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.