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Recording Contact/Correspondence History

Question asked by CarlMorris on Jan 26, 2011
Latest reply on Jan 26, 2011 by philmodjunk


Recording Contact/Correspondence History


Hi all,
I have created a database so that we can record all the relevant details for charity donors etc, but I am stuck on how I can create a history of correspondence, so that if that person calls, e-mails or speaks to me, I can look at their corresponding history.

Basically, I need to have the following:

• Date (of correspondence)

• Method of Correspondence

• Brief Notes

This would need to be linked to the main database as we'd like to keep the notes and their fields in a different table.

The bottom line is, if Mr 'X' phones up, we can put that contact up in the main database, and look at their notes which will be under a tab called "Correspondence History".

I have put the file online at:

The file is called contact_Management_skeleton.fp7

Any help would be appreciated as this is important to us as we need to track what's been said, but don't have the funds to pay someone which is why I am learning all about databases..