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From: Jenni on 15 Mar 2010 20:54
I need to create a database that lists companies, with dates items done by,
money paid, notes etc. Thats okay, but I need to retain the previous years
records and start a new year off fresh. How would I do that?

From: Gina Whipp on 15 Mar 2010 21:27
Jenni,

It sounds like you have never created a database so I'm going to suggest you
start here...

Jeff Conrad's resources page...
http://www.accessmvp.com/JConrad/accessjunkie/resources.html

The Access Web resources page...
http://www.mvps.org/access/resources/index.html

A free tutorial written by Crystal (MS Access MVP)...
http://allenbrowne.com/casu-22.html

MVP Allen Browne's tutorials...
http://allenbrowne.com/links.html#Tutorials

Sample data models...
http://www.databasedev.co.uk/table-of-contents.html

AFTER you review and RE-review the above you need to set up some tables...

tblCompanyProfile
cpCompanyID (PK - AutoNumber)
cpCompanyTypeID (FK - Long ~ relate to tblCompanyTypes)
cpCompanyName (Text, 75)
cpSalutation (Text, 4)
cpFirstName (Text, 50)
cpMiddleInitial (Text, 2)
cpLastName (Text, 50)
cpCredentials (Text, 20)
cpNickname (Text, 50)
cpEIN (Text, 20)
cpPositionTitle (Text, 50)
cpAddress1 (Text, 30)
cpAddress2 (Text, 25)
cpCityID (FK: Text, 20)
cpStateID (FK: Text, 20)
cpPostalCode (Text, 15)
etc...

tblCompanyTypes
ctCompanyTypeID (PK - Autonumber)
ctComapnyType

tblCompanyActivities
caDate
caPriorityID (High, Medium, Low)
caActivityID (FK - Long - relate to tblActivities)
caNotes (Prefer you don't use a Memo field data type here)
caDone (Yes/No)

tblActivities
aActivityID (PK - Autonumber)
aActivity

....without more information that's as far as I can go.

--
Gina Whipp
2010 Microsoft MVP (Access)

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

"Jenni" <Jenni(a)discussions.microsoft.com> wrote in message
news:42593B33-4061-4233-911C-769DF83D017D(a)microsoft.com...
I need to create a database that lists companies, with dates items done by,
money paid, notes etc. Thats okay, but I need to retain the previous years
records and start a new year off fresh. How would I do that?

From: John W. Vinson on 15 Mar 2010 22:20
On Mon, 15 Mar 2010 17:54:01 -0700, Jenni <Jenni(a)discussions.microsoft.com>
wrote:

>I need to create a database that lists companies, with dates items done by,
>money paid, notes etc. Thats okay, but I need to retain the previous years
>records and start a new year off fresh. How would I do that?

Store all the data in one table, with a date/time field. "Start the new year
fresh" by basing your Forms (and where necessary reports) on Queries selecting
the desired date range.

Having separate tables for each year makes sense for a spreadsheet but no
sense at all for a database!
--

John W. Vinson [MVP]
From: Rob H on 16 Mar 2010 16:10
I'm still pretty new to Access myself but I would think you could keep
entering all of your data on one table but then use queries and reports to
sort and view the data by year. Maybe this isn't what you're looking for
but thought I'd throw it out there.

"Jenni" wrote:

> I need to create a database that lists companies, with dates items done by,
> money paid, notes etc. Thats okay, but I need to retain the previous years
> records and start a new year off fresh. How would I do that?
>
From: Steve on 16 Mar 2010 19:04
Hello Jenni,

The learning curve for Access is long and steep. It will take a long time to
be able to do it yourself. If you need a database up and running quickly, I
can help you. I provide help with Access, Excel and Word applications for a
very modest fee. I can build the basic database you need for you for a small
fee. Once you have the database up and running, you can add to it if you
want on your own. If you want my help, contact me.

Steve
santus(a)penn.com


"Jenni" <Jenni(a)discussions.microsoft.com> wrote in message
news:42593B33-4061-4233-911C-769DF83D017D(a)microsoft.com...
>I need to create a database that lists companies, with dates items done by,
> money paid, notes etc. Thats okay, but I need to retain the previous
> years
> records and start a new year off fresh. How would I do that?
>


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