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  1. #1
    Join Date
    Mar 2023
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    Add correspondence field?

    Hello:
    I want to add information about my most recent conversation with a customer in my database while retaining all previous conversations. Then I want to generate a report that shows who I spoke to that day and what was said. Is this possible in Access? Thank you!


    George

  2. #2
    madpiet is online now Competent Performer
    Windows 10 Office 365
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    Quote Originally Posted by George.Bamford View Post
    Hello:
    I want to add information about my most recent conversation with a customer in my database while retaining all previous conversations. Then I want to generate a report that shows who I spoke to that day and what was said. Is this possible in Access? Thank you!
    George
    Sure, why not?
    One way to do it would be to create a table for "conversations/calls" that has something like (CustomerID, Date, Notes etc). Then just create a form. Maybe open it off the Customer form and populate the CustomerID. helps if you know enough VBA to do it though. (Access without VBA is seriously limited)

  3. #3
    Micron is offline Virtually Inert Person
    Windows 10 Access 2016
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    Less coding if you just make the comments form as a subform of some other main form.
    The more we hear silence, the more we begin to think about our value in this universe.
    Paraphrase of Professor Brian Cox.

  4. #4
    madpiet is online now Competent Performer
    Windows 10 Office 365
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    Would require pretty much NO coding unless the poster wanted to do something funky when the record is added...

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