Contact log template needed

J

JJ

Has anyone designed a form in infopath for recording customer contact that
also records questions, answers and any follow-up actions or responses?
 
C

Cate

I designed a series of forms for tracking contacts with clients
(inmates). We track the date, Who talked to them, Time in, Time Out,
Total time, Client name, and ID Number and comments. We have it set up
in a repeating table with each line for a different client. At the end
of the day, the user (counselor), submits the whole thing to a
database. When we need a report for one inmate for the month, I built a
query that will pull the information out by the inmate's ID # (again it
comes up in a repeating table). A second query will pull up reports by
date for all the counselors and a third pulls up a report for the boss
by counselor name.

I suspect you could do the same sort of thing with the information you
want to gather. You will need a unique number or customer number or
order number... something to retrieve it with when you need to add more
information or create a report.
 

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