Overview
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Find out how to use Microsoft Access to build your sales solution. Learn to build a custom CRM for sales or customer service.
Syllabus
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Introduction
- Building a sales database
- Storyboarding
- Brainstorming
- Table-building tips
- Choosing the right data type
- Validation rules and defaults
- Input masks
- Lookup tables
- Laying the groundwork for relationships
- Creating basic relationships between tables
- Editing relationships
- Create a form for each table
- Adding interactive data entry controls to a form
- Adding related table-based controls to a form
- Creating lookup controls
- Multiple-customer record form
- Create a read-only form
- Adding a field to a form
- Using tab order to change interactive form order
- Creating navigation buttons for forms
- Customer status
- Customers reviewing quotes
- Customers last order date
- Products by vendor
- Customer orders over a specific amount
- Concatenating/combining fields in a query
- Customer directory
- Product price list
- Adding record counts and net profits
- Order report
- Formatting: Add graphic, change background colors, and add lines
- Creating a macro that opens a form
- Adding macro buttons on forms and reports
- Creating a macro to display a report that contains a button that runs a query
- Sales solution navigation form
- Edit the navigation form
- Make a navigation form that opens when you open Access
- Next steps
