I'm designing a customer sales & follow up database.
I have the customer form, (name, etc.) and a sales subform inside. The sale includes product and such, and the sales date.
Here's what I'm wanting to do:
Have a table for follow up calls, with a set follow up date that's kinda tied with the sales date. for example:
1st call = 5 days after SalesDate
2nd call = 1 month after SalesDate
3rd call = 6 months after SalesDate
Just wondering how i can work this so that the followUpDate in the followUp table is equal to these dates?
I am going to add in yes/no boxes for "1 week", "1 month" etc so we know which call is being done, and can use that to help calculate the date.
If 1week = True Then
followUp = DateAdd("d", +3, salesDate)
I also want to be able to pull up a form that shows all calls due to be made from todays date or before.
My main problem right now is just getting the followUp date to equal anything from the salesDate.
Thanks for any help and I apologize, I know just enough to get my self in trouble lol