D
Dennis
Hi,
I am working on a call tracking module. I’ve seen Microsoft’s temp and it
does not help.
I have the following tables:
tblCustomer 1 record per customer
Key: CustAcctNo
Flds: Name
Address, etc.
tblCall 1 record per customer per call “subject’. May take
multiple
actual calls to resolve issue.
Multiple calls per customer.
Key: CallNo
Flds: CustAcctNo
CallOpenDt
CallPurpose
CallCloseDt - If field is null, call is open, otherwise it
is closed.
WorkOrderNo - If call resulted in a work order
AppointmentId - If call resulted in an appointment
tblCallDetails 1 record per actual call / phone pickup.
Multiple Call Details per Call
Key: CallHistNo
Flds CallNo
CallDate
CallTime
WhoCalledWho
CallNotes (memo field)
I would like to have a screen that looked like
Top section for customer name and info, One line per Call, and one or more
lines for Call Details.
I’m having problems figuring out how to setup two forms. The first form
will be a page (tab) on the customer form. The page will list all Calls for
that customer and will be a continuous sub-form. I would like to list the
call details for that call under that specific call.
How do I do this? Do I setup the Call No as a form and then setup the call
details as a sub-form on the Call No form? And then setup the Call No form
on the tab page on the Customer form?
I ideally, I would like to be able to condense and expand each call’s
details (like + & - in Windows Explorer). Can I make individual call detail
sub-forms visible and invisible? This is not a big issue, but a definite
plus.
I also need to have a second form that enables the users to work on all open
calls. That is, when the form is open, all open calls will be displayed
(probably in date open order) along with all of the call details for each
call. As the user works each call, they will need to add a new call detail
entry row for that call. The only reasons to change a previous’ call
information is the correct incorrect information on that call detail.
I’m guessing that my main form in this task will be a continuous form based
upon the calls and then have a sub-form for the call details.
Am I on the right track here or am I way off base?
Thanks for your assistance.
Dennis
I am working on a call tracking module. I’ve seen Microsoft’s temp and it
does not help.
I have the following tables:
tblCustomer 1 record per customer
Key: CustAcctNo
Flds: Name
Address, etc.
tblCall 1 record per customer per call “subject’. May take
multiple
actual calls to resolve issue.
Multiple calls per customer.
Key: CallNo
Flds: CustAcctNo
CallOpenDt
CallPurpose
CallCloseDt - If field is null, call is open, otherwise it
is closed.
WorkOrderNo - If call resulted in a work order
AppointmentId - If call resulted in an appointment
tblCallDetails 1 record per actual call / phone pickup.
Multiple Call Details per Call
Key: CallHistNo
Flds CallNo
CallDate
CallTime
WhoCalledWho
CallNotes (memo field)
I would like to have a screen that looked like
Top section for customer name and info, One line per Call, and one or more
lines for Call Details.
I’m having problems figuring out how to setup two forms. The first form
will be a page (tab) on the customer form. The page will list all Calls for
that customer and will be a continuous sub-form. I would like to list the
call details for that call under that specific call.
How do I do this? Do I setup the Call No as a form and then setup the call
details as a sub-form on the Call No form? And then setup the Call No form
on the tab page on the Customer form?
I ideally, I would like to be able to condense and expand each call’s
details (like + & - in Windows Explorer). Can I make individual call detail
sub-forms visible and invisible? This is not a big issue, but a definite
plus.
I also need to have a second form that enables the users to work on all open
calls. That is, when the form is open, all open calls will be displayed
(probably in date open order) along with all of the call details for each
call. As the user works each call, they will need to add a new call detail
entry row for that call. The only reasons to change a previous’ call
information is the correct incorrect information on that call detail.
I’m guessing that my main form in this task will be a continuous form based
upon the calls and then have a sub-form for the call details.
Am I on the right track here or am I way off base?
Thanks for your assistance.
Dennis