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How do I separate my customer list into 3 separate companies?

Discussion in 'Information Technology' started by hubgrinding, Nov 14, 2005.

  1. hubgrinding

    hubgrinding
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    Guest

    My dad and brother have the family business's customer lists broken down, one
    list under the category "Brian" and one list of customers for "Ken." I have
    purchased about 100 of my dad's (Ken's) customers. We'd like to separate
    those 100 from the rest of my dad's customers, and put them in a category for
    me, called "Glenn."
     
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  3. Tom Wickerath

    Tom Wickerath
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    Guest

    Hi Glenn,

    Are you using Microsoft Access, which is the topic of this newsgroup? If
    so, the next question is do you want to keep all customer information for
    yourself, Brian and Ken in one database? Of are you looking to split
    existing information from your Dad's database into a new one for yourself?

    If you are not using Microsoft Access, then you've posted to the wrong group.


    Tom

    http://www.access.qbuilt.com/html/expert_contributors.html
    __________________________________________

    "hubgrinding" wrote:

    My dad and brother have the family business's customer lists broken down, one
    list under the category "Brian" and one list of customers for "Ken." I have
    purchased about 100 of my dad's (Ken's) customers. We'd like to separate
    those 100 from the rest of my dad's customers, and put them in a category for
    me, called "Glenn."
     
  4. hubgrinding

    hubgrinding
    Expand Collapse
    Guest

    Tom,

    We are using Access. Your last question hit it: We're looking to split
    existing information from my Dad's database into a separate one for me. Is it
    possible to have all the information for me, Brian and my Dad in one
    "database," yet separated under different categories? Either way, the goal is
    to separate existing information for me. I hope that's enough information,
    but if not let me know... Thanks for your help.

    Glenn

    "Tom Wickerath" wrote:

    > Hi Glenn,
    >
    > Are you using Microsoft Access, which is the topic of this newsgroup? If
    > so, the next question is do you want to keep all customer information for
    > yourself, Brian and Ken in one database? Of are you looking to split
    > existing information from your Dad's database into a new one for yourself?
    >
    > If you are not using Microsoft Access, then you've posted to the wrong group.
    >
    >
    > Tom
    >
    > http://www.access.qbuilt.com/html/expert_contributors.html
    > __________________________________________
    >
    > "hubgrinding" wrote:
    >
    > My dad and brother have the family business's customer lists broken down, one
    > list under the category "Brian" and one list of customers for "Ken." I have
    > purchased about 100 of my dad's (Ken's) customers. We'd like to separate
    > those 100 from the rest of my dad's customers, and put them in a category for
    > me, called "Glenn."
    >
     
  5. Tom Wickerath

    Tom Wickerath
    Expand Collapse
    Guest

    Hi Glenn,

    > Is it possible to have all the information for me, Brian and my Dad in
    > one "database," yet separated under different categories?


    Sure. Just add a field to the customers table where you indicate who the
    record belongs to. You might also want to create a new table with three
    records:

    tblCustAccounts
    pkCustID (autonumber primary key)
    AccountRep

    where AccountRep is Glenn, Brian and Ken.

    Add a new foreign key field to your customers table:

    fkCustID (long integer)

    This field will be populated with the corresponding value from pkCustID, for
    example, 1, 2 or 3.

    Whether or not you want to maintain the customer information in one
    database, or in separate databases, depends on your situation. Maintaining it
    in one database is fine as long as you're not going to attempt to access the
    data by using a WAN (wide area network) connection. So, if you wanted to use
    the database in your own home, and you don't live at the same residence, then
    you'll likely want to split it into separate databases. Alternatives would
    include setting up database replication or using Terminal Server, but both of
    these alternatives would likely be overkill for your situation.

    Is there some characteristic about your existing customer data that you can
    use to filter it, so that you will only see the 100 customers that you
    purchased? For example, does one or more zip codes cover these 100 customers?
    If so, you can use this distinguishing characteristic as the criteria for a
    select query. Once you have a select query that is returning the desired
    records, you can convert it in query design into a make table query. After
    making the new table you can move it to a new database for yourself.

    If you will be storing all data in one database, then you will want to use
    the idea of the new field to distinguish each person's customers. You don't
    want to maintain three separate tables of customer information in the same
    database.

    I hope this makes sense.


    Tom

    http://www.access.qbuilt.com/html/expert_contributors.html
    __________________________________________

    "hubgrinding" wrote:

    Tom,

    We are using Access. Your last question hit it: We're looking to split
    existing information from my Dad's database into a separate one for me. Is it
    possible to have all the information for me, Brian and my Dad in one
    "database," yet separated under different categories? Either way, the goal is
    to separate existing information for me. I hope that's enough information,
    but if not let me know... Thanks for your help.

    Glenn
    __________________________________________

    "Tom Wickerath" wrote:

    Hi Glenn,

    Are you using Microsoft Access, which is the topic of this newsgroup? If
    so, the next question is do you want to keep all customer information for
    yourself, Brian and Ken in one database? Of are you looking to split
    existing information from your Dad's database into a new one for yourself?

    If you are not using Microsoft Access, then you've posted to the wrong group.


    Tom

    http://www.access.qbuilt.com/html/expert_contributors.html
    __________________________________________

    "hubgrinding" wrote:

    My dad and brother have the family business's customer lists broken down, one
    list under the category "Brian" and one list of customers for "Ken." I have
    purchased about 100 of my dad's (Ken's) customers. We'd like to separate
    those 100 from the rest of my dad's customers, and put them in a category for
    me, called "Glenn."
     

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