Example : Creating a CRM

Follow Sam through several videos showing the first steps in creating a CRM

Here are the three linked databases that we will need to create our CRM :

Companies : the companies that are prospects or clients of the CRM.

Contacts : professionals in contact with the company

Projects : business under discussion, completed or in progress

.................................................. First steps N°1 ..................................................

In this first video we are going to create the COMPANIES table and all its necessary fields: status (client, prospect), address, CP, city, origin (web, show, call), contact (link with the CONTACTS table), project (link with the PROJECTS table), website.  

.................................................. First steps N°2 ..................................................

In this video we will see how to make the link between the COMPANIES table and the CONTACTS table: 

.................................................. First steps N°3 ..................................................

In this video we will see how to view the data in Form mode and how to use the links between our tables to quickly add new entries:  

.................................................. First steps N°4 ..................................................

In this video we will link the PROJECTS table with the COMPANIES table, the latter being already linked with the CONTACTS table :