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From: Ernie on 8 Mar 2010 08:46
I am transitioning from excel to access for the reason of the spreadsheet is
only getting igger and harder to use.

I am an Insurance agent and I am trying to set up a new database using the
templates as munc as I can. I want to have the ability to access the
customers information (contact management) and their account or policys. The
problem is I have customers with more than one auto policy and more than one
one person in a house hold with policys ex. husbands auto, wifes auto, family
homeowners, husbands auto, wifes life policy, husbands business policy, sons
auto policy. How do I set this up.

I also want to track the payments for the policys.

Is there a existing template I can use.

How do I set up the table (s)

Can the information be imported from the spreadsheet?

Thanks

From: Jeff Boyce on 8 Mar 2010 11:06
Ernie

Be aware that Access is not Excel on steroids. The tips & tricks you may
have learned for using Excel may actually make your transition to Excel more
difficult.

And the user-interface that Excel presents is relatively well-known.

Access is not a bookcase (like Excel), it is a power-saw. If you want an
easy-to-use user-interface, especially one customized to your particular
situation, YOU have to build it.

That said, have you searched on-line for that kind of template? Remember,
you'll need to understand enough about Access to know when and how to change
the template to match your needs.

I'm not trying to discourage you, I'm trying to be realistic about what's
involved.

Good luck!

Regards

Jeff Boyce
Microsoft Access MVP

--
Disclaimer: This author may have received products and services mentioned
in this post. Mention and/or description of a product or service herein
does not constitute endorsement thereof.

Any code or pseudocode included in this post is offered "as is", with no
guarantee as to suitability.

You can thank the FTC of the USA for making this disclaimer
possible/necessary.

"Ernie" <Ernie(a)discussions.microsoft.com> wrote in message
news:C4A2DFF0-F20D-458E-B3B0-DCD0F7A78750(a)microsoft.com...
>I am transitioning from excel to access for the reason of the spreadsheet
>is
> only getting igger and harder to use.
>
> I am an Insurance agent and I am trying to set up a new database using the
> templates as munc as I can. I want to have the ability to access the
> customers information (contact management) and their account or policys.
> The
> problem is I have customers with more than one auto policy and more than
> one
> one person in a house hold with policys ex. husbands auto, wifes auto,
> family
> homeowners, husbands auto, wifes life policy, husbands business policy,
> sons
> auto policy. How do I set this up.
>
> I also want to track the payments for the policys.
>
> Is there a existing template I can use.
>
> How do I set up the table (s)
>
> Can the information be imported from the spreadsheet?
>
> Thanks
>


From: Jeff Boyce on 8 Mar 2010 12:41
Correction ...

.... may make your transition to ACCESS more difficult ...

Jeff

"Jeff Boyce" <nonsense(a)nonsense.com> wrote in message
news:%238sgVltvKHA.4552(a)TK2MSFTNGP04.phx.gbl...
> Ernie
>
> Be aware that Access is not Excel on steroids. The tips & tricks you may
> have learned for using Excel may actually make your transition to Excel
> more difficult.
>
> And the user-interface that Excel presents is relatively well-known.
>
> Access is not a bookcase (like Excel), it is a power-saw. If you want an
> easy-to-use user-interface, especially one customized to your particular
> situation, YOU have to build it.
>
> That said, have you searched on-line for that kind of template? Remember,
> you'll need to understand enough about Access to know when and how to
> change the template to match your needs.
>
> I'm not trying to discourage you, I'm trying to be realistic about what's
> involved.
>
> Good luck!
>
> Regards
>
> Jeff Boyce
> Microsoft Access MVP
>
> --
> Disclaimer: This author may have received products and services mentioned
> in this post. Mention and/or description of a product or service herein
> does not constitute endorsement thereof.
>
> Any code or pseudocode included in this post is offered "as is", with no
> guarantee as to suitability.
>
> You can thank the FTC of the USA for making this disclaimer
> possible/necessary.
>
> "Ernie" <Ernie(a)discussions.microsoft.com> wrote in message
> news:C4A2DFF0-F20D-458E-B3B0-DCD0F7A78750(a)microsoft.com...
>>I am transitioning from excel to access for the reason of the spreadsheet
>>is
>> only getting igger and harder to use.
>>
>> I am an Insurance agent and I am trying to set up a new database using
>> the
>> templates as munc as I can. I want to have the ability to access the
>> customers information (contact management) and their account or policys.
>> The
>> problem is I have customers with more than one auto policy and more than
>> one
>> one person in a house hold with policys ex. husbands auto, wifes auto,
>> family
>> homeowners, husbands auto, wifes life policy, husbands business policy,
>> sons
>> auto policy. How do I set this up.
>>
>> I also want to track the payments for the policys.
>>
>> Is there a existing template I can use.
>>
>> How do I set up the table (s)
>>
>> Can the information be imported from the spreadsheet?
>>
>> Thanks
>>
>
>


From: Steve on 8 Mar 2010 12:58
Hello Ernie,

Are you interested in having someone create this database for you? I provide
help with Access, Excel and Word applications for a small fee. I could
design the tables and import your Excel data and you take it from there or I
could create the entire database including importing the Excel data for you.
Let me create the database for you and you could have the database up and
running in a short time. Contact me and I will be happy to give you a quote
of my fees for whatever help you want.

Steve
santus(a)penn.com


"Ernie" <Ernie(a)discussions.microsoft.com> wrote in message
news:C4A2DFF0-F20D-458E-B3B0-DCD0F7A78750(a)microsoft.com...
>I am transitioning from excel to access for the reason of the spreadsheet
>is
> only getting igger and harder to use.
>
> I am an Insurance agent and I am trying to set up a new database using the
> templates as munc as I can. I want to have the ability to access the
> customers information (contact management) and their account or policys.
> The
> problem is I have customers with more than one auto policy and more than
> one
> one person in a house hold with policys ex. husbands auto, wifes auto,
> family
> homeowners, husbands auto, wifes life policy, husbands business policy,
> sons
> auto policy. How do I set this up.
>
> I also want to track the payments for the policys.
>
> Is there a existing template I can use.
>
> How do I set up the table (s)
>
> Can the information be imported from the spreadsheet?
>
> Thanks
>


From: KARL DEWEY on 8 Mar 2010 13:41
Ernie,
Be aware that Steve trolls here for business, many deem as dubious
quality, whereas this forum is for FREE advise by others.

--
Build a little, test a little.


"Steve" wrote:

> Hello Ernie,
>
> Are you interested in having someone create this database for you? I provide
> help with Access, Excel and Word applications for a small fee. I could
> design the tables and import your Excel data and you take it from there or I
> could create the entire database including importing the Excel data for you.
> Let me create the database for you and you could have the database up and
> running in a short time. Contact me and I will be happy to give you a quote
> of my fees for whatever help you want.
>
> Steve
> santus(a)penn.com
>
>
> "Ernie" <Ernie(a)discussions.microsoft.com> wrote in message
> news:C4A2DFF0-F20D-458E-B3B0-DCD0F7A78750(a)microsoft.com...
> >I am transitioning from excel to access for the reason of the spreadsheet
> >is
> > only getting igger and harder to use.
> >
> > I am an Insurance agent and I am trying to set up a new database using the
> > templates as munc as I can. I want to have the ability to access the
> > customers information (contact management) and their account or policys.
> > The
> > problem is I have customers with more than one auto policy and more than
> > one
> > one person in a house hold with policys ex. husbands auto, wifes auto,
> > family
> > homeowners, husbands auto, wifes life policy, husbands business policy,
> > sons
> > auto policy. How do I set this up.
> >
> > I also want to track the payments for the policys.
> >
> > Is there a existing template I can use.
> >
> > How do I set up the table (s)
> >
> > Can the information be imported from the spreadsheet?
> >
> > Thanks
> >
>
>
> .
>
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