robertma
07-21-2004, 12:26 PM
Hi,
We have a 'Customer Details' form and on which we record basic details i.e. Name, Address, Tel number etc.
The problem we are experiencing is that customers are being contacted a number of times because users are too lazy to search the database and are creating new records every time contact is made with a customer, rather than search if any existing details are held. (Each time a new record is created a telephone call is made and letter sent).
Users have been warned countless times but we have been fruitless in success, what I have found for example is that if they are speaking to Mr Jones, they will search the name Jones find 213 records and create a new records rather than find the one applicable to him. (I know they could then again do a further search but this does not happen)
Ideally what I would like is that when a user clicks on the 'Create New Record' command button which takes them to a new record. A 'Pop Up' will appear with two field’s i.e. Customer name and postcode (These fields are ones used on the form).
The user can then enter these to quickly view any records that match the 2 fields.
Long winded I know but I’d be grateful for any help anyone can give, Please find attached the database used
Thanks
Matthew
We have a 'Customer Details' form and on which we record basic details i.e. Name, Address, Tel number etc.
The problem we are experiencing is that customers are being contacted a number of times because users are too lazy to search the database and are creating new records every time contact is made with a customer, rather than search if any existing details are held. (Each time a new record is created a telephone call is made and letter sent).
Users have been warned countless times but we have been fruitless in success, what I have found for example is that if they are speaking to Mr Jones, they will search the name Jones find 213 records and create a new records rather than find the one applicable to him. (I know they could then again do a further search but this does not happen)
Ideally what I would like is that when a user clicks on the 'Create New Record' command button which takes them to a new record. A 'Pop Up' will appear with two field’s i.e. Customer name and postcode (These fields are ones used on the form).
The user can then enter these to quickly view any records that match the 2 fields.
Long winded I know but I’d be grateful for any help anyone can give, Please find attached the database used
Thanks
Matthew