Microsoft Access Customer Database (CRM) MS Access Customer Template - Free Download

[@AngelEyesProducts]

Your teaching method is amazing, I was able to build my Customer Databases just by following along with you.

[@599CD]

Fantastic!

[@lonesomeblue]

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.

[@599CD]

Awesome. Glad to help you learn that this stuff ain't that hard. :)

[@wsitech]

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.

[@599CD]

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!

[@zainabanwar_vlogs]

Can you share any project with me in ms accesss

[@RasheedSyd]

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.

[@jovelynobias5422]

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.

[@599CD]

Of course. I've been making Access videos for almost 20 years now. Start here: 599cd.com/Relational

[@DariusTokpah]

No

[@sheilsyspencer90]

I used your video to create my school project database . Thanks you so much

[@599CD]

You're very welcome

[@tomaropilgrim313]

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! =)

[@599CD]

Welcome. :)

[@clintonjones955]

is it a good idea to ask for a middle initial (James T. Kirk) Tiberius

[@599CD]

That's completely up to you. In my businesses, I've never needed that much detail.

[@patchashtray]

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

[@599CD]

See this: 599cd.com/BuyAccess Handy chart that explains which version you need to get Access.

[@tcpashukeni4814]

Thank you so much, I really learned a lot from access learning zone..

[@599CD]

Glad it was helpful!

[@paulmarchant5920]

Thanks Richrd for your video. Very easy to follow.

[@599CD]

You're Welcome!

[@karendenholm5763]

Hi this is a great video very helpful THANKS. However sorry if this question has been asked before. Can you please tell me how to auto fill the table and form. I have all my info on my mobile phone, eg client name, phone no. Etc but I don't want to retype can I transfer from my phone to the table and form. Can anyone help me please? Also.i want to know how do I send bulk text messages via the computer, assess program. Regards Karen

[@599CD]

One question at a time. You want to copy the contact info from your phone to an Access database? What kind of phone? If it's an Android, and your contacts are stored on Google, you can export them to a CSV file and import them into Access. See 599cd.com/Import. If it's an iPhone, I can't help you. iPhones are dumb and I don't have one.

[@happyandhealthy888]

so that the client can provide, gained documentation directly to the insurance (through my platform). In this case he has an access to external expert through his personal account. with linking or QR code strategy and has controll over his via same platform gained docuementation.

[@599CD]

Uhm... OK?

[@helenafitzsimmons120]

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?

[@599CD]

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

[@bilalaziz9431]

Hello sir Sir you're really nice... Sir can you help me to create complaint management software using access with with pending and complete complain functionality?

[@599CD]

Sure. Start here and work your way up: 599cd.com/ACB1

[@ezabala]

This is an amazing tutorial. I'm going study this and put it into practice!

[@599CD]

Glad it was helpful!

[@vickysazzd7853]

@@599CD QDFLDLDAFlllgfaflfldl

[@jessicawhipp83]

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?

[@599CD]

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

[@slicker1260]

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

[@599CD]

Accounts Receivable: 599cd.com/AccountsReceivable

[@georgerlopez]

Great video. How do you start the customer ID with a number I supply? I want to start with the number 6987 not 1. And I also want to migrate a database, but I am taking baby steps.

[@599CD]

599cd.com/Counter

[@georgerlopez]

@@599CD This was exactly what I needed to do and your explanations are easy. Keep the good work! Thank you!

[@abrahammartinez7303]

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]

599cd.com/QQ

[@chrisp3083]

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]

599cd.com/AccessOnline

[@Somedude819]

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

[@599CD]

Thx

[@sharinvile5074]

Thank you so much for this useful information! I definitely learn something today.

[@599CD]

Glad it was helpful!

[@FerdinandNdzenchognteh]

Thank you sir for this educating tutorial

[@phonehub254tech]

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?

[@599CD]

Yep.

[@mrCetus]

Great tutorial, easy to follow. I like your teaching style. Thanks for this!

[@599CD]

You're very welcome!

[@WhatHappenedFFS]

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

[@599CD]

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.

[@claironsfood5120]

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!

[@599CD]

Don't worry about that ID. It's not for you. It could be 8282724 and it wouldn't matter. 599cd.com/AutoNumber

[@jonwiersig5800]

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!!!

[@599CD]

Import New, Changed Records: 599cd.com/ImportChanges

[@yassiamy]

Thank you Richard i have always liked your videos , they are so helpful and easy to learn .

[@599CD]

My pleasure.

[@MagicaTactics]

Yes! The way teaching should be. Nice and simple. Awesome! Subscribing now!!!

[@nayyerabbas3957]

Assalamolikum.Sir I have a data in it if I add a new lab data it gets corrupted for 3 days please sir fix the problem

[@599CD]

Can't tell from here

[@nayyerabbas3957]

please send me wtsap numbr

[@simsolchannel]

Teacher my name is Sim Sol from Cambodia, i would like to ask you to give an example presentation on creating Employee, Customer, Invioce, Spouse, Report, and Form, by MS Access database full for any company as a video. Thank you very much, I hope you will product new videos as soon as.

[@599CD]

Hi Sim. I cover most of these topics in my full lessons. 599cd.com/Access. I'll be adding more free TechHelp videos in time.

[@rainshaarawy5955]

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.

[@599CD]

Watch 599cd.com/Blank

[@mohammadsarfraz830]

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....

[@599CD]

You want to clear a text field that already has data in it? Just selected the text and press DELETE on your keyboard.

[@cakiix6433]

Hi - Where can i download just the basic template for recording customers information only? or Maybe a notepad section to update notes

[@599CD]

599cd.com/Blank

[@ma.rizalinabugaoisan2850]

thank you so much.. from Philippines.

[@599CD]

You're welcome so much... from sunny Florida.

[@AlexanderNejadeh]

Thank you for the informative video, sir.

[@599CD]

Welcome

[@03theLight]

Can one buy the videos in sets as opposed to individually?

[@599CD]

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

[@Locsandknots]

Thak you for a great and easy-to-follow video. I am very interested in your classess.

[@599CD]

Glad you like them! Find out more at 599cd.com/Access

[@edwardsapu2032]

I have been looking for such things like that...... maybe it will solve my problem

[@599CD]

I hope so

[@cowboyjeep94]

I’m looking to find out how to add something to a database that already exists.

[@599CD]

599cd.com/QQ

[@cowboyjeep94]

@@599CD the database I’m working with I believe uses macros and I’m trying to add a functional button and be able to run a report or search the database

[@King_Justy]

Thank you so much for the quality content sir

[@599CD]

Welcome

[@ashleycarey4143]

This is awesome. Will this work for mac book?

[@599CD]

Nope... not unless you're running Parallels or something to emulate a PC.

[@DanniSensei]

This is powerfully helpful! Thanks SO MUCH for making the difference between being in control of my process, and not

[@599CD]

Welcome

[@fungkiem]

I love the way you explained it. Very effective and efficient in wording! Thanks.

[@599CD]

Glad it was helpful!

[@celebrateme]

This is by far the best Access video ever! I am so looking forward to learning more and mastering access. Thank you!

[@599CD]

Welcome

[@waltermazariegos4900]

Such a excellent video thank you so much

[@599CD]

You are so welcome!

[@mariesalazar4270]

THANK YOU!! EASY TO UNDERSTAND AND FOLLOE. THIS WILL CERTAINLY HELP ME SET UP A USER DATA ENTRY FORM 😀 THANKS MUCH AGAIN

[@599CD]

Glad it helped!

[@laxmikashyap8741]

Can we attached a folder with client name in this?

[@599CD]

Don't attach files to your database. See 599cd.com/Images

[@kimrydberg7581]

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?

[@599CD]

Sure. Lesson 8: 599cd.com/ACB1

[@titanicemoodie7026]

Bro thank you 🤩😘😘

[@599CD]

Welcome, bro. :)

[@dvaliantenvr.hubspot2703]

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 ..

[@599CD]

Tables store data. Forms are used to display, edit, and add data. Watch 599cd.com/ACB1

[@fandingkinteh1608]

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.

[@simonscholz2400]

How did you get the Form to be minimized?

[@599CD]

Click the minimize button?

[@tinkerscorner54]

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.

[@599CD]

OMG... Amiga? I remember those. :)

[@tinkerscorner54]

@@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.

[@KBlakK]

Great tutorial, easy to follow. I like your teaching style. Thanks for this!

[@599CD]

My pleasure

[@ifeajumobi7606]

Really awesome

[@599CD]

Glad you think so!

[@nusratali2217]

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. 👍👍

[@599CD]

Glad it was helpful!

[@notyoursusu]

Please share a Business Proposal Template for Travel Agency :)

[@599CD]

Well, seeing as I've never prepared one of those before, it would be hard for me to share one. :)

[@ghanaba83]

Awesome video.. thank you

[@599CD]

My pleasure!

[@leung619]

Great tutorial! But let's say I want to search for customers, how can I do that?

[@599CD]

Use the Find feature. CTRL-F. I cover that in 599cd.com/ACB1

[@jamiljewelryllc3645]

I can actually understand and follow your instructions. Thank You

[@599CD]

Welcome

[@firstlast6007]

My customer ID will not change. It says #name in the box. I followed step by step and picked the option for the counter.

[@599CD]

Sounds like something is spelled wrong.

[@firstlast6007]

Its blank in the space provided it has no info.

[@adrianasilveira4561]

Amazing videos, amazing explanations............Thank you so much

[@599CD]

Most welcome!

[@HajaraDauda-p2e]

Thank you enjoyed

[@Ervinthekid]

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.

[@599CD]

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.

[@atienzaivanreint.9818]

Thanks i learned something

[@599CD]

Glad to hear it

[@IvoireTube]

You are the best online Teacher , Thank you .

[@599CD]

Thank you! 😃

[@slbc.sl1]

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.

[@599CD]

You're very welcome!

[@TammyloveEnterprises]

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!!!

[@599CD]

You're very welcome. Glad you liked it. :)

[@raneeshhewage6842]

Very useful tutorial. Thanks very much Richard

[@599CD]

Glad it was helpful!

[@tonya3308]

These videos and the seminars on the Computer Learning Zone have helped me with access and other applications. These are the best online tutorials.

[@599CD]

Glad you like them!

[@ralphumo7152]

Very concise. Thanks

[@599CD]

You're welcome!

[@abrahammartinez9483]

Can you search this with there customer I’d?

[@599CD]

Sure

[@abrahammartinez9483]

@@599CD i work with the homeless population and were trying to develop a way to see when they come in to our center. is this something i can add , like they come in and enter there Client ID and i can see there file with dates theyve came in and notes? Thank you for the video its so wonderful

[@599CD]

Certainly. Very similar to: 599cd.com/Contacts - and to search 599cd.com/SearchForm

[@mikelennon1078]

I can't download the template? Can someone attach it for download?

[@599CD]

It's available on my web site free of charge. There's an even better one here: 599cd.com/blank

[@rannsarin3598]

Please speek one-by-one🙏🙏🙏

[@599CD]

What does this even mean?

[@nyepanjlatehjr8621]

Thanks, I love this and want more of your videos..

[@599CD]

You got it! Tons more here: 599cd.com/Access

[@nsikaksolomon9629]

This is lovely

[@ellasalazar6961]

Nice!! New Subscriber here!!

[@599CD]

Awesome! Thank you!

[@charlesnelson838]

So I have to make both the table and form?

[@599CD]

Yup. That's how it works. :)

[@charlesnelson838]

@@599CD ok thank you so much, I have a client that what's to create a database for her clients I think this will help

[@ramilojuancarlos1410]

Where is the saved details?

[@599CD]

What saved details? Where does the data go? In your table. See 599cd.com/ACB1

[@dr.anissahoward557]

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.

[@599CD]

Excellent! You're very welcome.

[@benmoore8547]

brilliant video, super helpful loved it!!

[@599CD]

Thanks

[@shemlamoste5503]

Amazing video! Very helpful. Thanks

[@599CD]

Glad you enjoyed it!

[@alexisyeboah8762]

This video was really enlightening. Thanks!

[@599CD]

Glad you enjoyed it!

[@elidavidoff5942]

Honestly, Amazing tutorial! thank you

[@599CD]

You're very welcome!

[@pattygq]

Excellent video. Thank you.

[@599CD]

Welcome

[@bibekdas7449]

Thanks a lot. It will definitely help in my practicals as I missed some classes because of my troublesome old computer.

[@599CD]

You are most welcome

[@samjan4668]

Thank you so much .

[@599CD]

You're most welcome

[@JessaC2023]

Thank you ! God bless .More videos please ..............

[@599CD]

More to come!

[@raphaelcharlespinon]

Excellent video ♥

[@599CD]

My pleasure.

[@majdjamal60]

Thx a lot, really easy to start, very well explained

[@599CD]

You are welcome!

[@peggybachler5952]

WOW thank you so much - you made this so simple

[@599CD]

You're welcome!

[@presh.okafor]

Just came across your channel and I'm glad i did. Thanks for taking your time to explain this so much

[@599CD]

Glad it was helpful!

[@danlastname4822]

Awesome tutorial!

[@599CD]

Thank you!

[@alimamyconteh1059]

IT LLOKS AMAZING

[@599CD]

Thanks

[@strikeryuz]

Hello how to have a smaller grid squares? because mine is huge and i cant arrange the boxes precisely like you

[@599CD]

599cd.com/GridDots

[@medaidpharma]

great'

[@599CD]

Thanks!

[@TheKssunil]

Very helpful.

[@599CD]

Glad to hear!