With Access Ribbon functionnalities and a new email manager with a followup window
on the main form !
You also get the image manager enabling you to link images to a customer. The
images are stored outside the database in an "images" folder. The "images" folder is in the same location as the
backend database (TemplateData.accdb)
What do you get ?
The product you get is a Customer Management Microsoft Access Database Template
with a pdf documentation.
You can start a project with this MS Access CRM template and use it as it is or
you can modify it to suit your needs. You could also import the desired objects into your project to perform what
you need. The code is commented and you can easily follow the data flow. You will save a lot of time plus it’s a
great way to learn different techniques regarding Microsoft Access queries, forms, reports and vba programming. You
have access to all the source codes. It’s yours to use in your project. Plus you get a 1 year's worth of free
upgrades when improvements and/or corrections are made to the software.
Fully customizable to add your own fields, reports, forms, macros, or
clients (with billing address, delivery address, contacts, tasks(with a task
summary on the main panel, notes)
products (with minimum and maximum quantity, quantity in stoc)
inventory (with barcode management)
invoices (with discount field, delivery fees field, two tax
purchase orders (with quantity ordered and delivered)
mass mailings (SMTP direct )
new dashboard to monitor your business
images manager (stored outside the database)
and much more ...
List of features:
Built in Backup and compact utility
Geocode your customer addresses and display them on google
Work with a window displaying your invoices for the day.
Print or preview invoices or Packing slip.
Manage invoice payments.
Display users who are logged in to your backend database.
Optionally disconnect them remotely.
Link manager for your connection to your backend. Easily change your link to
a different backend database.
Manage reminders to contact your customers on a specified
Security system with login and password.
Export data to Excel.
Products with selling price scale and min/max quantity
Attached external documents to your product for specifications or anything
Barcode manager for your product.
Email/letter management. Built an email list. Send personalized emails and
Visual Dashboard to monitor your key business indicators. You can dig in to
display more details
Manage any images that you want to link to a customer.
You will learn:
How to use a scheduler in the form of a calendar
How to use gauges and graphics to display your key data
How to design a security system (With a login and password form)
How to use a calendar
How to create a rolodex manager for customers or anything you
How to send emails from access (SMTP direct)
How to create a startup form
How to manage a To Do list
How to manage reports and labels
How to use a combo-box, a list-box, a switch box
and much more ...
Here's a few screenshots. Click on an image to enlarge ...