Hi. Since we can't see what you're looking at, it would be helpful to give us some verbal descriptions of exactly what you have and tell us how you would determine, as a human, if two clients are related. We can then translate it into a database way. For example, if you say I have a field called FName with the name of the client and another field called SName with the name of the spouse, then we can tell you how to look into those fields, using code, to determine how to address the client.First time using Access as a developer. I'm trying to work out how to beuild a CRM system for my mortgage clients.
I have built the back end and am now exploring forms. As i say I have 2 tabs each pulling from the customer table, my question is what would I need to do to provide something for a relationship to be determined.
I've wracked my brain but am too new to the format and have hit a wall with the videos available. There must be an existing method to associate 2 people within an access table, I just cant find it.
tblCustomerLoans
customerID_FK
LoanID_FK
'other fields uniquely relate a customer to a loan
I am guessing here. I would assume however you need a junction table to make a many to many.
This way a customer can be related to many loans and a loan can be related to many customers. Then get rid of the customerID in the loan table.Code:tblCustomerLoans customerID_FK LoanID_FK 'other fields uniquely relate a customer to a loan
That makes sense when relating customers to a loan, but doesn't tell Access who should go in which tab of the form?
Hi. How exactly are those tables related? I don't see a CustomerID in either Property or Loan tables.I have got this (attached) far but I cannot work out how the Customers/Loans/Property can be linked up. Multiple of all???
Hi. How exactly are those tables related? I don't see a CustomerID in either Property or Loan tables.
Okay, so rather than figure that out, why not tell us how, in "real" business scenarios would any of them relate to each other. We can either tell you if you need another linking table or simply merge the tables together instead. Or maybe, you just need to a foreign key to one of the tables.At the moment they aren't as I cant work out how it should be done
Okay, so rather than figure that out, why not tell us how, in "real" business scenarios would any of them relate to each other. We can either tell you if you need another linking table or simply merge the tables together instead. Or maybe, you just need to a foreign key to one of the tables.