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Welcome to the Microsoft Access Forum. Access is by far our most popular topic here at Computer Learning Zone. This forum is for everyone to read but only students (paid customers) can post here. If you'd like to become a student, all you have to do is enroll in one of my courses. After you create a logon, you will have full access to the Forums.

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Retrieving Customer History Upload Images   Link 
James Hopkins 
9 days ago
Hey Richard, thank you for the awesome Tech Help Videos and Free Template. I have been following along with the videos to improve our Business Database. I have been creating Dashboards for Different Things throughout the Database. I created an "Customer Dashboard" to display all the Customer's History to be viewed in one location, but I am having problems trying to retrieve data to full the Subforms. I have created Subforms for "Customer's Properties", "Billing Summary", "Payments", "Activities", and "Before & After Pictures" and
"Notes". The Problem is that I cannot figure out how to retrieve the data to be displayed for "Last Serviced Date", "New Balance", "Most Recent Payment Amount/Date", and "Current Balance Due". I was wondering if I had to crate 'Quotes' to retrieve the data for the Subform's Record Source or do I use "DLookup" to retrieve the data from the 'Tables'? Please Help...
Scott Axton
9 days ago
James there are a lot of questions all rolled in one here so a quick easy answer if not really possible.

First I would start out by watching the DMax video here:

Based on your questions,  it seems that you have a basic grasp on getting the information for your subforms but you may need to base those on Queries rather that just the tables.

Do a search for Aggregate Queries too.  That will get you started on summing up records for totals.
Scott Axton
8 days ago
James - Here is another link that answers similar questions as yours:
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