L
Larry
I am constructing a data base for tracking referrals with in my department
and have hit a little bit of a wall.
Here's what i have to work with.
There are 2 areas operations and phones. Our operations area processes
applications received by phone and from other areas. They use an access db to
track account opening progress and reporting.
I am making a new db for the phone area to track referrals sent to the
operations area and their progress once they are received there.
So I have linked the table from the operations db to my new one and have a
second table setup for associates to enter in their referrals on.
what i want to have access do is match up the names entered in the referral
table to the operations table and update a field in the referrals table as to
what the current status is on the application.
ex
rep a send john smith to officer b in the ops area for an application.
Rep a then logs john smith into the referral table
Officer B also starts their application entry in the operations table and
marks it as wip.
I need that wip status to then be reflected back onto Rep A's entry in the
referral table.
I would like to run it like this because not all referrals turn into an app
and thus would not be reflected on the operations table to be shown in a
query linking the names feilds of each table together as i have it now. So
i'm not getting a true number to output to excel for indepth reporting.
Any thoughts would be appreciated.
and have hit a little bit of a wall.
Here's what i have to work with.
There are 2 areas operations and phones. Our operations area processes
applications received by phone and from other areas. They use an access db to
track account opening progress and reporting.
I am making a new db for the phone area to track referrals sent to the
operations area and their progress once they are received there.
So I have linked the table from the operations db to my new one and have a
second table setup for associates to enter in their referrals on.
what i want to have access do is match up the names entered in the referral
table to the operations table and update a field in the referrals table as to
what the current status is on the application.
ex
rep a send john smith to officer b in the ops area for an application.
Rep a then logs john smith into the referral table
Officer B also starts their application entry in the operations table and
marks it as wip.
I need that wip status to then be reflected back onto Rep A's entry in the
referral table.
I would like to run it like this because not all referrals turn into an app
and thus would not be reflected on the operations table to be shown in a
query linking the names feilds of each table together as i have it now. So
i'm not getting a true number to output to excel for indepth reporting.
Any thoughts would be appreciated.