Please note that this is a template database. A simple user login form is also included that can be implemented as the start-up form for the database. Canned reports by category and category type are also included in the database. The WSI Basic Business Accounting database offers the ability to set up employees, categories, and category types as well as the ability to input transactions into your Basic Business Accounting. This aspect allows for tight integration into your existing Microsoft Access database. This database template has the advantage of being fully 100% Microsoft Access based. The Microsoft Access Basic Business Accounting Database is a Basic Business Accounting system built completely in Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code. Keeping track of basic income and expense transactions is a critical activity in your business. Set up a rule to move email from your customer to your folder.Microsoft Access Basic Business Accounting Database | Database Template Basic Business Accounting Database/Template System Put all of your customer emails into one place so you can find them quickly, and see when you need to follow up.Ĭreate a folder for your customer in your Inbox. You'll need to have the group or individual email address to which you want to send the information. The fields you want to map between the form and the list.įinally, add an action to the flow to send an email through Outlook and Microsoft 365 to the appropriate person for follow up. The ID for the SharePoint list into which you want to put the data.
The ID for the form where you're capturing the data. Start with the Record form responses in SharePoint template and customize it. Then, Create a flow in Microsoft Power Automate to capture any responses to your form in your SharePoint list.
You can include a link to the form in an email or document or embed it in your website. Next, Create a form in Microsoft Forms to gather that customer information - use the same fields and the same data types as in your SharePoint list.
First, create a list in SharePoint to track potential customers and their basic information: name, company, phone, address, and so on.
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