I'm setting up a brand new database as a lot of the work we do is on multiple spreadsheets and a lot of the data is duplicated. I have a lot of knowledge with Excel, however, I feel that Access would much better suit the needs of the business and data management.
A large role for many in the business is to send emails/follow-up emails based on criteria, however, we use several services to do this and I need a new method of tracking people/businesses who have 'Opted-out' of email updates, we can export the people who opted out from the different applications and put into a spreadsheet.
I had a little play around with relationships to see if this would work, however, kept getting error along the lines of 'invalid for field type' and although I could do this with a simple countif function in Excel I was wondering if it's possible in Access without VBA.
One of the fields we have for our sponsors/delegates table is email address. I want to know if it is possible to create a new form & table or something to do the following:
User loads form, clicks a button and selects spreadsheet with emails in Column A
Data from column A is then imported into a blacklist table
Access removes duplicates and adds the rest to a blacklist table
Access updates sponsor/delegate table field 'opt-out' to yes for any email addresses added to the blacklist table
Edit: Here are 2 screenshots of the separate tables
What I need Access to do is basically tick the box 'opt-out' automatically for all records where the email matches to one in the blacklist