Access 2007 Customer Service Template

[Newbie]

Hi I've been playing with the customer service template and I am trying to
figure out something. I have first created an employee and a customer record.
Then I created a case record to test, I made sure that every case record
field shown in the Case Detail form was filled out. Now with a case marked
active I can open the Employee detail form and see the case as assigned to
that employee and opened by that employee.
But when I open the customer detail form and click the "opened cases" tab It
doesn't list the open cases or closed cases for that customer. I can't figure
out why it doesn't list the cases for that customer. I need it to provide a
case history of sorts for the customer giving me all open resolved and closed
cases for that particular customer.

 

[Bob Buckland ?:-\)]

Hi Newbie,

You may want to also post this question in the MS Office Access discussion group, using the link below.

=============
Hi I've been playing with the customer service template and I am trying to
figure out something. I have first created an employee and a customer record.
Then I created a case record to test, I made sure that every case record
field shown in the Case Detail form was filled out. Now with a case marked
active I can open the Employee detail form and see the case as assigned to
that employee and opened by that employee.
But when I open the customer detail form and click the "opened cases" tab It
doesn't list the open cases or closed cases for that customer. I can't figure
out why it doesn't list the cases for that customer. I need it to provide a
case history of sorts for the customer giving me all open resolved and closed
cases for that particular customer.>>
--
Please let us know if this has helped,

Bob Buckland ?
MS Office System Products MVP

LINKS
A. Specific newsgroup/discussion group mentioned in this message:
news://msnews.microsoft.com/microsoft.public.access
or via browser:
http://microsoft.com/communities/newsgroups/en-us/?dg=microsoft.public.access

B. MS Office Community discussion/newsgroups via Web Browser
http://microsoft.com/office/community/en-us/default.mspx
or
Microsoft hosted newsgroups via Outlook Express/newsreader
news://msnews.microsoft.com

 

[Newbie]

I figured it out. First I changed the Linked child field in the second tab of
the customer detial form from "Opened By" to "Customer". It didn't make any
sense to sort those records by who opened them anyway.

Then I figured I would just scrap that subform and I created a new querry on
the cases table that showed me all cases by customer. I created a new
datasheet form for that querry and inserted it in the original customer
details "Opened cases" tab. Now when I open a customer details and click on
"Opened Cases" I see a history of all the customer cases listed by date.

Worked out ok.

 

[Jerry Childers]

I have encountered the same problem. I am unable to locate the "Linked child field" in the second tab of teh Customer Details form.

Help would be appreciated.