Access / Excel crossover: Should i attach spreadsheets to records
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by glinch
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Published on 2010-03-22T14:54:27Z
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2010/03/22
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Hi,
I currently have an archaic system of client records that I am trying to improve.
For each client i have a directory, in that directory i include a directory for each job. Each job has a spreadsheet that i use to store their personal details, and run calculations and costings specific to their needs. In turn I also have word documents that are linked to their spreadsheet which automatically update accordingly. The spreadsheet is also exported as a pdf as well
I am trying to build a database of customer records in Access, straight forward enough. For each new customer i need to be able to add the appropriate spreadsheet to their records, update the spreadsheet accordingly with their details, use the spreadsheet to calculate their costings etc.. I do not want to enter the same information repeatedly, and would like a cohesive system, with data being passed between access and excel.
Should this be easy enough to do with the two packages?
Thanks in advance
Noel
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