macbot3000

Greetings, What's the best way to bring up a related record in another file? I'm building a CRM project. When a new call comes in, the user determines who the caller is and his/her contact info is inserted into a new record in the Activity file via a lookup. I'd like to provide a scripted button that takes them to the caller's record in the Customers file to make any changes (address etc.) They would of course then have to click a button to relookup the caller's info. What sort of script can I use to bring up the related record in the other file? Thanks, Mark

Thanks Mike. That should work. I'm feeling pretty dense on the concept of globals though. I understand what a global field is (always the same value regardless of record), but can't figure out how I can make it work for finding matching records. Thanks again for your help. Mark

Greetings all. I've been poking around the forums for a while, and haven't seen anything like this. I'm new to Filemaker, hope this isn't a dumb question. Let me know if this has been talked about elsewhere here. I'm building a simple call tracking database, to keep track of the phone calls our customer service folks receive. So far it's set up with a database of customer info (name, address, phone, etc) a database of call activity (name, phone#, product used, problem, resolution, etc.) and a product database. The relationship between activity and customer is done through phone#. If the entered phone number is in the customer database, the relationship fills in the customer name and email address. A portal is also then filled with past activity that matches the phone#. If not it creates a new record in the customer database. I'd like to have the relationship work for any one of the three (phone, email, name). That is, if the email is entered, it fills in the phone and name, or if name is entered, the email and phone are completed. Thanks much, Mark