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In Access 2010 Essential Training, Alicia Katz Pollock gives a comprehensive overview of creating databases in Access 2010, whether using predefined database templates or building from scratch. This course covers each step of constructing and modifying databases for custom purposes, as well as working with tables, forms, queries, macros, and reports and charts for record keeping and analysis. Exercise files are included with the course.
If you'd like to have your customers fill in their own information for your database, you can send them an interactive e-mail that will automatically update the records. It doesn't matter what kind of e-mail program they have. For example, let's say we want all of our Sales reps to verify that we have the correct contact info for them. Click once on the SalesReps table. Go to the External Data tab and on the far right, click on Create E-mail. There is a set of instructions. Click Next. Specify if you want normal HTML formatting, or InfoPath. We want HTML.
Click Next. Choose if you want them to create new records for your database or update already existing information. We want to update their data. Click Next. Now you can choose what field do you want them to verify. We will move them all over but then move back, Flag. If you want them to see labels other than your actual field names, you can modify them here. I'll change Email to Email Address and click Next. We want to Automatically process the replies and add data to the SalesReps table, so make sure you have a check mark here, and then we do want to check Only allow updates to existing data, so that new records don't get created. Click Next.
Select which field in your table contains the Email addresses, and click Next, and here you can edit the subject line in the body of the message accordingly. Click Next, and then click Next again. In the last screen, you can specify which people get sent the e-mail. You don't need to send it to everybody. You can turn off this check mark here, and then just find the one that you want and put a check mark in front of them, and click Send.
Now, when we look out it in Outlook, I have a new Email, Update your Employee Information. I will click Reply, and when I scroll down, I can edit any of these fields. Let's edit the address and put in an apartment number. I can see it in blue. Check the rest of my fields, and click Send. I even have an Access data collection repository here where I can see the status of all of my different messages. Back in Access, I have a section right here for Manage Replies, and you can use this window to manage your data.
We will close it and open up our SalesReps table, and when we look at Raul's record, here's his apartment number already updated for us. Access's Email automation is a great timesaver to make sure your records are up-to-date, or to collect information automatically instead of having to enter it all manually.
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