Senior management wants to track these interactions. It needs to know (1) when the scheduled (monthly, quarterly and annual) meetings (dates) are; (2) when the team actually met the customer (dates – to ensure sales team meets as close to schedule date as possible); (3) what was discussed in these meetings (meeting notes); and (4) how many new orders were secured during these meetings.
Different members of the sales team interact with different divisions in the customer’s organization and interactions are to be grouped under the same organization i.e. by customer organization.
My main issue is creating tables for each customer organization for the sales team. Some customers are contacted 12 times a year (monthly basis) and others 4 times (quarterly) or once a year (annually). This pattern is also adopted when sales team meets different divisions of the same customer company, that is, some divisions are contacted monthly while others on quarterly or annual basis. I have to develop a database in Access which will help the sales team members enter data about these interactions with the customer.
If I create a table by each interaction (say monthly) my table has 48 columns (12 months multiplied by 4 items Sr. Mgmt. wants to see reports on) for just one division in a company! Doing this for 4 or 5 divisions with different interval means creating a chaos of a table!
Also the sales team would like to enter this data through only one form that displays all the fields for the 4 items and 12 months on the same form!
I have managed to convince the sales team to use a report I will create which will show them their past interactions by dates (clicking on the dates opens up a smaller report for displaying each individual interaction) but they are adamant about the data entry through a single form.
The Senior Management also insists on receiving reports by customer organization, that is, one report per customer organization regardless of what the size of the paper the report printed on is!
Is there a way to create a table which can store all the data without having to create a massive table? I don’t mind how big the report gets in terms of page size as it is the Sr. Mgmt.’s problem
I have tried to split the table into smaller tables for different divisions but have been unsuccessful in linking them (one-to-one) to allow for data entry through a single form.