scrumpto

Newbies
  • Content count

    8
  • Joined

  • Last visited

Community Reputation

0 Neutral

About scrumpto

  • Rank
    member
  • Birthday

Profile Information

  • Gender

FIleMaker Profile

  • Profile Updated
    12/05/2016
  • FM Application
    15 Advanced
  • Platform
    Mac OS X El Capitan
  • Skill Level
    Intermediate
  • Membership
    TechNet
  • Title
    CEO
  • Industry
    Hospitality
  1. Hi Steve, There's only one company per contact so I want all notes in one table. Here's what I'm trying to achieve: Add one more table for clarification called "staff" where one staff member has many companies. A client rep (staff) goes into the database and makes a note about one of our clients (a company). The note is record in the notes table and has the staff members name in a field and is linked to the companies table. They then go into the contacts of that company and make a note about one of the contacts. I want to be able to go into the record of a company and see all notes about that company whether they are about the company itself or about any of the contacts of that company. Each should contain the name of the staff member who created the note. Does that make more sense? I know there's an easy solution to this and just want to make sure I set it up correctly. Thanks!
  2. I'm unsure where exactly to post this so I'll try it here. If there's a better place please move this but it seems to be the correct category. I'm looking to setup hosting for a 15 member team who will be primarily accessing the database via WebDirect. However, I'd like to connect the solution to MySQL and open up parts of the database to 50 other users via Custom Web Publishing (php). I'd appreciate any feedback on hosting companies who can handle some or all of the following: licensing, WebDirect, Custom Web Publishing and ODBC. I looked into FileMaker Cloud but it doesn't seem to be able to handle CWP. Someone mentioned today that you can go with AWS apart from Cloud and I'd love to hear feedback on that as well. Anything you guys can share on good and less than desirable solutions would be most appreciated. Feel free to recommend your own company or PM me and tell me why I'll like working with you. Thanks!
  3. Ah ha, that's how I did it back then as I did have a FD Subscription and server. Thanks for the great answer Wim! I didn't know you could host FM Server on AWS apart from cloud but then again, I've always found AWS overly complicated. I'll start searching Google for more info on AWS and FM but if anyone knows of some great articles please post as I'm sure others would benefit as well. Thanks again Wim!
  4. I'm having trouble understanding how to set up these relationships. I have the following tables: Companies, contacts, notes. There can be many contacts for one company. There can be many notes for each contact. There can be many notes for each company. When I pull up a company record I need to see all the notes for that company including those which are for all contacts from that company. So even though a note is attached to a contacts record it should also automatically be attached to the company that contact belongs to as well. What's the best way to set that up? Thanks!
  5. I'm an old developer from way back and am setting up a solution for my company. However, if there's a suitable solution out there that I could modify (free or paid) then that beats reinventing the wheel. Here's the features I'm looking for and I can obviously add any that the solution doesn't contain as long as it's fully editable. Companies, contacts, projects, tasks, invoices, payments, notes, links (assets), json import, etc. It needs to be optimized for WebDirect. Feel free to recommend your own solutions with an included link on where to read more about them and/or download a trial. Thanks!
  6. I have a vague memory that back in the day you could test IWP and/or WebDirect locally without needing server or a hosting environment. Can you do this now or do you need both server and a hosting account and I'm just playing around with it to see if it will work for my purposes?
  7. Sorry this is so long -- I'm having a difficult time explaining what I need without some background. What I need: A app which stores client data and makes it available to a team of distributed web users. A place to host the database so that it's available on the internet. User-level access so that when a staff member leaves we can lock them out. Questions: Do you know of an app which would work or do we need to create a custom solution? If not, is FMPro the right platform for us to be developing this solution on? If FMPro, do you know of a good developer to handle work like this and would you mind sharing their info with me? Also if FMPro, where should we host the db where we'll have great support? Background: I was a FM developer from around 1986 - 1996 but switched over to fully relational databases around the time of the release of version 4 of FMPro. As my company grew I gave up db development to focus on my true love which is marketing. I run an online web design and marketing company for the lodging industry. Over the last twenty years, I have struggled to find an app which my distributed team can use for keeping and looking up client data. So we use BaseCamp for client communication, Asana for internal project management and FreshBooks for billing. But I'll be darned if I can find a single app out there which will allow us to store any custom data on a client in a structured manner. So you can put all your clients' name and address info into FreshBooks but you can't put a link to their TripAdvisor listing anywhere but in the notes field. Same problem for BaseCamp and Asana -- they just don't think that you might need any more info on your client than their name and then everything goes in a notes field. With this in mind, I need an app where we can store lots of structured data. A client rep should be able to easily click on a link to their blog (without having to remember the url), a link to their TripAdvisor listing, etc. They should have a place to make notes about these entries. See where I'm going? I honestly cannot believe that out of all the systems out there nobody has ever thought to create the ability to have custom searchable fields but after years of searching none of the major apps do. Any feedback you can provide to this old developer would be much appreciated!