how do i add follow up calls in access so they pop up on the date.

F

fizgig

How do I make access more intuitive and able to record relevant information
in a sales scenario.I'd like to have my future call dates simply pop up on my
computer when I open access to remind me of the calls I need to make.
 
A

Al Campagna

fizgig,
Create a form, or report with a query that always calls any records with todays date in
the CallDate field.
With a form listing it would be possible to just show CustID/Name/Phone/Subject and
CallDate. You could update those records with new call dates as you proceed, and ... you
could set up a DblClick on the CustID to go to the full supporting record for that
customet if any additional data needs to be updated.
To get the form activated on Access opening, set it as the form to use in
Tools/Startup.
 

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