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(Don't know what to call this!)

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    #1

    (Don't know what to call this!)

    I have a situation where salesmen go to customers representing other companies (multiple at a time). They introduce the company to the customer and document which companies they discussed. The companies, at the end of the month are billed according to how many times they were spoken of. My database for the customer(s) need a place where I can select which companies were represented (and which weren't). At the end of each month I would have to have a means to pull this data into reports for each company (number of visits; who was visited, etc.). I'm having trouble figuring out what I can use on the customer forms that I can show which companies were represented in a way that the data won't get overwritten by the next customer record. I have created a company record, a salesmans record and a customer record and will generate reports from different sets of each. Any thoughts? (Anyone understand what I said??)

    Thanks...
    Tags: None
    #2
    RE: (Don't know what to call this!)

    Use a Contact table that has fields for date, salesman, customer, company1, company2...

    Change company1 to the name of one of the companies you are talking about and have another field for each of these companies. Make the fields numeric 2. You could also add comment fields and anyting else you need.

    When you enter a contact record, put in date, salesman, the customer you saw, and put a value of 1 in the field for each company you talked about. Use the report genie to place all the fields and create totals for the numeric ones. You can then filter by date, customer, etc.

    There are other ways to go, but this is pretty simple.

    Bill.

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      #3
      RE: (Don't know what to call this!)

      Assuming only one salesman calls on a given customer (and if this isn't the case, be prepared for some ticked-off salesman!!), you can design a set with CUSTOMER as the parent and COMPANY as the one-many child, linked by the customer's name or ID (the salesman would be on the CUSTOMER form, but not part of the link). Then customer A would have a child record for each company. Since the link relates to the customer, you could then create a report from the COMPANY table, which would show which customers were introduced to each company. You would do this by creating a group based on the customer.

      I know this is brief, but hopefully you can make some progress from here.

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