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Select Primary Customer
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   11 months ago

Indicate the Primary Person for an Account or Family


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In this Microsoft Access tutorial, I'm going to show you how to indicate which customer record is the Primary, and which are subordinates. This has a lot of uses. A school, for example, may want to have records for children and one for the responsible parent who gets mailings. A company may have multiple contacts but only one gets the invoices, and so on.

Kristine asks: "Do you recommend creating a separate record for two customers who share the same address but whose other information, such as DOB etc is not shared?  I ask because there should be only one mailing label and only one invoice for two or more customers at the same address but other reports may be individualized."

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I'll show you how to create a combo box to select who the primary record is for each child. Double-click to switch between them. Also, we'll build a form with two list boxes in it to show your list of primary records, click on it and the 2nd list box will be filtered to show the child records!

Silver Members and up get access to an Extended Cut of this video. Gold Members can download the database template from class plus get access to the Code Vault. If you signed up on YouTube you have to contact me so I can set up your account here on my web site. If you're not a member, Join Today!

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Keywords: TechHelp Access Primary Subordinate Parent Children  PermaLink