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CyberJ

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Everything posted by CyberJ

  1. How do I get my database to add a new line automatically when entering information in a record. What I'm trying to do is add a new line like the Time Billing database that comes with FM 7.0. I want to enter information like date and notes about a client and as soon as those fields have information in them, a new line below it is created for a new entry. I have tried to have a look at the Time Billing database but cant make much from it besides that they are using a portal, is this reqired for what I am trying to do? What would be the way to make this work?
  2. Just want to get clear that I am new to Filemaker Pro. I have developed a database similar to a CRM application, one of the problems that I am having is that I want to be notified when a lead is due for contact. I have the database setup to use the following fields: Contact Date = Last contact when lead Contact Days = Dates for leads next contact Contact Status = Due or OK If the current date is 24/01/05 and the lead was contacted on the 10/01/05 and the contact days were set to 5, the contact status was be equal to Due. Contact Status has the following calculation value, If((Get ( CurrentDate )> ld_Last Contact Date+ld_Contact Days);"Due";"OK") The value works fine of the contact days are manually changed, but it is not checking automatically! What do I have to do to get this working correctly? Thanks for any help.
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