S
Sammy
I'm using Access 03. I have created a new customer contact database and will
give each of the 5 sales reps a copy for their laptops. Every 3 months we
need to combine the reps databases into a Master database so that our central
office will have access to all customer information. The database files
consist of two important tables, CONTACTS and ACTIVITIES. I use an
Autonumber for the ID field in the Contacts table and the Activities are
linked to each contact by this field. I know how to work with macros/append
queries, etc., but I need to know:
1. How do I deal with the AutoNum problem? Should I start each reps
autonumbers at 20,000 increments so that when they're combined there are no
duplicates? (It's doubtful they would ever go near 20,000 customers)
2. Are there any suggestions on how I should go about setting this up? I
have data to import for some of the reps, but others are starting with a
blank database. I have not distributed it yet, so I can modify the design if
necessary. I plan to import the individual tables into the Master and then
run an append query to combine.
3. I need a quick way for the reps to Export the two tables into a blank
database. Should I create a macro that runs a command (Transfer) for both
tables?
P.S. - we are not able to have a centralized database on the network for rep
access, they must be stand-alone files on their lapies. Any assistance is
appreciated.
give each of the 5 sales reps a copy for their laptops. Every 3 months we
need to combine the reps databases into a Master database so that our central
office will have access to all customer information. The database files
consist of two important tables, CONTACTS and ACTIVITIES. I use an
Autonumber for the ID field in the Contacts table and the Activities are
linked to each contact by this field. I know how to work with macros/append
queries, etc., but I need to know:
1. How do I deal with the AutoNum problem? Should I start each reps
autonumbers at 20,000 increments so that when they're combined there are no
duplicates? (It's doubtful they would ever go near 20,000 customers)
2. Are there any suggestions on how I should go about setting this up? I
have data to import for some of the reps, but others are starting with a
blank database. I have not distributed it yet, so I can modify the design if
necessary. I plan to import the individual tables into the Master and then
run an append query to combine.
3. I need a quick way for the reps to Export the two tables into a blank
database. Should I create a macro that runs a command (Transfer) for both
tables?
P.S. - we are not able to have a centralized database on the network for rep
access, they must be stand-alone files on their lapies. Any assistance is
appreciated.