Microsoft Access Customer Database (CRM) MS Access Customer Template - Free Download
ฝัง
- เผยแพร่เมื่อ 21 ก.ค. 2024
- Learn how to build a basic customer management (CRM) database. This is the perfect way to learn how to start building databases from scratch using Access. It consists of a simple customer table and form. I like to use it as a template for starting new databases so I don't have to recreate these objects from scratch.
NEW:
Watch my new, completely FREE, 4-hour Access Beginner 1 class, newly re-recorded for 2022:
599cd.com/ACB1
NEW:
Watch an updated version of this video for Access 2019 here:
599cd.com/Blank
TOPICS COVERED:
Create a New Database
Overlapping Windows
Build a Customer Table
Field Names & Data Types
Primary Key Field
Create a Customer Form
Form Design View
Text Boxes & Labels
CLASS LINKS:
Get on my MAILING LIST: 599cd.com/YTML
Template Download: 599cd.com/X42PS4
Other Templates: 599cd.com/Templates
FREE Beginner 1: 599cd.com/XYTT
Beginner 2 for $1: 599cd.com/XYTT2
OTHER ACCESS RESOURCES:
www.techwalla.com/articles/ho...
www.software-matters.co.uk/cr...
support.office.com/en-gb/arti...
en.wikipedia.org/wiki/Microso...
products.office.com/en-us/access
www.microsoft.com/en-us/micro...
I consider myself to be a visual learner, but have only found books in the past about Access. I have very specific data needs at times and it has been very difficult to articulate those to others to build a database for me. Today, after watching this video, it clicked for me. Thank you so much for posting and sharing your expertise.
Excellent! You're very welcome.
I've been an old-school eacher (and a student, of course) and appreciate excellent teaching. I've used basic Excel but been frustrated because I I didn't know how to manipulate the data to make it useful. And been afraid of databases for perhaps a generation thinking it was only for the tech-savvy. I'm more than impressed with the quality of teaching in this video. All the essentials and no attempt to impress with jargon. Excellent! Thanks. Now I feel that I have hope.
Awesome. Glad to help you learn that this stuff ain't that hard. :)
Thank you very much Richard Rost. This is the first time I've watched an access clss online without being confused. I've just learnt how to design a simple data base and create the relationship with the tables.
You're very welcome!
I am such a dummy and looking at this I just created an entire database to store information for my church. You are a boss, you're amazing. Today is the first time I ever clicked on access
Sweet!
I am about as dumb as it gets when it comes to computers and even I was able to do this! You are an incredible teacher and this will help tremendously if I follow through with my business
Thx
its an amazing presentation and straight to the point, I have been struggling to develop a customer table using excel with VBA but it has turnout to be very difficult . However Microsoft access has made it very easy following your tutorial. Its a great presentation keep it up.
Thank you so much! I actually paid to go through this course many years ago and then never actually used access. Many years later I am now using my software for my own business and I needed to remember how... I found your vid and just watching this one, I can tell you It is absolutely amazing because it was so much easier to accomplish following your video than I remember going through it in class (and I paid alot of money for that course). Much appreciated! I will definitely be checking out your other videos and your website. Feeling very grateful over here! Thank you for creating this!!!
You're very welcome. Glad you liked it. :)
Your teaching method is amazing, I was able to build my Customer Databases just by following along with you.
Fantastic!
I took a computer class years ago, in my undergrad program, at which time I learned how to use Access. I wasn't good in the computer class, only getting a low C. =) I remember thinking, "I will never use this." Well, fast forward over 15 years later and about 5 business in, here I am. =) Thanks for this tutorial! It was a great help! =)
Welcome. :)
Great video! Although I'm an experienced Access programmer, I never fail to learn things even from your beginner videos, little nuggets that I never knew before.
Great to hear! I, too, pick up little tips and tricks from other Access experts from time to time. There's a few blogs I subscribe to. I'll be sure to check out your channel. Looks like you've got some cool stuff on there. Always happy to make new connections. Cheers!
Can you share any project with me in ms accesss
I love the way you explained it. Very effective and efficient in wording! Thanks.
Glad it was helpful!
The last time I fooled around with a relational database was back in 1991 on an Amiga 2000, and though I understood the concepts, it was more work than I had time to give it (the Gulf War opened up, a busy time), so I shied away from them. I've had Access on my computers for over a decade, but I've never had enough incentive to check it out. Now I have an incentive and ended up watching this video. I hadn't realized that it had gotten this easy. Thanks for the video lessons and I'll probably be around a good bit more.
OMG... Amiga? I remember those. :)
@@599CD Yeah. It could out-Mac a Mac and out-PC a PC, all at the same time. If the business world had not followed Microsoft, we really would be driving flying cars about now.
This is by far the best Access video ever! I am so looking forward to learning more and mastering access. Thank you!
Welcome
Yes! The way teaching should be. Nice and simple. Awesome! Subscribing now!!!
Just came across your channel and I'm glad i did. Thanks for taking your time to explain this so much
Glad it was helpful!
These videos and the seminars on the Computer Learning Zone have helped me with access and other applications. These are the best online tutorials.
Glad you like them!
Thank you Richard i have always liked your videos , they are so helpful and easy to learn .
My pleasure.
Thanks a lot. It will definitely help in my practicals as I missed some classes because of my troublesome old computer.
You are most welcome
Great tutorial, easy to follow. I like your teaching style. Thanks for this!
My pleasure
Just like the way you teach! Clear, simple, detail
I appreciate that!
Just started watching your videos but I already learned a lot. Thanks for explaining it very well. Your videos are really good for people who are just starting with access. May I just ask, have you already made a tutorial on how to make relational databases? I mean the one with 1 to 1, 1 to many, many to many relationship.
Of course. I've been making Access videos for almost 20 years now. Start here: 599cd.com/Relational
No
Wow!! So amazing. Simple and easy to follow. Thank you!!
Welcome
Thank you. You made access very easy for me. I need a student database for a school. I will keep in touch.
You are welcome!
Thanks Richrd for your video. Very easy to follow.
You're Welcome!
I can actually understand and follow your instructions. Thank You
Welcome
I used your video to create my school project database . Thanks you so much
You're very welcome
THANK YOU!! EASY TO UNDERSTAND AND FOLLOE. THIS WILL CERTAINLY HELP ME SET UP A USER DATA ENTRY FORM 😀 THANKS MUCH AGAIN
Glad it helped!
Wow fantastic video so elaborate and I already feel like doing my first data base to change my financial situation
You can do it!
Thank you so much for this useful information! I definitely learn something today.
Glad it was helpful!
That is fantastic video. Thank you so much. Really I am very happy to watch this video. I learn a lot which I was looking for. 👍👍
Glad it was helpful!
This is an amazing tutorial. I'm going study this and put it into practice!
Glad it was helpful!
@@599CD QDFLDLDAFlllgfaflfldl
Thank you so much, I really learned a lot from access learning zone..
Glad it was helpful!
Great video. Very informative and helpful. Thanks so much!
Glad it was helpful!
Thak you for a great and easy-to-follow video. I am very interested in your classess.
Glad you like them! Find out more at 599cd.com/Access
This is powerfully helpful! Thanks SO MUCH for making the difference between being in control of my process, and not
Welcome
Thanks for this video, I found it incredibly useful. I wanted to know if there was any way of connecting Access to my outlook calander to receive alerts for when the next visit is due?
Yes, it's possible. I haven't covered this in my lessons because I prefer to keep my appointments and such in Access: 599cd.com/Calendar
Very useful tutorial. Thanks very much Richard
Glad it was helpful!
I had a question? lets say i want a person to walk in and there is a monitor with just a box that says enter client id: person enters client id and on my computer it would show weather or not if they had a file? if they did a file would show up with there demo graphics? is this something that can be done on this tutorial
599cd.com/QQ
This has been so helpful. Thank you. I have a really silly question which is: We invite people to events and so I'm not sure if I should add a field for this on the main form where we hold people's details or create some other kind of table which can eventually link up to the main form? Any help would be much appreciated. Kind regards, Jae
Two types of information (events, people) should be stored in two tables.
WOW thank you so much - you made this so simple
You're welcome!
This video was really enlightening. Thanks!
Glad you enjoyed it!
Thank you sir for this educating tutorial
Thank You so much this is super useful 😊 As a student I learn a lot on it❤
Glad it was helpful!
Hello how to have a smaller grid squares? because mine is huge and i cant arrange the boxes precisely like you
599cd.com/GridDots
Amazing video! Very helpful. Thanks
Glad you enjoyed it!
You are the best online Teacher , Thank you .
Thank you! 😃
Fantastic tutorial. Thank you!
You're very welcome!
Thanks for the video Richard..!
Is it possible to create a table where I can create and print a receipt base on only the active customers with an amount that they are owing?
Definitely possible.
anyway to build a tracking system on top of this? i work with a customer balance owing type of model and would like to be notifed when a customer hasnt cleared that balance in 30+ days
Accounts Receivable: 599cd.com/AccountsReceivable
Amazing videos, amazing explanations............Thank you so much
Most welcome!
I am trying to add a customer ID # to my database in Access. I have chosen "Autonumber" but when I go to my Forms it doesn't start at 1 and go up it assigns random numbers to each new customer page. How do I fix this?
You have the property set to Random instead of Incremental. And don't worry about the actual number it's on. That number is for Access. NOT YOU. See 599cd.com/AutoNumbers
Such a excellent video thank you so much
You are so welcome!
That's was super lesson thank you and God bless
You're very welcome
Thank you for the informative video, sir.
Welcome
thank you so much.. from Philippines.
You're welcome so much... from sunny Florida.
Honestly, Amazing tutorial! thank you
You're very welcome!
I am sure I have reached to right person with my question.
Currently I am hired at a company which is using an ERP like software made of Ms Access 97 (.Mdb extension) with VBA running on windows 98 Operating system. They are stuck with this old thing and now they want to migrate to latest version and wishing to have that same ERP (User interface, correnponding database).
For me this was a new issue and never faced myself. I did some research and was able to convert files with .mdb ext to .accdb ext but how do convert the whole UI and also the database? Please help.
Can I replicate the whole thing in a newer format of access and vba. I know its a lot of work but I see this as adequate and appropriate solution. Let me know if I am wrong. Please tell me how do I proceed wit this.? Thank you.
Thank you so much for the quality content sir
Welcome
brilliant video, super helpful loved it!!
Thanks
Thanks for your kindness. it' very useful.
So nice of you
Amazing guide..followed every step and the result are very much neat!!!after creating the form,edited all the info i want,are the data saved where i can go back and review a customer even after closing access?
Yep.
Thx a lot, really easy to start, very well explained
You are welcome!
Thank you enjoyed
Hi Mr. Richard, good day to you. I have a several question, can we add field in the form which not list in the table? and how we want to create pop up form to see the customer details just by clicking the customer name from the table listing? Please advise.
Watch 599cd.com/Blank
Awesome tutorial!
Thank you!
Great videos Richard. Do you provide fee support for specific solution resolutions?
I do. See 599cd.com/techhelp
thank you!!! great explanation.
Welcome
Awesome video.. thank you
My pleasure!
Thanks, I love this and want more of your videos..
You got it! Tons more here: 599cd.com/Access
Very concise. Thanks
You're welcome!
Excellent video. Thank you.
Welcome
Excellent, thank you so much!
welcome
thanks Mr your tutorials are really cool
Glad you think so!
Hi - Where can i download just the basic template for recording customers information only? or Maybe a notepad section to update notes
599cd.com/Blank
Thanks i learned something
Glad to hear it
Excellent video ♥
My pleasure.
Good training. Thanks
Glad you enjoyed it
I have a question, if I want to find a customer on my table can I simply search it by name or # instead of scrolling the table?
Sure. Lesson 8: 599cd.com/ACB1
This is lovely
Thank you for your lesson.
You are welcome!
I have been looking for such things like that...... maybe it will solve my problem
I hope so
it was helpful., however, my customer table., after double clicking and start to input the data the Customer ID was started in #2 instead of #1. help me with this....really appreciate it!
Don't worry about that ID. It's not for you. It could be 8282724 and it wouldn't matter. 599cd.com/AutoNumber
This is most useful video and easily understand. and with step by step focus every point...
Richard sir I hope that my problem will solve you,my problem it. I want to clear Text field, desired clear text box.i n access.
Thank you....
You want to clear a text field that already has data in it? Just selected the text and press DELETE on your keyboard.
Great video , a question please, what's the quick difference between a customer table and a customer form ? Could you explain for a beginner, thank you ..
Tables store data. Forms are used to display, edit, and add data. Watch 599cd.com/ACB1
Outstanding!
Thank you kindly!
Thank you it helps alot.
Glad it helped
Thank you so much .
You're most welcome
I'm researching a method to track our coaching clients. I have looked at Asana etc but they all seem too complex (and expensive). As a 365 subscriber I have Access, so wondering if it will: create start & end date for each client, by name / list which team member is working with that coach / allow individual coaches to access the db to update 'coaching notes' after each session / restrict access to onlt that individual coaches area/section of the db, i.e. they could only see the clients they are working with, not everyone elses. Can Access do this? Thanks
Yes, Access can absolutely do this. However, if you want to add security like you mentioned, it will require a little extra setup work. Individual user logons are not normally part of Access, but I show how to do that in my Security Seminar 599cd.com/Security. And if you want to share the database with your coaches remotely, you can set up a Virtual Cloud PC. See 599cd.com/ADC.
Is there a way to share an Access Database across the web? I want to use it as CRM but have a couple salespeople that work from home. I’d want the data to be current for everyone using it.
599cd.com/AccessOnline
Thank you ! God bless .More videos please ..............
More to come!
Richard, thanks for your videos. I have about 1,000 contacts that I keep on spreadsheets. Every 6 months I have 150 contacts where I collect all their information including one or two field updates in a spreadsheet. Would changing to an Access database allow me to easily import the new data into an Access database that will not create a duplicate contact? Thanks!!!
Import New, Changed Records: 599cd.com/ImportChanges
How are you all still accessing this app? I can't find a way to download it for the life of me. I'm even trying to upgrade my microsoft 365 account but Access never makes it to the end of my purchase as an included app
See this: 599cd.com/BuyAccess
Handy chart that explains which version you need to get Access.
Great Video!
Glad you enjoyed it
Really awesome
Glad you think so!
Thank you very much ...👍
You are welcome
Can one buy the videos in sets as opposed to individually?
I don't have "sets" or "bundles." My shopping cart will give you a quantity discount though if you buy more than one thing at a time. 599cd.com/Order
Can you make a video or provide a template for a BASIC but functional order entry management system in Access? I know there is the Northwind template but it's a bit unnecessarily robust.
Yep. That's what I spend the bulk of my Expert series working on, starting with Access Expert Level 6. 599cd.com/XAC13X6
I'm actually going to be releasing a Template very soon that is JUST the basic Order Entry system for people who don't want to go through hours of training. They just want something quick and simple. Stay tuned.
Thank you Sir!
You're welcome
IT LLOKS AMAZING
Thanks
Very helpful.
Glad to hear!