By Richard Rost 38 days ago
Contact Management (CRM) for Customers Template
In this video I will show you how to set up contact management for you customers. We will create a contact table storing the date/time of each contact, your notes, and whether or not you need to follow up with them. Then we'll make the contacts a subform inside of the customer form so you can see them at a glance whenever you open a customer record.
Included in this video is a FREE Extended Cut to show you a little VBA programming. We'll make a StatusBox on the Main Menu and with one button I'll show you how to write "Hello World" inside that box. I'm also going to show you how to renumber your AutoNumbers in the customer table if you have any gaps you want to get rid of.
Brandon from Toledo, Ohio (a Silver Member) asks: I've been using your free customer template for a while now. Thank you. It was very helpful to get me started. How can I track contacts with my customers? Each time I talk to them I've been putting stuff in the Notes field, but they're getting kind of full. Advice?
If you have not yet watched the original Blank Customer Template video, do that first before watching this one.
I've recenly added Invoicing to this template