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Thread: Need some help with free desktop customer service template from MS

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  1. #1
    crombiecrunch is offline Registered User
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    Need some help with free desktop customer service template from MS

    Hello all

    I am looking for some help on adding a couple of fields to the free MS desktop customer service template. I tried to do it myself but know very little about access and couldnt make it work.

    The KB field can be removed and replaced by 'Order Number' and then I need another field 'PO Number'


    Also I have a question this will be used in a small call center with about 20 employees. Ive read that is should be made in to a "backend" and "frontend" is it possible to do this? And is there anyone willing to help out?

  2. #2
    alansidman's Avatar
    alansidman is offline Contributing User
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    Perhaps you should look at this tutorial to get a better idea on building and amending databases.

    Access Basics

    To add a new field to your table, open your table in design view. In a new row, give your field a name and a data type. Save the table.
    Alan Sidman
    Office 2010, 2007, 2002

    If I helped you, then click "give rep" button in the lower left corner.

  3. #3
    crombiecrunch is offline Registered User
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    I have honestly tried, I just can not wrap my head around access.

    Side note, what part of lake county? I used to live in Ingleside.

  4. #4
    alansidman's Avatar
    alansidman is offline Contributing User
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    Lake Bluff.

    You may want to upload your db for analysis and instruction on how to do what you want.

  5. #5
    crombiecrunch is offline Registered User
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    http://www.filedropper.com/desktopcustomerservice21

    I didnt see anyway to attach it to this post so here is a download link. When you click on new and the case details box popsup where KB is I need that to be Order Number field. Undernieth Order Number a new field called PO Number.
    Resolved Date to be moved to undernieth Due Date field.

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