Here is a request from one of my clients and I have not tried this yet! I have also not told them whether or not this is possible:

The client has a call tracking database in Access 2007 (MDB format) which has roughly 80000 calls entered.
There are several related tables
There are queries which are attached to buttons on a Switchboard

This is what the client is looking for:

Each internal Account Rep (AR) contacts their customers, initially and then at regular intervals, to follow up
Each AR has roughly 30 - 40 clients at any given time
In the AR table, inside the call tracking DB are email addresses for each AR
There is a Query which has an original contact and sale close dates for each client contact and sale
There is currently no automated system for a reminder to be sent to the Account Rep to contact their clients at 30, 60, and 90 days past the original sales date

Is it possible to create a Macro which will:
1. Run when the DB is open
2. Send an email reminder or task to the AR notifying them that it is time to contact the client again (They use MS Outlook 2010, Exchange 2010)
a. The email would need to have the client name and contact information in it (this is also in the DB)
3. Mark a separate field complete so that the next time the DB is opened another email is not sent again to the same AR regarding the same client

Does this need to be done using a combination of Queries and Macros?

I am in need of quite a bit of guidance on this one! Any help you would be able to offer would be greatly appreciated.

Thanks in advance!

Vince

Just had a thought....

Another reason for using a Date field instead of Yes/No is record keeping. Users are human too. Sometimes an email gets lost in the shuffle.

Whatever the reason, sometimes users just can't find the email. By simply looking at the Date field, you can tell them to check their email archives for XXX day.

If they have it, everything is working fine. If they don't, then you may have some troubleshooting to do. But it makes things a lot easier if you start by telling them what day it was sent, rather than just saying "it was sent".