Computer Help

[JAY?]

I need some help from Colis Certs Crew

im startin a business and im gonna be answerin calls and dispatchin people to service customers
is there a program where i could keep track of all that info (phone#/address/date/service provided)
and have some type of search option where i could enter the address and all the info comes out if we serviced that address before

 

[Robbie3000]

You can do that using Microsoft Access.

 

[unit321]

Free database program, which would not be totally easy for a novice, is MySQL.

 

[JAY?]

Free database program, which would not be totally easy for a novice, is MySQL.

i need somethin easy
im setting up access now
they have like 1000 different templates and dont know where to start

 

[Dafunkdoc_Unlimited]

Hell, just use Excel spreadsheets for now.​

 

[Kritic]

you could also just go ghetto by using wordpad and seperate each entry by using a ; or ; on each line. then when you're ready to use excel or whatever when your importing choose to seperate columns by whatever you chose ; or :


whatever MS office you use you can import-export to whatever you want. whether you're starting with wordpad all the way to access.

 

[Chris.B]

i need somethin easy
im setting up access now
they have like 1000 different templates and dont know where to start

start playing with which template is close to what you are looking for and work from there.

I will also advice you to look up video tutorials of MS Access on cbtnuggets.com

 

[unit321]

i need somethin easy
im setting up access now
they have like 1000 different templates and dont know where to start

Ok. You have MS Access. Then, you can create your own database with two database tables. In one table - lets call it the customer table, it will have four columns or fields. For each row or record, assign each customer a unique ID or customer ID. This can be a number or a mix of letters and numbers. For each customer ID, you enter their name, address, and phone number. In the other table - lets call it the service table, you have 3 columns. Customer ID, date serviced and service provided.
Every time you add a new customer, you insert a record into the customer table.
Every time you provide service for a customer, you insert a record into the service table.
When you want to see when the last time you provided service to a customer, you can look up their customer ID from the customer table. And then, you can search the service table with that customer ID for all the times you serviced that customer. You'll be able to see the last time, or any time, you provided service and what it was.

 

[JAY?]

Ok. You have MS Access. Then, you can create your own database with two database tables. In one table - lets call it the customer table, it will have four columns or fields. For each row or record, assign each customer a unique ID or customer ID. This can be a number or a mix of letters and numbers. For each customer ID, you enter their name, address, and phone number. In the other table - lets call it the service table, you have 3 columns. Customer ID, date serviced and service provided.
Every time you add a new customer, you insert a record into the customer table.
Every time you provide service for a customer, you insert a record into the service table.
When you want to see when the last time you provided service to a customer, you can look up their customer ID from the customer table. And then, you can search the service table with that customer ID for all the times you serviced that customer. You'll be able to see the last time, or any time, you provided service and what it was.

thanks for the input
i been fukkin around with it for a few
this is where im confused
i made a couple of tables
each table represents the transactions for that day
every table has the customers number/address/etc
how could i find if that customer has called before?
i could find it if the specific table is open, but it would only be for that day
how could i find if they called without openin every single table

 

[unit321]

thanks for the input
i been fukkin around with it for a few
this is where im confused
i made a couple of tables
each table represents the transactions for that day
every table has the customers number/address/etc
how could i find if that customer has called before?
i could find it if the specific table is open, but it would only be for that day
how could i find if they called without openin every single table

Okay. I will create an example. I don't have MS Access experience, but I think my SQL queries will work.
So one table is called CUSTOMERS and the other table is called SERVICES.
A new customer calls. His name is Bob Smith. He lives at 1 Main Street and his number is 212-555-1212. In the CUSTOMERS table, you will have one record to insert, and for example's sake, his customer ID is 0000000001. The First_name field will contain "BOB", the Last_name field will contain "SMITH, the phone_number field will contain "212-555-1212" and the address field will contain "1 Main Street", the city field will contain "New York, the state field will contain "NY" and the zip code field will contain "10011". I added a couple extra fields in the CUSTOMERS table.
Bob needs a new sink faucet installed. It is 11-10-2013. So, you enter in the SERVICES table, customer ID of 0000000001, the service_date field will be 11-10-2013 and the service_done field will be "install new sink faucet".
Bob calls again on 11-15-2013 and he wants a new toilet installed. So, you enter in the SERVICES table, customer ID of 0000000001, the service_date field will be 11-15-2013 and the service_done field will be "install new toilet".
Today, Bob's wife calls again on 11-20-2013. You ask for her name, it's Jenny Smith. You ask if she's called before, She answers that her husband has called. You can look up their customer ID by last_name and first_name, by address, and/or by phone number. You do this by querying or searching the CUSTOMERS table. An example SQL query would be: select * from CUSTOMERS where last_name="SMITH" AND first_name="BOB";
There might be more than one Bob Smith because you live in NYC. So you do another search by phone number: select * from CUSTOMERS where phone_number="212-555-1212";
The response from that query would give you the customer ID of 0000000001. With that customer ID, you can query the SERVICES table.
select * from SERVICES where customer_ID="0000000001";
The response would tell you that he got services performed twice and the latest one was done on 11-15-2013.

 

[JAY?]

Okay. I will create an example. I don't have MS Access experience, but I think my SQL queries will work.
So one table is called CUSTOMERS and the other table is called SERVICES.
A new customer calls. His name is Bob Smith. He lives at 1 Main Street and his number is 212-555-1212. In the CUSTOMERS table, you will have one record to insert, and for example's sake, his customer ID is 0000000001. The First_name field will contain "BOB", the Last_name field will contain "SMITH, the phone_number field will contain "212-555-1212" and the address field will contain "1 Main Street", the city field will contain "New York, the state field will contain "NY" and the zip code field will contain "10011". I added a couple extra fields in the CUSTOMERS table.
Bob needs a new sink faucet installed. It is 11-10-2013. So, you enter in the SERVICES table, customer ID of 0000000001, the service_date field will be 11-10-2013 and the service_done field will be "install new sink faucet".
Bob calls again on 11-15-2013 and he wants a new toilet installed. So, you enter in the SERVICES table, customer ID of 0000000001, the service_date field will be 11-15-2013 and the service_done field will be "install new toilet".
Today, Bob's wife calls again on 11-20-2013. You ask for her name, it's Jenny Smith. You ask if she's called before, She answers that her husband has called. You can look up their customer ID by last_name and first_name, by address, and/or by phone number. You do this by querying or searching the CUSTOMERS table. An example SQL query would be: select * from CUSTOMERS where last_name="SMITH" AND first_name="BOB";
There might be more than one Bob Smith because you live in NYC. So you do another search by phone number: select * from CUSTOMERS where phone_number="212-555-1212";
The response from that query would give you the customer ID of 0000000001. With that customer ID, you can query the SERVICES table.
select * from SERVICES where customer_ID="0000000001";
The response would tell you that he got services performed twice and the latest one was done on 11-15-2013.

I hope u copy n pasted that for me
either way, good lookin. Much appreciated
I'm not home at the moment but when I get home ima try that query shyt
I was watching a tutorial and they talked about queries but it didn't make sense until readin ya post

 

[raul04]

Sounds like a job for Salesforce?

 

[JAY?]

Sounds like a job for Salesforce?

what does that mean?

 

[raul04]

what does that mean?

http://www.salesforce.com/crm/editions-pricing.jsp?d=70130000000rynQ&internal=true
Includes the following features:
Accounts & contacts
Task & event tracking
Outlook, Gmail email integration
Salesforce1 Mobile App
Content library
Customizable reports
Chatter—company social network

It was just what first came to mind with the question presented.

 

[acri1]

Hit up Youtube and watch some MS Access Tutorials.

Or take a MS Access class at your local community college. Once you get the hang of it, it's not too bad.