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Home > TechHelp > Directory > Access > Primary Customer < On Current | Disallow Edits >
Select Primary Customer
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   2 years 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!

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Keywords: TechHelp Access Primary Subordinate Parent Children  PermaLink  Select Primary Customer in Microsoft Access