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  1. #1
    k6saunde is offline Novice
    Windows 7 64bit Access 2016
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    Question Need Help!

    Hey All,

    Been a while since I worked in access so I'm a bit rusty. Using access 2016 32-bit

    I'm working on a database not of my own design. My friend wants to be able to keep a running tab of what service a client took and the date they took it. They want to be able to view and update the info from within the clients profile page. What is the best way to do this?

    Think of it like a quickbook register. Where you can go to a field in that register and click the drop down to select from a list of services and select 1 service you click accept or whatever and it puts the current date in the date field. then it goes down to the next line and so on. This must be part of the clients profile.



    Ultimately they want to run reports on how many people used a specific service within a specific time frame.

    Maybe a better example would be like a doctors office. The patients profile comes up and the nurse can see when you were there in the past and what you had done each time. They also need to add new records.

    How do I do that?

    Thanks

  2. #2
    vicsaccess's Avatar
    vicsaccess is offline Competent Performer
    Windows 8 Access 2013
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    That's a really broad subject that depends on many variables. Most important variable would be what is your knowledge and experience? from there what are you wanting and what are you willing to learn? do some searching on example database designs and try to narrow down how you want it to be setup and react. check out http://www.rogersaccesslibrary.com/f...9c4e8280092593
    personally i would have a continuous form with all the services that customer has taken with new blank record in the header with a save/edit/delete/clear buttons to be able to add or edit the records. it would be fairly easy to use a transparent command button over the individual records in the continuous form to bring them up in the header when clicked so that edits could be made.

  3. #3
    k6saunde is offline Novice
    Windows 7 64bit Access 2016
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    I have built some basic databases for personal use but nothing like this. What you describe sounds like what I want, how do I do it?

  4. #4
    vicsaccess's Avatar
    vicsaccess is offline Competent Performer
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    check out videos 19-22
    https://www.youtube.com/watch?v=3CgNOm7oheE
    this will get you a good start of actually what you were describing.

  5. #5
    k6saunde is offline Novice
    Windows 7 64bit Access 2016
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    Thanks, Those helped out alot. I think I have the relationships right but I'm not sure (see captureC). The other problem is I have 2 errors I can't seem to resolve (see capture A & B).

    Any idea how to fix these?

    Thanks,

    Keith

    Click image for larger version. 

Name:	CaptureA.JPG 
Views:	50 
Size:	33.8 KB 
ID:	23786 Click image for larger version. 

Name:	CaptureB.JPG 
Views:	51 
Size:	36.4 KB 
ID:	23787 Click image for larger version. 

Name:	CaptureC.jpg 
Views:	17 
Size:	106.0 KB 
ID:	23788

  6. #6
    vicsaccess's Avatar
    vicsaccess is offline Competent Performer
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    first error, first thing i notice is that is is referring to "clientInformation" but your table is named "ClientInfoT". when do you get the errors. what is leading up to them?

  7. #7
    k6saunde is offline Novice
    Windows 7 64bit Access 2016
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    Thanks for the response.

    Click image for larger version. 

Name:	CaptureA.JPG 
Views:	14 
Size:	33.8 KB 
ID:	23798
    Comes up when I start the database in access

    Click image for larger version. 

Name:	CaptureB.JPG 
Views:	15 
Size:	36.4 KB 
ID:	23799
    Comes up when I try to save any changed information in my subform

    Click image for larger version. 

Name:	CaptureD.JPG 
Views:	14 
Size:	113.2 KB 
ID:	23800

  8. #8
    k6saunde is offline Novice
    Windows 7 64bit Access 2016
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    Here is a look at the whole database


    Click image for larger version. 

Name:	CaptureE.jpg 
Views:	14 
Size:	118.4 KB 
ID:	23802

  9. #9
    vicsaccess's Avatar
    vicsaccess is offline Competent Performer
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    again i ask on the first error"first error, first thing i notice is that is is referring to "clientInformation" but your table is named "ClientInfoT". when do you get the errors. what is leading up to them?" look to see what the default form is to open when starting. looks like it refers to or is spelled differently. as for the second error read this-
    https://msdn.microsoft.com/en-us/lib...ffice.12).aspx

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