When a prospect becomes a client, I need to transfer the records into
the client tables. I use a checkbox to indicate when a proposal has
been accepted. Then the prospect becomes a client, and then all
prospect records need to be moved. Each Prospect record in
tblProspects has related records in tblProspectContacts and
tblProspectNotes which need to move into tblClientContacts and
tblClientNotes respectively. Fields in Prospect tables match fields in
Client tables. Are there suggestions to how I can do this without
manually copying and pasting?

Thanks.
Maura

Instead of transferring data between tables with matching fields, why not
build a Contact table (you give it the appropriate name) which house ALL of
your contacts, whether they are Prospective contacts or bonafide clients,
then differentiate them by a Type field ... for example, a Contact record
could, at first, be a "Prospect", but after you have secured them as a
client you would simply change the Type field to "Active Client" and not
have to worry about moving records from one table to the next. Then, if they
become inactive, you could set the Type field to "Inactive" or "Loser" ...
or whatever.

Of course, there may be some compelling reason to keep the different types
of People separate. You can easily move records by using an Append Query
(build an appropriate query, then from the Query window, click Query -
Append and follow the prompts).

--
Scott McDaniel
CS Computer Software
Visual Basic - Access - Sql Server - ASP
"Maura" <maura (AT) gonomadic (DOT) net> wrote