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Matthew R White

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About Matthew R White

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  • Birthday 04/08/1986

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  • Location
    Corona, Ca

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  1. I'm not sure how to explain this properly but I will try. I have 2 tables, one main customer table and a phone log table with over 700,000 records. They are related with a customer number field. on my main customer table, I currently show the last phone log entry, date and user initials with a field in the main customer table called (last phone log name) (last phone log date) (last phone log initials) using the last function. This works perfectly but it is massively slowing down when I scroll through hundreds of records on my main customer table. Is there any way to create a new field or store this information so it isn't calculated on the fly, any thoughts?
  2. My database is hosted in the cloud with Filemaker server and I have 12 FileMaker Pro users. I need help with a 2 page pdf document that gets generated with information for each client, sending that via API to docusign, and building a Docusign link that I can send to a customer to click and complete if they choose to with Docusign.
  3. What is the best way to require a user to enter todays date or into the future within 90 days when entering a date field?
  4. Good Morning, I have a database with the master table having a field called customer number. Typically a 4 digit field. Each year the customer is with us, his file is duplicated and the new file increments with a second field called renewal number. Example the first year he is a 0 in the renewal field, the second year file he is a 1, etc. This master table has 50,000+ records in it, with some customers having been with us for over 30 years. All other tables use these 2 fields to link in to the correct customer file. I'm trying to create the ability for my employees to link different customer accounts. Like if they have multiple policies with us. They would be linked by the customer number field. Are there any articles or forum posts that can help me understand how to do this?
  5. Cable, thank you!!! That worked perfectly!! I have a super trick/hard question to go with this: Is there any way possible, to make sure this calculation field displays the date field in xx/xx/xx format? IE not the 4 digit year?
  6. I am looking for some help in trying to help calculate the difference. I have 3 time summary fields that summarize hours worked in a sub summary. IE Regular hours worked 36:08:00 and overtime worked 4:00:00 I tried creating a calculation field to add these together but I just get a huge number and no actually an hours breakout. Any thoughts would be greatly appreciated. Thank you!
  7. I'm using the following function to pull text from a text field. The text is about 30-40 lines long. How do I text parse until the end of the text? I tried using "" as the end suffix but I am now returning nothing. Thank you Let ( [ Textfield = BWIA2 FMP11 2::Web Quote Entry Hangar ; prefix = "comments:" ; suffix = "" ; start = Position ( Textfield ; prefix ; 1 ; 1 ) + Length ( prefix ) ; end = Position ( Textfield ; suffix ; start ; 1 ) ] ; Middle ( Textfield ; start ; end - start ) )
  8. Hi All, I have a main table and a secondary table called users. They share a field called Producer number. Within the main table, which contains thousands of customer files, each customer has an assigned producer number. Within the users table, all of our producers (9) have individual records and are numbered 1-9. I'm looking to create a script for our new business website leads that when a new quote request email comes in, filemaker can sequentially assign web quotes based on the day. So, for example, the first quote request would go to producer 1, the script would then check how many quote requests each producer has received for the day and distribute evenly, making sure each producer gets an even number of quote requests each day. The reason for the script to search and make sure the numbers assigned are equal, is because we can have up to 3 users entering web quotes at the same time. So as the quotes are entered, the total assigned needs to be searched and updated/checked and compared in real time. I'm thinking some kind of loop script is the best way to accomplish this, any tips or ideas as to the best way to get this done? I guess I can create a loop that goes to each user in the user layout, checks how many have been assigned to that user, then sorts by least assigned for the day and sets that producer number as who the quote request goes to. Thank you!
  9. I have a table called Premiums and the initial premium is always the first created record in this table. Throughout the year more records are added to this table as premium is subtracted or added. I’m looking to summarize the initial premium in the first row for all my records to show total initial premiums Does this make more sense?
  10. Is there a way to calculate only the first row of a table? thank you in advance
  11. I'm not sure which section this goes under. I need help integrating RC2FM with my filemaker database. I'm looking to hire a developer. Any recommendations? Thank you!
  12. I have a table with over 100,000 records and I'm trying to show the top 5 accounts by premium for each month in a portal. One way of doing this is to create a portal and then filter the portals by premium size (so I get the top 5 at the top of the portal) and then filter or show only the top 5 records I'm just worried that with the amount of data, every time this portal loads it will take significant calculations. Is there a better way to store this or create another table to keep the usability quick for my users? Thank you in advance
  13. I have a table with a field that's called Premium and another field that summarizes the premium field. In the premium field we have premium amounts and negative premium amounts. Is there a way to create a calculation field that only counts the positives?
  14. Hi everyone, thank you in advance for your help and support! I have a field called Total Premium and over 10,000 customer records in my database. I use a card layout as a "Dashboard/Summary" to show sales and other data for the month. Currently my script is as follows, new layout/card, enter find mode, find records with dates for this month. perform find. At this point for about 12-15 seconds filemaker is spinning in the background summarizing the Summary:Total Premium Field and then the data is displayed perfectly. Is there a better/quick way to calculate and store this data on the fly, perhaps on the server or in a table that makes this summary screen faster to load? Also, does anyone know of an article or post that's dedicated to what slows databases down and how to optimize your database? I am opening up a branch office in Alaska next year and if loading this dashboard takes 12-15 seconds while connected on wifi to the server, it will take many minutes logging in remotely from my team in Alaska Thank you!
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