Microsoft Access Call Log Interaction Tracking Database Template

Microsoft Access Call Log Interaction Tracking Database Template


Hey everyone, it’s Blake Bundy here from Winning Solutions, Inc. and today I will be bringing you guys another Microsoft Access Expert template walk-through I will be showing you guys where to find the template database on our website how to download the template database demo and how to use the demo properly Most of our templates are not designed to be used on their own Instead, they are designed in a way that makes it simple and smooth to integrate it into an already existing database that you have already been using You can also build a more robust Microsoft Access database that is build around one of our templates If you would like to create a new database that is based off one of our templates and don’t know how or do not have the time to do so let us know and we would be happy helping you with getting the database that 100% fits your needs With most of our templates that we offer, there are 3 different versions that you can purchase a compiled runtime version one for internal use and one for unlimited developer use Our compiled runtime version is a run-as-is version without the paid full version of Microsoft Access using the free Access Runtime from Microsoft It can be integrated into your existing Access application but you would not be able to make any other modifications to the form, reports, modules, etc. This option is more for those of you who do not see any need to make any customization to the template Our internal use version allows you to use or modify the databases however you wish within the organization And last but not least, our unlimited developer use version allows you to use the database template however you wish for any applications you develop and distribute the template as part of a database you create Winning Solutions, Inc.’s templates have a strong advantage over shrink wrap software that you purchase from a store or website With our templates, you receive the source code along with your purchase so you are able to customize and update the database as you please With shrink wrap software, you do not receive the source code when purchasing the software which means that you cannot update or customize the database as you wish In our video today, we will be working on a demo version of our database template A demo is a simple way you can view and try out our database templates so that you can determine if you would like to purchase it or not This is great for customers due to the fact that all of our sales are final Our sales are final because we give you the source code when you purchase the template And once we give you the source code there is really no way you can return the code If you would like to test out our demos for multiple days you are free to do so All you have to do is leave the database open so that the data you enter will not be wiped That is because our demos are designed so that once you close the demo all the data you have entered will be wiped from that database You have to purchase the full version if you would like to save your data that you have entered Upon downloading a demo for one of our templates, you will have to unzip the file Zipped files make it much easier to send and download large files over the Web Unzipping a file is a very simple step All you have to do is extract the file so that you have access to the uncompressed file If you do not know how or do not understand how to unzip a file check out one of our YouTube channel and watch the “How to unzip one of our files” video tutorial to learn this simple step The link to that video will be in the description of this video So now, let us get into testing out one of our templates We’re going to start off here by going to our website at microsoftaccessexpert.com Ass you can see, I have been here before On the top of our website, there is going to be a tool bar will all the various ways that you are able to contact Winning Solutions, Inc. You’re going to want to click on the sidebar button on the left side of our homepage that is labeled database templates for sale A sub list then opens up and you need to select the database templates list button to view the list of all the templates that we offer The list is broken up into categories The different categories that we currently have are Our most popular ones appointment and scheduling database calendar databases reservation and booking databases contact and communications databases task management databases equipment and maintenance tracking databases sales databases employee databases education databases small business databases and last but not least database tools and miscellaneous templates And today we’re going to be looking at our Microsoft Access Call Log Interaction Tracking Database So you’re going to want to scroll up a little until you get to the sales section, right here and select the Access Call Log/Interaction Tracking Database Go ahead and open that web page And you’re going to want to scroll down to the demonstration section And you’re going to want to download the demo that correctly corresponds to the version of Access that you have I’m going to go ahead an download this version Once that downloads, go ahead and open that, and you’re going to want to extract all that file So go ahead and extract that, once you’ve extracted that, go ahead and open that And with all of our database templates, since they do come from the Web Your computer does view it as a potential security risk, I can assure you that this database template is safe So I’m going to go ahead and open it And along with all of our database templates You also get a pop-up box that shows all the different forms and ways that you can contact us Feel free to contact us whenever you’d like, however, I’m going to go ahead and close that for now And so what this template, it would be great to do, is it’d be great for an organization that potentially has a lot of meeting and phone calls You can easily keep track of all of your social interactions with your clients with the database template So since this is a demo, there is some test data already implemented into it So for example the employees list, we’ve already put some test employees, test locations, and all that kind of stuff So let’s go ahead and add an interaction entry So our employee, let’s just use a test one Person 1 Interaction type, we’ll say meeting Location, Location 2 We’re just going to leave the contact person blank Date, we’ll put, let’s put today Need a follow up, we’ll just leave that blank, we don’t need a follow up We’ll go ahead and put test in here for some test notes And you can select a custom color, just you know give it a little color, we’ll go ahead and select green, select OK Makes it a little more colorful, so go ahead and save and close that And so now if I were to go ahead and search interactions I’m just going to search by the location so I put Location 3 for that one, go ahead and run that search I think I put location 1 actually, go ahead and run that search Okay, well apparently I put Location 2 And it pops up with that interaction that I had just created Person 1, Location 2, a meeting, follow up date actually the interaction date was today So that’s pretty nifty and I’m going to go ahead and close that, do another example Let’s do an example of we’ll add a contact, why not So, a contact name, let’s do Dr. Blake Bundy I am not a I, II, III, Jr. or Sr. so I’m going to leave that blank Company we’ll just go ahead and do Winning Solutions, Inc., looks like someone has already used that one Job title, I’ll put my job title, I’ll put IT consultant Email, we’ll just do a test email, [email protected] As you can see, you can fill out a lot of information So let’s say I have an assistant, I can fill in an assistant’s phone number You can put the address of the company, you can even put a picture in So it’s pretty handy and it’s pretty detailed You can even put notes, all the lists of interactions that you’ve had It’s a pretty heavy duty database Go ahead and close that So I’m just going to thank you guys for taking the time to watch this Winning Solutions, Inc. template walk-through I hope you guys enjoyed the video If you did, please feel free to give us a like or subscribe to our YouTube channel for tons of other walk-throughs or tutorials If you have any questions about the demonstration or this video go ahead and put them in the comments section and we will get back to you as soon as possible Also, feel free to contact us for any of your IT needs whether it be programming needed, you need to buy a template, or anything else Contact us whenever you’d like I’m going to go ahead and post our contact information in the description below Also, you can find us on about an social media website Feel free to follow us or like us on any of those platform, we post very frequently so it’s a good follow or like Once again, thank you guys for taking the time to watch this Microsoft Access Expert template walk-through and have a nice day

Danny Hutson

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