need to have follow up calls scheduled at designated times and fl.

R

Rose Straeter

I need to be able to follow up with clients at designated times throughout
the year. Is there a way to set this up and have it flag me for the calls
that need to be made each week?
 
C

Cyberwolf

Most certainly. Basically you would want to create a follow-up table that
will contain foreign key that matches a primary key on your contacts table.
You will also need a field that will contain your follow-up date. Then
create a query that can be run that looks at the date and creates an output
with that days, or weeks call backs. I used something like this at my last
job, but lost the db.
 
R

Rose Straeter

I'm not sure I understand what you mean by a foreign key and primary key -
can you explain further. Is it possible to set it up so that the schedule
for call backs varies - for example - daily for a week, then weekly for a
month, then bi-month for a month and then montly. See my dilemna
 
C

Cyberwolf

Basically a primary key is used as a unique identifier on a record. This is
usually created when you are designing the table. The foreign key is that
same identifier but in another table. These can be used to link the 2
tables. ie.

Table 1 Table2

ID<------------------------->ID
Name Followup (Y/N)
Address Followupdate

in the above example the ID in table 1 is the primary key and the ID in
table 2 is the Foreign key. This allows Access to associate the records in
table 2 with those in table 1. The key in table 1 is usually an autonumber
field. To create this open your table in design view then click on a blank
row and type "ID" as the field name and in the field type type autonumber.
Then at the top on your toolbar there should be an icon that looks like a key
click this and you have created your primary key. When you create your
followup table create your ID field as a number field (not autonumber) and
make this a key field also. Then you want create a relationship between the
2 tables based on the ID fields in both. To do this click on tools then
click on relationships. Add the 2 tables to this window and then click and
hold on the primary key in table 1 and drag it to the ID field in table 2.
YOu will get a pop-up box, just click OK. This will create the relationship
on a 1 to 1 basis.

As for your other question on setting up the frequency of the callbacks.
LEt me think on this and get back to you.
 
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