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  1. #1
    bleyden is offline Novice
    Windows 10 Access 2016
    Join Date
    Apr 2016
    Posts
    11

    Creating a detailed customer database and need help with particular fields that I need...

    I have a lot of questions, but the main ones that I am in need of help with right now are below. I started by using the contact database template that comes with Access 2016, and am modifying that to my specific needs.
    • The customers that I have are going to be registered for specific programs. I would like to create a tab on the "Contact Details" form that lists the registrations that they currently have, and fields to add a new registration for other programs. I would ultimately also like a separate form for creating these programs. With regard to this, I think I just need help understanding what new tables I need, what needs to be added to the tables that come with the template, queries, etc. (also if a query can be defined that would be great. Yes, I am a beginner and I am sorry!)
    • I would also like to have a tab in the contact details form for relationships, that would list current relationships to other customers, and the option to add relationships [which would consist of the person, and choice of a relationship from a list (mother, father, dependent, etc.)]. I would also like a similar relationship option for related institutions and their role in the institution (student, teacher, owner, employee, etc.). I also believe I would need a table for these institutions, but please correct me if I am wrong.

    Basically, I need help. Any suggestions, help, or anything that anybody can give would be a great help! I am new at this, so hopefully I won't be too much of a pain!

  2. #2
    orange's Avatar
    orange is offline Moderator
    Windows 8 Access 2010 32bit
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,850
    Work through 1 or 2 of these tutorials from RogersAccessLibrary.

    Class Info
    Consolidated Widgets

    And watch these free videos by Dr Daniel Soper:

    There is an 8 part series on Relational Database starting here
    Watch 1,2 and 4 (at least) before proceeding.

    Notice how the tutorials start with a clear description of what is required. It is important to have a clear, simple set of requirements. So one of your first steps, following the tutorial and videos, will be to clarify and complete what it is your database is about. Too often people jump into Access thinking it will work out the details. That's not the way it works. Access and all other DBMS will do what you tell them, and give an error when you break rules.

    Good luck with your project.

  3. #3
    Jen0dorf is offline Competent Performer
    Windows 10 Access 2010 32bit
    Join Date
    Jul 2015
    Location
    UK
    Posts
    453

    customer database

    Hi

    As a total Access expert ok I lie!!

    I've had many issues that have been solved through this forum so do keep posting. The only difficult question is the one you don't know the answer to- luckily unlike some other forums this forms users don't ignore simple questions rather they try to help..

    Whilst not an expert in Access I do have other areas of expertise and help on other forums, the best advice is to always put your question in the simplest terms. In many cases your problem is that you don't know the correct question to ask, and if your question is not clear people can't assist, after all if you don't know about Access tempVAR how can you research it??


    Look on youtube there are loads of free tutorials that you can dip into or even complete, you will find that looking through them will give you the basics

    https://www.youtube.com/watch?v=hMzf6u8hWqk

    Also take a look at

    http://www.opengatesw.net/demos/Desi...-version-3.htm

    you can download a trial and have alook at how it builds your relationship!!

    cheers

    Ian

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