Create A Customer Contact Database Easily With MS Access
In this article, we are going to explain the simple steps of building a database so that you can create and maintain a record of your customer contacts. This database would keep track of information like who called when, who they spoke with, what they ordered and any sort of other information that might help you in improving your sales and customer relationships.
Development of a relational database was once a major difficulty but Microsoft Access has made the creation of a simple database easier. There are various available customer contact courses in Brisbane, but you can start learning it yourself as well through the use MS Access. More complex database builds will require an Access class but a simple customer contact log database can be set up within a few minutes. Microsoft offers different pre-made databases for common tasks such as customer contact data, inventory control, expenses, time and billing, etc. Such databases can be built without taking any Access course.
Once you learn to create the simple database in Access, you will be able to easily modify and set up any of the template databases offered by Microsoft in its template wizard showcase.
- Open Access and go to the “new file” icon to open a new file
- Select the “templates on my computer” and then open the “databases” tab and click the “contact management” database template.
- Once you click the “contact management” template, a File New Database dialogue box will show up on the screen allowing you to give a proper name and file up your brand new database. Choose the folder where you want to place this new database and give a proper name to your file then click “create.”
- Click on the “next” button in the first frame of the wizard that appears. The next screen will display the three different tablets that will be placed into your contact database: call information, contact information and types of the contacts. Take a few moments to click each table title on the right, and scroll through the list of fields on the left to familiarize you with the available data fields.
- For this exercise, we are going to include all of these three tables in our contact database. Click “next” to move along to the third step.
- The third screen of the wizard appears with a list of predefined layouts that determine what would be the appearance of the database. Click through each one to familiarize yourself with the various styles. Select your favorite one and click “next.”
- The fourth screen of the wizard allows you to modify the appearance of your reports. Go for your favorite option and click “next.”
- On the final screen, you will be asked to name your database such as “Contacts.” For this trial, leave the “Yes, I’d like to include a picture” box cleared. And click “finish.”
You have just developed a Microsoft Database! Within a few moments, a switchboard will appear allowing you to enter your contact information for simple management and information retrieval of your valuable customer information. Though you require custom and more sophist acted databases for more complex tasks, these ready made databases can be a great kick-start for you.
Kathryn Thorn is a librarian and advocate of continuous education. She writes for the local paper and is currently taking up a business course in Sydney.