Design for Notes table

[advpay]

Hi, <br><br>I have a database created that handles receivable management. I wanted to add the ability for represenatives to add notes and set the notes to come back up at another date/time (contact management). What tables would I need to add and fields, thanks for the help<br><br>

 

[kathryn]

Add a table called tblNotes, with fields ID (autonumber),RepresentativeID (number/long integer liked to the representatives table), Note (memo type), FollowupDate(Date/Time), Handled (yes/no, default No)<br><br>The easiest way to handle the notes popping up is to have a form that pops up when the user opens the database.&nbsp;&nbsp;You can get their Windows login thru a Windows API, and use that in a query to figure out which representatives notes to show.&nbsp;&nbsp;Also in the query, you need to add criteria to show notes with FollowupDate &lt;= Date() and Handled = No<br><br>How does that sound?<br><br> <p>Kathryn<br><a href=mailto: > </a><br><a href= > </a><br>

 

[advpay]

I'm going to try it...don't know where to put the handled to no?<br><br>Thanks

 

[kathryn]

I'm sorry, I'm not sure what you mean by the end of your post.&nbsp;&nbsp;You can create Handled as a Yes/No field in Table Design, it is one of the choices, along with Text, Number, etc.&nbsp;&nbsp;If you go into the properties for the field, under the Lookup tab, make sure that it is a Checkbox. You can set it's default in the properties of the field, also in table design view.<br><br>On the form that pops up, besides showing the notes, you will need to show the Handled field.&nbsp;&nbsp;Your users will have to check the box when they have handled the followup. <p>Kathryn<br><a href=mailto: > </a><br><a href= > </a><br>