New to LibreOffice Base (and all the tools). I’ve used Access in the past (like 20 yrs ago) so i’m reaching out for a bit of help.
My task, set up a database that keeps all our customer information and allows us to track our customer interactions. This will be a key tool to 1 - house all our customer info for use when needed and 2 - to see which customers have not been contacted recently (or had an interaction) so we can reach out to them to make sure all is well.
I know I need at least 2 tables, one for customers and one for interactions. I’m thinking through the relationships and know that there will be zero or multiple interactions per customer with one customer for each interaction. This tells me Customers is my primary table with Interactions being a secondary table (am I correct?) With relationships I believe I can add fields from my customers table and link them to fields in the interaction table. I’m not quite sure how to make sure that the info for all 5 fields copies correctly, do I need to use the customer primary key field and just update that one so the rest update accordingly or is there another way? Also when I have all my data updated and have been adding interactions as they happen, is there a report that will show all of my customers (with or without interactions) so I can quickly see who has not had contact in the last 3 months? Will this report (or view) be able to show data from both the customer and interaction tables or do I need all the info I want to see in one table?
I’ll start there and see where this goes. Thanks for your help, please remember all this database stuff is going to be fairly new to me as is this tool.