Not a new business. It's just a big part of my LTCI business. I was not very clear in the first post about what I wanted. I am just trying to make my current business less time consuming. I have around 400 clients right now and I get a few more each week. Mainly I need a database that I can store all of their information and also dates. When I first meet with a client I need to mail them 6 letters over the next month or two. Then its on a semi-annual basis depending on the month I saw them. I guess there are 2 things of main importance to me. I really want to be able to access a client database easily which Access seems to be great at. Then I want the dates in the database to come up on a calendar automatically so I don't have to continually search through the database to know who I have to mail each letter to. I don't know if that's a job for Access or for Mail Merge like Dean was saying.
__________________
"A power nap is when you sleep on someone who is weaker than you." - Dimitri Martin
|