Append Query selecting from an input list

[Susan]

I apologize in advance if this has already been asked elsewhere, I wasn't
sure what search string I should put in for this.

This is what I'm doing:
I have a database of client names with their addresses, insurance policy
terms, insured locations, etc. I am given a list of names every month. From
this list, I have to pull up all the info on those names, update the dates on
their policies, create a policy jacket, and then update the main database
with a flag "Sent" to indicate that their policies have been printed and sent
out.

How do I create a query that does this for me?

Summarized, I need (and if these can be combined into one step--even better):
- A select query that pulls up all the client information
- An update query that updates the database with the dates of their policy
term and the "Sent" flag

Printing out the jackets will be easy, I figure, if the select/append query
feeds into a temporary table, because then I can just create a report from
that. The tricky part of this that I just can't figure out is the two
queries above.

Thanks in advance for any leads and hints.

 

[Smartin]

I apologize in advance if this has already been asked elsewhere, I wasn't
sure what search string I should put in for this.

This is what I'm doing:
I have a database of client names with their addresses, insurance policy
terms, insured locations, etc. I am given a list of names every month. From
this list, I have to pull up all the info on those names, update the dates on
their policies, create a policy jacket, and then update the main database
with a flag "Sent" to indicate that their policies have been printed and sent
out.

How do I create a query that does this for me?

Summarized, I need (and if these can be combined into one step--even better):
- A select query that pulls up all the client information
- An update query that updates the database with the dates of their policy
term and the "Sent" flag

Printing out the jackets will be easy, I figure, if the select/append query
feeds into a temporary table, because then I can just create a report from
that. The tricky part of this that I just can't figure out is the two
queries above.

Thanks in advance for any leads and hints.

Hi Susan,

You are given a list of names? Is that all? It might be a little tricky
to identify the clients on this alone. What if there are two (or two
hundred) policyholders named "John Smith" or "ACME, Inc"?

If the list includes more definite information, and we know something
more about how your information is stored, we can probably recommend a
select query to positively identify the records.

Regarding the update piece, this is easy if you build a form based on
your table(s). Once you've established the record source for the form
(by using that select query we can't write just yet), you simply key the
new term dates into the form, check the "sent" box, and you're done.

HTH