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This class
picks up where
Expert Level 5
left off.
In fact, this
class could be thought of as part two
of Expert Level 5. We will be sending late / collection notices to
our customers, so we'll need to put some orders in the database for
them. This will require setting up an order table and a query to
show which orders are late.
Once we have that in
place, we can create a printable letter to send to all of those
customers with past-due orders. We'll learn about some new detail
section properties, how to force a new page between letters, and add the
order information fields (due date, amount due, etc.) to the customer's
letter.
It would be nice if we could have several different collection
letters - not just the one. So, we will create a letter table to
store multiple letter templates. We'll create a separate letter for
those customers who have orders less than 30 days old, another
for those between 30 and 60 days old, and a final letter for those over
60 days old.
It's a bit of a pain to have to manually enter in the dates when we
generate each of our different collection letters, so we'll see how we
can store date offsets (number of days) in the letter table, and
have Access automatically change the begin date and end date for
the letter date range when we generate each batch of letters,
automatically.
Now we'll see how we can broaden the scope of our letter writing form.
We can use it to send letter to all active customers, or to
customers in a specific category. So we'll add the "IsActive"
field checkbox to the customer list form (for easy selection). Then
we'll make a separate letter report we can send to just those customers.
Finally, we'll create another letter report that we can send to all of
the customers in a specific category. Remember the "Lead Source"
combo box we added a few classes ago? We'll use that for our customer
category list.
This is the sixth class in the Access Expert series. If
you need to be able to print mass mailings from your Access database,
then this is definitely the right class to take.
Of
course, if you have any questions about whether or not this class is
for you, please contact me.
Complete Outline - Access Expert Level
6
00. Intro (7:10)
01. Collection Letters 1 (11:32)
Create OrderT Table
Create OrderCollectionLetterQ
02. Collection Letters 2 (12:17)
Copy current contact letter
OrderCollectionLetterR
Change record source
Detail section properties
Force New Page After Section
Turn off Alternate Background Color
Add order info fields to letter
03. Collection Letters 3 (13:29)
LetterT Table
LetterF Form
Enter multiple letters
Text on report set by form
BeginDate and EndDate for query
Can't edit with Date() in Control Source |
04. Collection Letters 4 (8:55)
Put LetterF on Main Menu
Change date range based on letter
BeginDaysAgo, EndDaysAgo in LetterT
Set BeginDate and EndDate Automatically
05. Generic Letters (19:19)
Send letters by various criteria
Letter to Active customers
AllowEdits vs. Locked Field
CustomerActiveQ Query
LetterActiveR Report
Letters by Lead Source
LeadSourceCombo
LettersByLeadSourceQ
06. Review (5:21) |
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