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  1. #1
    Loish is offline Novice
    Windows Vista Access 2007
    Join Date
    Apr 2010
    Posts
    1

    Follow up calls, put in automatic date

    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

  2. #2
    TheShabz is offline Court Jester
    Windows XP Access 2003
    Join Date
    Feb 2010
    Posts
    1,368
    Why not set up a table with fields saleDate, call1, call2, call3 and an identifier to the sale (saleNum or whatever) and have the 3 call dates calculated automatically when a sale is made. Then you can query that table for today's date and earlier. Use the results to make your followup calls.

    Hope I correctly captured what youre trying to get done.

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

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