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How to Make a Client Database

Creating a simple, lightweight client database is possible when using Microsoft Access. MS Access is sometimes bundled with Microsoft Office, but is also sold separately. Once you set up the database, you can enter all your client's essential information and contact details. You will want to include basic fields in the database table, but consider adding other important fields necessary for your project, industry or line of business.

Microsoft Access

Instructions

- 1
  Open Microsoft Access.
- 2
  Click the "New File" icon. You can also select "File" from the top navigation bar and then click "New File."
- 3
  Select the "Templates On My Computer" option. From the "Databases" tab, click the "Contact Management" template.
- 4
  Choose and define the different elements during the "Contact Management" database wizard. By default, there are three predefined fields: contact information, call information and contact types. Edit these as you deem necessary for your project and business needs. You can also add new fields during the setup process or later on.
- 5
  Name your client database on the final state of the wizard setup. For example, type "Contacts" or "Clients," then click the "Finish" button.
- 6
  Enter your client's information in the database fields.

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