Client Management Using MS Access

Create a Dashboard in MS Access from which to manage my client database. Currently I use MS Office 365 with a series of files, Word, Excel PowerPoint. The Client Database Forms are already built into the Moneymap Financial Access database. The project is a create an integrated seamless process using Access. For example if I need to create a Financial Plan for a client, I would simply go to the Dashboard load the client or business name and then click on Create a Financial Plan. Similarly if I need to give a client a statement of their current Term Deposit holdings. Ditto If I need to create a Client Engagement Agreement: I would go to the Dashboard, create and print an agreement.