Free Lessons
Courses
Seminars
TechHelp
Fast Tips
Templates
Topic Index
Forum
ABCD
 
Home   Courses   Index   Templates   Seminars   TechHelp   Forums   Help   Contact   Join   Order   Logon  
 
Home > TechHelp > Directory > Access > Contacts < Kitchen Helper | Highlight Duplicates >
Back to Contacts    Comments List
Contact Table Follow Up Upload Images   Link   Email  
Tom Kelly 
Greetings!!  I have a question about the Contact Form and Follow Up.
I've created all the forms and made the connections so that I can create needed queries to see which contacts I need to follow up on.

We have three or four staff that will be using the database.  It's a small database we use to track employee and member training.

Is there a way for me to "restrict" which staff can see which "Follow Up".

For example if I enter a couple of Follow Up when I look at all Contacts I only want to see my Follow Up. When Sue enters a couple of Follow Ups she only sees her Follow Ups.

I have created separate logons for folks and split my database but when I run the queries I see everyone's contacts and descriptions and everyone's follow up notes!

Thoughts?
Scott Axton 
If you have a logon for the individual users you could add a UserID to the follow up.  That way you can "assign" the  follow up to a specific user.

On your follow up form put a combo box for users and add that to the query criteria.  Similar to the show all / show future followups.  See the Value From a Form video to get an idea how to accomplish this.
Kevin Robertson 
I also recommend the Security Seminar.
Tom Kelly 
@Scott Axton --- Thank you for the response and great ideas!  I've added the UserID to the Follow Up.  Now we can "assign" the Follow Up to a specific user.

I use a SQL statement to populate my ContactF form where I have my active follow up and the user assigned.

SELECT ContactT.*, PeopleT.FirstName, PeopleT.LastName FROM PeopleT INNER JOIN ContactT ON PeopleT.PeopleID = ContactT.PeopleID;

If I am logged into the database as UserID = 1 how can I filter the different follow ups based on the fact that I as UserID =1 is the person logged into the database.
Scott Axton 
Tom -
I did a little looking for you.  If you look at the Appointments video(s), Richard gives great examples of how to accomplish what you are trying to do.

Think of your Follow Up as making an appointment with yourself, or in your case, for Jim in Production or Judy in Accounting.  This could be as simple or complex as you want to get.  Richard provides the Lego pieces it's up to you to assemble them to make your masterpiece. The data source just changes depending on the date as well as the person.
I suggest using a Query first to get it working then convert it to the SQL statement.

This will involve a little bit of VBA but it's covered - step by step - in the videos.
If you haven't ever done any coding go watch the Intro to VBA video too.  VBA will open up a whole new world to you and is NOT that difficult once you get some basics down.
Scott Axton 
I just realized I didn't answer your question above.  You will just need to add an "AND" to the criteria of your SQL.  In other words a WHERE UserID=1.
BUT you don't want to hard code the UserID=1 you want it dynamic (I assuming) depending on who is logged on.

I don't know if you store the UID anywhere? Again more involved. Give it a go and see what you can accomplish.

Yet another great resource it the Search Form 2.0
That will detail searching and filtering your records to what you want to see.

This thread is now CLOSED. If you wish to comment, start a NEW discussion in Contacts.
 

 
 
 

The following is a paid advertisement
Computer Learning Zone is not responsible for any content shown or offers made by these ads.
 

Learn
 
Access - index
Excel - index
Word - index
Windows - index
PowerPoint - index
Photoshop - index
Visual Basic - index
ASP - index
Seminars
More...
Customers
 
Login
My Account
My Courses
Lost Password
Memberships
Student Databases
Change Email
Info
 
Latest News
New Releases
User Forums
Topic Glossary
Tips & Tricks
Search The Site
Code Vault
Collapse Menus
Help
 
Customer Support
Web Site Tour
FAQs
TechHelp
Consulting Services
About
 
Background
Testimonials
Jobs
Affiliate Program
Richard Rost
Free Lessons
Mailing List
PCResale.NET
Order
 
Video Tutorials
Handbooks
Memberships
Learning Connection
Idiot's Guide to Excel
Volume Discounts
Payment Info
Shipping
Terms of Sale
Contact
 
Contact Info
Support Policy
Mailing Address
Phone Number
Fax Number
Course Survey
Email Richard
[email protected]
Blog RSS Feed    YouTube Channel

LinkedIn
Copyright 2024 by Computer Learning Zone, Amicron, and Richard Rost. All Rights Reserved. Current Time: 3/28/2024 8:27:49 AM. PLT: 1s