Forum Discussion
Creating a client database - data control, best methods
Hello all, I may end up asking some very specific examples, but I have some fairly broad questions which I'm curious about. I work in a role where I (generally) help our customer facing staff u...
Is the cust ref# constant or does it change with each call? Do you have a customer/account #? As calls come in then the customer # accumulates more ref#'s. Have your master hold that customer# and have you form have this # too. then you can merge and link the two and master will grow. Use Acces to load and pull data as it grows. I may not understand exactly so this may not help.
Cust ref/account is constant.
Can't use Access unfortunately.
Finding some workarounds, but failing at having much cross referencing which is gonna lead to folks not updating all info. Onwards.
Can't use Access unfortunately.
Finding some workarounds, but failing at having much cross referencing which is gonna lead to folks not updating all info. Onwards.
davidmaddock54 how many customers/accounts in total. Do the CSRs work on all customers or is the customer based divided by CSR?
It's a good thing that the acct # is constant. That's the parent/link you would need to summarize all activity under it. Look into power queries too. Build you main with all the customers and link into it daily by power queries.