MA UST Access Database
Using an Access database as a CRM to create a query, form and report
for use in a sales initiative
Create cold call list for the Sales Team.
Run query to combine information from 3 separate tables:
• Facilities Table: Facility name, address, phone, contact
name, contact address and contact phone number.
• Owners Table: Owner name, address and phone number.
• Tanks Table: Status – for this project we need only the tanks that
are in use or temporarily out of use.
Design view of Query
Criteria used to display
facilities with tanks in
use or temporarily out of
Create form to display comprehensive facility data for each site and allow input of
sales activity by sales staff.
Create Form, tabbed form and Subform
Create standardized form to be used by sales staff to record all contact with potential customers.
Organize form to show multiple points of pertinent data in a concise, easy to read format.
Form must allow for transparency of sales activity to allow for effective reporting on sales initiative.
The form organizes information based on a specific site. As more
information is gathered, additional tabs can be added without cluttering the