|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/create-and-manage-a-contact-database-in-microsoft-access/
课程评论：没有评论
课程名称：在Microsoft Access中创建和管理联系数据库 课程概述： 本课程旨在帮助学员有效地使用Microsoft Access创建一个高效的客户联系管理数据库。该数据库工具能够存储及组织客户、供应商等联系信息，并记录与这些联系相关的互动、任务、预约和事件。课程的主要目标包括： - 建立一个中心化的、可搜索的联系信息存储库，方便多个用户或设备访问。 - 设计一个用户友好且可定制的界面，允许查看、编辑、添加、删除或根据不同标准筛选联系信息。 - 生成报告、查询、表单或图表，用于汇总或分析联系数据，以支持市场营销、销售、客户服务和沟通等不同目的。 - 将联系管理数据库与其他应用程序或系统（如电子邮件、日历、电话或网络服务）集成，以增强数据库的功能和可用性。 - 通过实施备份、恢复、加密、身份验证或验证程序，确保联系数据的安全性、可靠性和完整性。 课程内容为基础级Microsoft Access教程，学员将按照如下九个步骤创建简单的联系管理数据库： 步骤1：设计和格式化表格，建立表之间的关系（如一对多），设置查找列表和数据类型。 步骤2：设计表单，包括子表单和选项卡表单，重新排列字段并添加查找字段。 步骤3：了解销售漏斗，使用图表，插入图表到报告中并格式化图表。 步骤4：创建发票，生成包含计算、分组及汇总总计的报告。 步骤5：创建客户对账单报告，基于参数查询生成报告，并按客户运行。 步骤6：创建销售报告，根据客户生成销售汇总。 步骤7：使用宏自动化流程，设置宏与按钮连接，而不是使用向导，宏用于导出数据和关闭对象。 步骤8：创建和修改导航窗格，用户可以创建类别并在导航窗格中添加组，每个Access对象均是某一组的一部分，组可收缩。 步骤9：基于更新查询和查找框创建更新表单，报告从更新表单生成，基于后台运行的查询结果。 每个步骤都有练习文件和操作练习，拥有Microsoft Access的学员在课程结束时应能够构建出一个CRM数据库。
A contact management database is a tool that helps you store and organize information about your customers, clients, suppliers, or other contacts. It can also help you track interactions, tasks, appointments, and events related to your contacts. A contact management database in Microsoft Access can have the following objectives:- To create a centralized and searchable repository of contact information that can be accessed by multiple users or devices.- To design a user-friendly and customizable interface that allows you to view, edit, add, delete, or filter contacts based on various criteria.- To generate reports, queries, forms, or charts that summarize or analyze the contact data for different purposes, such as marketing, sales, customer service, or communication.- To integrate the contact management database with other applications or systems, such as email, calendar, phone, or web services, that can enhance the functionality and usability of the database.- To ensure the security, reliability, and integrity of the contact data by implementing backup, recovery, encryption, authentication, or validation procedures.This is a Microsoft Access tutorial set at a basic level. How to create a simple Contact management database in Microsoft Access in nine the steps, The steps are as follows:Step 1 Tables design and formatting, relationships, one to many, lookup lists and data typesStep 2 Forms and form design - sub forms - tab forms - re-position fields add lookup fieldsStep 3 Sales funnels, using charts, inserting a chart in a report, formatting a chartStep 4 How to create an invoice, create a report with calculations, grouping and summary totalsStep 5 How to create a customer statement report. Base a report on a parameter query and run per customer.Step 6 How to create a sales report. Create sales reports based on customersStep 7 How to use macros to automate processes. Use Macros to attach to buttons rather than using the wizard. Macros are used to export data, close objectsStep 8 How to create a navigation pane and amend it. Navigation pane are pre-set, but new panes help organise database objects. Users can create Categories and add groups to the navigation pane. Each Access object forms part of a group, whichever group is selected. The groups are collapsible.Step 9 How to create an update form, based on an update query and lookup boxes. Reports run from an update from based on the result of the query running behind the scenes.Accompanying each step is a practise file to use and an exercise to complete. Students with a copy of Microsoft Access should be able to build a CRM database by the end of the course.
