Applies To: Access 2007 Use the to keep track of names, addresses, telephone numbers, and other information. This new version of a popular Access template also lets you categorize each contact, send e-mail messages, and create maps of addresses. Using the database In this article, we cover the basic steps of using the Contact Management Database template. Prepare the database for use • When you first open the database, Access displays the Getting Started page. To prevent this page from displaying the next time you open the database, clear the Show Getting Started when this database is opened check box. Close the Getting Started page to begin using the database. • To make sure all the database content is enabled, use the following procedure: • In the Message Bar, click Options. • In the Microsoft Office Security Options dialog box, click Enable this content, and then click OK. For more information about enabling database content, see the article. Add contacts from Microsoft Office Outlook 2007 If you use Office Outlook 2007, you can add contacts from that program without having to re-type the information. • On the Contact List form, click Add From Outlook. • In the Select Names to Add dialog box, select the names that you want to add to the database. • Click Add, and then click OK. Search for a contact The Quick Search box lets you quickly find a contact on the Contact List form. • On the Contact List form, in the Quick Search box, type the text you want to search for and then press ENTER or click Go. Access filters the list to show only those records that contain the text you searched for. To return to the full list, click Show All Records. Show or hide columns On the Contact List form, some fields (columns) are hidden by default. To change which fields are displayed: • Click Show/Hide Fields. • In the Unhide Columns dialog box, select the check box beside each column that you want to show. If you are looking for 6 Sales Agreement Templates then find. Free Sales Agreement template is. In the sales document. The contract clearly. If you do not know how to create a proper sales call report for your company, you can count on call report template. The sales call report templates are hugely. Featured Excel Templates. Welcome to Excel Excel PivotTable tutorial Excel Student assignment planner Excel Simple budget Excel Project to do list Excel Simple to-do list Excel Vacation planner Excel Customer contact list Excel Family budget Excel Family budget with charts Excel Make a List Excel. Clear the check box to hide the column. Display reports The Contact Management Database includes two reports: Directory and Phone Book. To display a report: • In the Navigation Pane, under Reports, double-click the report you want to display. You can create your own custom reports. For more information, see the article. Display contact details The Contact Details form lets you see and enter more information about each contact. To display the Contact Details form: • On the Contact List form, click Open next to the contact that you want to see. Add a picture On the Contact Details form, you can add a picture for the contact. • Under the picture frame, click + / – Images. • In the Attachments dialog box, click Add. • In the Choose File dialog box, browse to the folder that contains the file. • Select the file you want to add, and then click Open. • In the Attachments dialog box, click OK. Thanks for the suggestion but I am looking for a CRM (contact relationship management) template. If you look at the description for the template referred to, it is a Help Desk issue tracking template. I am looking for something that in addition to tracking leads will allow structured recording of customer purchase history and allow for simple reports showing total purchases for various business types and other CRM reports. I could create my own tracking template and reports but it would seem that basic CRM functionality would be a common need that would have been tackled by many already.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
March 2018
Categories |