Contact Management

A contact manager in its most basic form is a software program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. Sophisticated contact managers provide calendar sharing features and allow several people in a company to access the same database. Some contact management systems have evolved into customer relationship management (CRM) systems to analyze and plan for an organization’s interaction with current and future customers.

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How to incorporate Contact Management into an Access database?
Hi,

this video explains a free download that you can incorporate into your Access databases, or use stand-alone for contact management.

Contacts -- Names, Addresses, Phone Numbers, eMail Addresses, Websites, Lists, Projects, Notes, Attachments, ... and many extra bsiness tables.
http://www.msaccessgurus.com/Contacts.htm#Download

This example is elaborate as I spent hundreds of hours building and refining it over the years. Don't let its complexity scare you off from Access! Even seasoned Access developers would need to spend a lot of time to understand it all. The good news is that you can also just use it! Be sure to swap out the back-end for the one without the sample data once you are comfortable ... and if importing tables into your back-end, get them from the "blank" back-end that is included as you probably do want some of the records, like for types.

While I categorized this as "intermediate", if you are a beginner, don't be shy about getting this valuable tool! One of the best ways to learn Access is to use it ... and everyone knows people they keep contact information for.

have an awesome day,
crystal
 

1. download the contact template

http://www.msaccessgurus.com/Contacts.htm#Download

2. open your working database, or skip the rest of the steps and just open the contact template if you want to use it stand-alone

3. from Ribbon --> External Data tab

4. click Access icon in the Import group

5. from the dialog box that pops up, choose --> import (default)

6. click the Browse button to choose the (contact) database file

7. click OK to see a list of objects

8. choose queries, forms, reports, and modules that you want to import

9. OK to bring them all in

10. tables are in the back-end database -- so import these into your back-end, not your front-end


   if your database is not yet split into a front-end and back-end, of course, put them where you are developing

11. Alt-F11 to go to the VBE (Visual Basic Editor)

12. Debug, Compile from the menu

13. fix what is wrong and/or import things you forgot

14. Save

15. Hook into your existing tables by adding CID where it needs to go.


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Contact Management

A contact manager in its most basic form is a software program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. Sophisticated contact managers provide calendar sharing features and allow several people in a company to access the same database. Some contact management systems have evolved into customer relationship management (CRM) systems to analyze and plan for an organization’s interaction with current and future customers.

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