Hi all,
I working on my first access database in an effort to replace the daily task system my company uses (just emails, its very cumbersome). I'd have forms that populate tables with task details, then a report to display daily/weekly summaries.
The fields I would need for the tasks are:
- Staff name
- Date
- Task type
- Client name
- Client contact (for a phone call or visit)
- Client address (if it is an in-person visit)
- Description
- Duration
- Travel time (again for a visit only)
- Mileage (^)
I'm thinking I'll probably need a second table with client information (Name, Address, Contact(s)) with some kind of relationships setup to make the form filling easy.
I'd like for users to be able to fill out one form for each task that will create a record with that task info.
I'd like the client information to populate from their selection (if they enter a client name, the appropriate address and contact will also populate, but be editable).
One issue I am having is if I want a combobox that will auto-expand with the client names I need a separate table with all the client names, and have the selection populate to the client name field on the Task table. How can I have it so that if the user enters a client name that is not on the clients table, it will add a new record for that new client name?
I'm just hoping someone can get an idea for what I'm trying to do, and point me in the right direction.