    I forgot to mention. The basic information on payments in regards to amount, start, end, and weekly/biweekly/monthly is all done in a word/PDF document I make alongside setting up the new clients. Anything I can set up on those and port into Access let me know and I will be happy to set it up if it makes things easier or faster.

  2. #2
    burrina's Avatar
    burrina is offline VIP
    Windows 7 64bit Access 2010 64bit
    Join Date
    Oct 2012
    Location
    Freeport,Texas
    Posts
    1,383
    Scheduling is one thing and payments is another.Does it have to be calendar based? Have you sat down and physically drawn out a schematic of your database? Tables,Filed names,Relationships and queries? You wont find hardly anyone that uses 2013, most everybody is 2010 and back because of compatibility issues. Have you started the database already? I would encourage to take a look at this site for data construction and design ideas.
    http://www.databaseanswers.org/data_models/

Please reply to this thread with any new information or opinions.

Similar Threads

  1. Replies: 3
    Last Post: 04-23-2024, 06:59 AM
  2. Database relationships for Client>Episdoe>Service
    By AussieGal in forum Database Design
    Replies: 14
    Last Post: 07-11-2012, 02:56 PM
  3. Client/Event Database help
    By akrasodomski in forum Access
    Replies: 3
    Last Post: 04-16-2012, 08:03 AM
  4. Client Server Database
    By vaikz in forum Database Design
    Replies: 4
    Last Post: 08-02-2010, 04:33 AM
  5. client database for insurance sales
    By rublerv in forum Access
    Replies: 1
    Last Post: 03-25-2010, 08:00 AM

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
Other Forums: Microsoft Office Forums