AutoDate entry

[ShaunDeane]

I would like to have some mechanism where I can
automatically have a field indicate when first contact
with a client occured (theoretically, this could be when
the record is created). Also, I'm wondering if the action
is "follow up with client in one month" whether a list
item that indicates 30 days can then populate some sort
of tickler file. Ideally, when I start the database each
AM, I'd be able to do a query that listed all of the
folow up actions for that day, as a result of past action
flags. Hope that makes sense. Any suggestions greatly
appreciated. Thanks!

 

[Cheryl Fischer]

In the design for your table, add the following to the Default Value for the
ContactDate field:

=Date()

When you add a new contact to the database, the current date will
automatically be added to the field.

For determining the follow-up date for any new contact - in a report, say,
use the DateAdd() function:

=DateAdd("d), 30, [ContactDate])

 

[Shaun Deane]

Cheryl - Thank you very much! That will really help me
get going. I appreciate the quick reply, very much. Have
a wonderful New Year!

-----Original Message-----
In the design for your table, add the following to the Default Value for the
ContactDate field:

=Date()

When you add a new contact to the database, the current date will
automatically be added to the field.

For determining the follow-up date for any new contact - in a report, say,
use the DateAdd() function:

=DateAdd("d), 30, [ContactDate])

--
Cheryl Fischer
Law/Sys Associates
Houston, TX

I would like to have some mechanism where I can
automatically have a field indicate when first contact
with a client occured (theoretically, this could be when
the record is created). Also, I'm wondering if the action
is "follow up with client in one month" whether a list
item that indicates 30 days can then populate some sort
of tickler file. Ideally, when I start the database each
AM, I'd be able to do a query that listed all of the
folow up actions for that day, as a result of past action
flags. Hope that makes sense. Any suggestions greatly
appreciated. Thanks!

.

 

[Cheryl Fischer]

You're welcome. Happy New Year to you, as well, and good luck with your
project.

--
Cheryl Fischer
Law/Sys Associates
Houston, TX

Cheryl - Thank you very much! That will really help me
get going. I appreciate the quick reply, very much. Have
a wonderful New Year!

-----Original Message-----
In the design for your table, add the following to the Default Value for the
ContactDate field:

=Date()

When you add a new contact to the database, the current date will
automatically be added to the field.

For determining the follow-up date for any new contact - in a report, say,
use the DateAdd() function:

=DateAdd("d), 30, [ContactDate])

--
Cheryl Fischer
Law/Sys Associates
Houston, TX

I would like to have some mechanism where I can
automatically have a field indicate when first contact
with a client occured (theoretically, this could be when
the record is created). Also, I'm wondering if the action
is "follow up with client in one month" whether a list
item that indicates 30 days can then populate some sort
of tickler file. Ideally, when I start the database each
AM, I'd be able to do a query that listed all of the
folow up actions for that day, as a result of past action
flags. Hope that makes sense. Any suggestions greatly
appreciated. Thanks!

.