Are you interested in using Microsoft Access as a Customer Relationship Management database, or CRM? Luckily, you can use the database templates to help you create a CRM that fits your needs. Included on the templates are tables, queries, reports and forms that will give you a head start. Once you set up the template, all you have to do is fill in your data.
In this article, we will walk you through the steps of using Access to create a CRM database. Let’s begin!
Step 1: Download a Template
Open Microsoft Access and find the template gallery. Choose the business category and look for the customer relationship management database. This can be found within the other business templates. When you locate the template, download it.
Step 2: Review the Template
Go through the template and make sure that it fits your needs. To view the entire database, hit F11. This way, you can see all of the tables, queries, forms, reports, modules and macros.
Step 3: Make Adjustments
The neat thing about Access templates is that you can customize them to fit your needs without having to start from scratch. Modify the tables and forms and edit them to your liking. To do this, you may have to edit the field properties of the tables and forms.
Step 4: Review Relationships
Not only do you have to review the tables and forms but also the relationships between tables. These relationships should be modified to fit your needs, which many involve breaking relationships or starting new ones.
Step 5: Enter Your Data
When everything looks good, it’s time to input your data. You can do this either by entering the data into the forms or the tables. Using the tables, the information is entered automatically. The forms, on the other hand, require you to add the info manually.
Step 6: Run Queries
Many times, templates include queries. If yours does not, you can add queries using the query wizard or query design view. Queries are inquiries that help you find information within a database.
Step 7: Run Reports
The next step is to run a customized report. As with the queries, if your template does not include reports, use the report wizard or report design view. Reports give you a series of queries that can help you make data-driven decisions.
Step 8: Complete Customizations
Store your work for future access in this last step. All of your customizations will be saved.
Once Access is set up as a CRM, you can continue using it to manage business relationships and the data that goes along with them. This can be a much cheaper alternative to buying CRM software. And, if you’re already familiar with Microsoft Office, you will feel comfortable using Access.