I am looking to setup a customer list in Microsoft access 2003 and was wondering if I can set it up a certain way. I need to setup a customer list/ database for an accounting firm.
When adding a client, I want to be able to pick the type of client I have (ie individual, business) then from there it will ask information based upon the first selection.
For an individual, I may have an address, social #, and spouse information. a business will have an ein, address, type of entity, and officer/ owner information.
Is this type of setup possible?
Is it also possible for access to assign a client number to a new client that is being entered? can this number be generated based upon who obtained the client? for example if person 1 gets a client, can a number starting with 5 be assigned to that person and if person 2 gets a client, can a number starting with 6 be assigned to that client?
Does all this make sense or is this something that is too complicated to setup?
I am new to Microsoft access, and have very little knowledge of it.
Thanks.
When adding a client, I want to be able to pick the type of client I have (ie individual, business) then from there it will ask information based upon the first selection.
For an individual, I may have an address, social #, and spouse information. a business will have an ein, address, type of entity, and officer/ owner information.
Is this type of setup possible?
Is it also possible for access to assign a client number to a new client that is being entered? can this number be generated based upon who obtained the client? for example if person 1 gets a client, can a number starting with 5 be assigned to that person and if person 2 gets a client, can a number starting with 6 be assigned to that client?
Does all this make sense or is this something that is too complicated to setup?
I am new to Microsoft access, and have very little knowledge of it.
Thanks.