Design for Notes table
Design for Notes table
(OP)
Hi,
I have a database created that handles receivable management. I wanted to add the ability for represenatives to add notes and set the notes to come back up at another date/time (contact management). What tables would I need to add and fields, thanks for the help
I have a database created that handles receivable management. I wanted to add the ability for represenatives to add notes and set the notes to come back up at another date/time (contact management). What tables would I need to add and fields, thanks for the help
RE: Design for Notes table
The easiest way to handle the notes popping up is to have a form that pops up when the user opens the database. You can get their Windows login thru a Windows API, and use that in a query to figure out which representatives notes to show. Also in the query, you need to add criteria to show notes with FollowupDate <= Date() and Handled = No
How does that sound?
Kathryn
RE: Design for Notes table
Thanks
RE: Design for Notes table
On the form that pops up, besides showing the notes, you will need to show the Handled field. Your users will have to check the box when they have handled the followup.
Kathryn