Hi Everyone:
I hope someone can figure out what I am missing as this is not working properly for me.
Background: I was tasked with creating a database to store contact information in, which would be utilized by our sales team to track leads. Until this point, all contacts were either manually entered or imported and all has been working well. A new request was made to basically sync that table with outlook. For now I am just testing before I involve any of the other sales peoples contacts (I realize that I will need to duplicate this for each individual due to the separate linked tables).
I have created a linked table for my outlook contacts just to test. I have created a few queries to assist in this process. The first query I have is an Append Query. This query takes anything in the linked table and appends the data to the default contacts table, unless it has already been flagged by the second query, which is a simple update to flag a field in the link table once it has been appended to the contacts table. Up until this point, everything is working successfully (I also have the same type of queries going back the other way in case someone adds or imports something directly into the contacts table). One thing that I do need to determine here is to also update the SalesRep field in the contacts table with the Reps name. Is there an easy way to do this within the Append query? I could always create an additional query and code it to immediately update all fields in the SalesRep column with a static value based on Is Null, but I wondered if there was an easier way to do it.
Where I am running into a problem is updating changes from the outlook table to the contacts table and vice versa. So if someone makes a change in Outlook, it changes the linked table, and I need to make that same change in the contacts table, as well as go back the other way if someone changes the Contacts table (needs to reflect in Outlook). What makes this more complex is that we don't want any duplicate entries in the Contacts table, and something that may have been imported, may not match exactly what was in Outlook. I need to make those entries match.
My basis at this point is an Update Query, but I am not sure how to join the tables by a not necessarily matching company name, and not sure how to verify that it is the most recently updated information which is spread to the other tables. Any assistance you could provide would be absolutely amazing!
God Bless!
I hope someone can figure out what I am missing as this is not working properly for me.
Background: I was tasked with creating a database to store contact information in, which would be utilized by our sales team to track leads. Until this point, all contacts were either manually entered or imported and all has been working well. A new request was made to basically sync that table with outlook. For now I am just testing before I involve any of the other sales peoples contacts (I realize that I will need to duplicate this for each individual due to the separate linked tables).
I have created a linked table for my outlook contacts just to test. I have created a few queries to assist in this process. The first query I have is an Append Query. This query takes anything in the linked table and appends the data to the default contacts table, unless it has already been flagged by the second query, which is a simple update to flag a field in the link table once it has been appended to the contacts table. Up until this point, everything is working successfully (I also have the same type of queries going back the other way in case someone adds or imports something directly into the contacts table). One thing that I do need to determine here is to also update the SalesRep field in the contacts table with the Reps name. Is there an easy way to do this within the Append query? I could always create an additional query and code it to immediately update all fields in the SalesRep column with a static value based on Is Null, but I wondered if there was an easier way to do it.
Where I am running into a problem is updating changes from the outlook table to the contacts table and vice versa. So if someone makes a change in Outlook, it changes the linked table, and I need to make that same change in the contacts table, as well as go back the other way if someone changes the Contacts table (needs to reflect in Outlook). What makes this more complex is that we don't want any duplicate entries in the Contacts table, and something that may have been imported, may not match exactly what was in Outlook. I need to make those entries match.
My basis at this point is an Update Query, but I am not sure how to join the tables by a not necessarily matching company name, and not sure how to verify that it is the most recently updated information which is spread to the other tables. Any assistance you could provide would be absolutely amazing!
God Bless!