help transition to access from excel

[Ernie]

I am transitioning from excel to access for the reason of the spreadsheet is
only getting igger and harder to use.

I am an Insurance agent and I am trying to set up a new database using the
templates as munc as I can. I want to have the ability to access the
customers information (contact management) and their account or policys. The
problem is I have customers with more than one auto policy and more than one
one person in a house hold with policys ex. husbands auto, wifes auto, family
homeowners, husbands auto, wifes life policy, husbands business policy, sons
auto policy. How do I set this up.

I also want to track the payments for the policys.

Is there a existing template I can use.

How do I set up the table (s)

Can the information be imported from the spreadsheet?

Thanks

 

[Jeff Boyce]

Ernie

Be aware that Access is not Excel on steroids. The tips & tricks you may
have learned for using Excel may actually make your transition to Excel more
difficult.

And the user-interface that Excel presents is relatively well-known.

Access is not a bookcase (like Excel), it is a power-saw. If you want an
easy-to-use user-interface, especially one customized to your particular
situation, YOU have to build it.

That said, have you searched on-line for that kind of template? Remember,
you'll need to understand enough about Access to know when and how to change
the template to match your needs.

I'm not trying to discourage you, I'm trying to be realistic about what's
involved.

Good luck!

Regards

Jeff Boyce
Microsoft Access MVP

--
Disclaimer: This author may have received products and services mentioned
in this post. Mention and/or description of a product or service herein
does not constitute endorsement thereof.

Any code or pseudocode included in this post is offered "as is", with no
guarantee as to suitability.

You can thank the FTC of the USA for making this disclaimer
possible/necessary.

 

[Jeff Boyce]

Correction ...

.... may make your transition to ACCESS more difficult ...

Jeff

 

[Steve]

Hello Ernie,

Are you interested in having someone create this database for you? I provide
help with Access, Excel and Word applications for a small fee. I could
design the tables and import your Excel data and you take it from there or I
could create the entire database including importing the Excel data for you.
Let me create the database for you and you could have the database up and
running in a short time. Contact me and I will be happy to give you a quote
of my fees for whatever help you want.

Steve
(e-mail address removed)

 

[John... Visio MVP]

Are you interested in having someone create this database for you? If not,
I do not provide help with Access, Excel and Word applications for a small
fee. I usually try to guoge my victims. I could design the tables and
import your Excel data if I knew what I was talking about and you take it
from there or I could create the entire database including importing the
Excel data for you. Let me create the database for you and you would not
have the database up and running in a short time. Contact me and I will be
happy to give you a quote of my unreasonable fees for whatever help you
will not get.

Steve

Stevie is our own personal pet troll who is the only one who does not
understand the concept of FREE peer to peer support!
He offers questionable results at unreasonable prices.

These newsgroups are provided by Microsoft for FREE peer to peer support.
There are many highly qualified individuals who gladly help for free. Stevie
is not one of them, but he is the only one who just does not get the idea of
"FREE" support. He offers questionable results at unreasonable prices. If he
was any good, the "thousands" of people he claims to have helped would be
flooding him with work, but there appears to be a continuous drought and he
needs to constantly grovel for work.

Please do not feed the trolls.

John... Visio MVP

 

[KARL DEWEY]

Ernie,
Be aware that Steve trolls here for business, many deem as dubious
quality, whereas this forum is for FREE advise by others.

 

[Jeff Boyce]

Ernie

This newsgroup provides FREE asssistance. The Code of Conduct prohibits
solicitation.

Before you decide to do business with someone offering service-for-a-fee,
ask yourself if you want to do business with someone who knowingly
disregards the rules.

Regards

Jeff Boyce
Microsoft Access MVP

--
Disclaimer: This author may have received products and services mentioned
in this post. Mention and/or description of a product or service herein
does not constitute endorsement thereof.

Any code or pseudocode included in this post is offered "as is", with no
guarantee as to suitability.

You can thank the FTC of the USA for making this disclaimer
possible/necessary.

 

[Ernie]

Thank you:

Jeff Jon and Karl for your advice. I appreciate your comments and Oppinions.

Thanks

Ernest