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Remote Data Entry Upload Images   Link   Email  
B      
10 years ago
Great class Rick!  
To build off of your remote sales associate example adding contacts, what would you do in this situation (trying to fit it into the class example):
I want my sales associates to be able to enter contacts while on the road so they can be re-imported into my database.  However, for compliance purposes the sales associates can't ever access my server for upload/refresh (even when not on the road), and again for compliance reasons a second server can't be created.  However, I still need their inputted information, and still need them to be able to view certain client information in the database as well.
Any thoughts on this?  In the past I've used simple excel imports, but the "sales associates" tend to go a bit wild due to the lack of input controls leading to data issues/cleanup (by me!), and also currently can't benefit from having certain information at their fingertips via the database.  I realize this "compliance" issue ties our hands quite a bit-hoping you have some insight.
This import/data exchange portion of the series has been hugely applicable to a project I'm working on.  Thank you!


Reply from Richard Rost:

Not giving them access to view existing data is easy - just don't let them download it. Give them a "data entry only" form where they can type in new contacts. If there is information that they CAN see, then just make a query to export just that data for them. If you're not allowed to create a "second server" then just export the info that they ARE allowed to view in an Excel file (or XML file if you need to keep relationships) like I showed in class. They can then import that.

This thread is now CLOSED. If you wish to comment, start a NEW discussion in Access Expert 23.
 

 
 
 

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