Hi guys, I suspect I am going to need to use some SQL here and I am slightly lost. Would appreciate some help.
I have created a DB which tracks my daily sales activity (e.g. phone calls, emails). I have tables for:
tCustomer
tCompany
tOutreach
It's all pretty simple stuff, within tOutreach I have variables such as:
OutreachType, OutreachDate, FollowUpDate, FollowUpType, CustomerID, Notes, FollowUpActioned?
I have a daily to do list taken from FollowUpDate/Type which I sift through most mornings and typically I will do things by Type, so for example on OutreachType is "Marketing Email", this goes out to clients monthly and I have a daily list to work with. Once I have sent all the emails, I would like to be able to automatically update the boolean FollowUpActioned to TRUE and then create a new record for each individual recording the outreach and assigning myself a fresh follow up action for each individual, as the Outreach type was all the same, the follow up actions will also be exactly the same.
The update part of this process I understand and is quite simple. I have a form where I select the date and outreach type (so to continue my example I would select today's date and "Marketing Email" in my form and a query will pull all the records of that type and update the boolean to true.
Creating the new records for each individual is more complex it seems and I would appreciate your help.
I have created a subsequent query that can call all of the CustomerID values based on the same criteria provided in my form. Within the same form I have created a space to include the updated details for each value outside of customer ID. What I need to create, is some sort of function that will write those values for each customer, into the Outreach form.
I have created a DB which tracks my daily sales activity (e.g. phone calls, emails). I have tables for:
tCustomer
tCompany
tOutreach
It's all pretty simple stuff, within tOutreach I have variables such as:
OutreachType, OutreachDate, FollowUpDate, FollowUpType, CustomerID, Notes, FollowUpActioned?
I have a daily to do list taken from FollowUpDate/Type which I sift through most mornings and typically I will do things by Type, so for example on OutreachType is "Marketing Email", this goes out to clients monthly and I have a daily list to work with. Once I have sent all the emails, I would like to be able to automatically update the boolean FollowUpActioned to TRUE and then create a new record for each individual recording the outreach and assigning myself a fresh follow up action for each individual, as the Outreach type was all the same, the follow up actions will also be exactly the same.
The update part of this process I understand and is quite simple. I have a form where I select the date and outreach type (so to continue my example I would select today's date and "Marketing Email" in my form and a query will pull all the records of that type and update the boolean to true.
Creating the new records for each individual is more complex it seems and I would appreciate your help.
I have created a subsequent query that can call all of the CustomerID values based on the same criteria provided in my form. Within the same form I have created a space to include the updated details for each value outside of customer ID. What I need to create, is some sort of function that will write those values for each customer, into the Outreach form.