1)I have to keep a record of "each" visit I make to my customer base
2)In this record I have to record
-products introduced (possibly, multiple items)
-seminars booked
-products bought (again, multiple items)
-value of the products purchased (total for items bought)
3)At the end of the day, week, month, or year I would like to be able to
produce a summary of events. (ie. daily sales, seminars booked, etc...)
>From my perspective I could use the appt book to track a record of my appts
(only time and date, possibly a few notes), but not all the info I would
need to enter. I see customers on a pretty regular cycle, so this would be
ideal for keeping track of the date/time stuff, but not the recording of the
above info.
The DB program, I believe, would not be entirely suitable for this task
(multiple visits to the same business would require separate entries for
each visit, and then the problem of reconciling it all would come up).
Although, I could create a separate DB for each customer, putting in the
date function for each visit, and the applicable fields. But, is it possible
to amalgamate all those separate Databases into one through merging (setting
up a macro to do this on a daily bases, pumping it into a desktop DB)
After doing the afformentioned, sending the merged PC DB back to a Master DB
on the OG (one that would contain a summation of current customer info, up
to the next visit).
Does all that sound like a solution, OR does anyone have a BETTER idea.
Please, if you have any ideas, forward it to me @ slfunk@uniserve.com.
Thanks in advance for any and all help
S. Funk