Hi, <br><br>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<br><br>
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Design for Notes table
- Thread starter advpay
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Add a table called tblNotes, with fields ID (autonumber),RepresentativeID (number/long integer liked to the representatives table), Note (memo type), FollowupDate(Date/Time), Handled (yes/no, default No)<br><br>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<br><br>How does that sound?<br><br> <p>Kathryn<br><a href=mailto: > </a><br><a href= > </a><br>
- Thread starter
- #3
I'm sorry, I'm not sure what you mean by the end of your post. You can create Handled as a Yes/No field in Table Design, it is one of the choices, along with Text, Number, etc. If you go into the properties for the field, under the Lookup tab, make sure that it is a Checkbox. You can set it's default in the properties of the field, also in table design view.<br><br>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. <p>Kathryn<br><a href=mailto: > </a><br><a href= > </a><br>
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