J
Jeff @ CI
Using Access 2000 - I need to design and implement a database to track sales
and clients. The structure of the program I am supporting with this database
is set up so that if we contract with person one and then person one sets up
a contract with person two who contracts with person three - we can track and
report on the "downline". One criteria is to set up a report that shows all
top level people with their downline.
I have created a table (ClientTable) which has basic contact information and
has the key of ClientID. I also have a field named ReferralID in which I
intend to store the ClientID of the person who signed him/her up.
In creating this application, I will need to ensure that when I create my
report for the downline, it shows the downline which is limited to three
tiers.
I am seeking advice on how to make this happen. I would also like some
hints as to how to create the report for this feature. I am comfortable in
setting up the remaining criteria for the database, but admit I am far from
Access guru.
Thanks for any help provided.
Jeff
and clients. The structure of the program I am supporting with this database
is set up so that if we contract with person one and then person one sets up
a contract with person two who contracts with person three - we can track and
report on the "downline". One criteria is to set up a report that shows all
top level people with their downline.
I have created a table (ClientTable) which has basic contact information and
has the key of ClientID. I also have a field named ReferralID in which I
intend to store the ClientID of the person who signed him/her up.
In creating this application, I will need to ensure that when I create my
report for the downline, it shows the downline which is limited to three
tiers.
I am seeking advice on how to make this happen. I would also like some
hints as to how to create the report for this feature. I am comfortable in
setting up the remaining criteria for the database, but admit I am far from
Access guru.
Thanks for any help provided.
Jeff