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Simon UK

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  • Content count

    37
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About Simon UK

  • Rank
    Intermediate ... ish
  • Birthday 11/12/1966

Profile Information

  • Title
    Mr
  • Industry
    Accounting
  • Gender
    Male
  • Location
    Hertford - UK

Contact Methods

  • Website URL
    http://www.effectiveaccountants.co.uk

FileMaker Experience

  • Skill Level
    Intermediate
  • FM Application
    15 Advanced

Platform Environment

  • OS Platform
    Mac
  • OS Version
    Sierra, plus some Win 10

Recent Profile Visitors

1,877 profile views
  1. Hi, Probably a junior error so apologies in advance but I cannot get my clients DB to connect to their Office 365 SMTP relay. Hostname: smtp.office365.com:587 StartTLS=1 Username = username Password = password Username and password are those for the login to Outlook Office 365, I assumed these would be correct? But I'm getting "authentication failed, please check authentication info" Log attached, any ideas???? Best regards and thank you, Simon 360Plugins_FMAdvanced.log UPDATE: This has now been resolved however I'm getting an error 'Exception Reading Response' ...
  2. Simon UK

    Prospects v Customers

    Hi, That's been really helpful in clarifying my thinking, thank you both. Simon
  3. Simon UK

    Prospects v Customers

    Hi ggt667, That has got me thinking! I've set the 'Company' table as the main focus and have related tables for Contacts, Addresses etc with the ability for the user to choose the main Contact, main Address etc. Whilst the client is talking to a Contact the main focus is doing business with the Company as contacts come and go. I thought that it would be better to associate all work done, jobs, invoices etc with the Company primarily rather than the Contact? Do you believe I should re-think this? Simon
  4. Hi, I'm developing for a service company that has a telesales and a field sales team. They then have a service team that visits customers and services products on site. Question: Both prospects and customers are currently in a table called 'companies' and have a simple flag (dropdown list) to indicate the difference. Challenge is that the table has grown to 124 fields with some of the fields only relevant to either Prospects or Customers. Remarkably I have never needed to create 1:1 relationships in such a scenario but I'm thinking of doing so. Would it be advisable? I'm thinking specifically it may lead to performance improvements on list layouts with some 20,000 prospect records being loaded? Also having not used this technique before is there a way of having the related 1:1 records in the separated tables auto create when I create a record in the main company table? I'm thinking this might be a really stupid question but I'm quite tired and just can't see it? I look forward to your opinions. Thank you, Simon
  5. Hi, I have (at the moment) a very straightforward database. Two tables, with one table containing data for 'Time' worked on various jobs by employees. Also in this table is 'Department', 'Client Name' etc. The other table is 'Jobs'. I have created a third table called 'System' which has a single record with an ID of '1' which links to a Foreign Key in the Time TO which in turn links via a Foreign Key of 'Job Number' to the Job TO ... System>Time>Jobs. I have a layout based upon 'System' which has a portal on it that is linked to the Job TO. I then added global fields to the 'System' table and created multiple relationships between 'System' and 'Time' using equijoins and as I select combinations of 'Client Name' and 'Department' the portal is filtered. However, as I am using Equijoins I cannot leave any of the globals empty and just filter for Time based upon a 'Department'. So what I need is a multiple relationship that allows for any and all of the globals to be populated and return relevant result in the portal. And that's where my Filemaker experience just about dries up!! Any pointers would be gratefully received. Thanks in advance. Simon
  6. Hi, I'm importing a worked hours dataset from Excel every 30 minutes and need to find new Employee and Job records within the dataset. The Employees and Jobs also have unique ID's which I suppose should make it easier. I thought I could somehow compare the newly uploaded data to the Employee table using the unique ID and find those records in the new data that don't have a corresponding record in the Employee table? I thought this would be easy ... I tried a 'not equal' join between the ID field in the Employee table and new data Employee ID field and expected a list of data for Employees not in Employee table? Any thoughts? I'd be very grateful? Thanks in advance, Simon
  7. Hi, I'm looking to calculate the min value from 4 fields in a record but want to exclude zero values except where the fields are all zero values. I'm very confused and would appreciate any pointers on this. Best regards, Simon
  8. Simon UK

    Portal Headache

    You're very kind, thank you. I can now at last get some sleep, it's just coming up to 1am.
  9. Simon UK

    Portal Headache

    LaRetta, Found solution and now I feel very very stupid ! I don;t know how but some mysterious tab control found it's way onto my layout. I decided to 'select all' to make nothing was obscuring the portal and there it was, with tabs set to 0 pixels otherwise I could have spotted it. Really sorry to waste your time on this but I appreciate your efforts to help me solve this. A junior mistake I hopefully won't make again. Best regards, Simon
  10. Simon UK

    Portal Headache

    Hi LaRetta, It's only specific fields that are not showing. I've tried recreating the portal but it doesn't help. How do I add a screen shot here? Simon OK worked it out here is the screen shot ... Any ideas would be gratefully received!
  11. Simon UK

    Portal Headache

    Hi, I have a script that creates a master job and then in a related table creates 'sub jobs'. I have a table layout that shows all the records are in the sub job table with correct foreign keys for the master job table. The relationships are stated correctly and I have allowed the creation of records in the 'edit relationship' dialog. However when I view the portal in the master job layout I can see the multiple rows for the sub jobs but some of the data is not showing in the portal??? I've checked the height of the fields to ensure they are not outside of the portal, but can't think what else could be the problem. This is turning into a serious pain in the *&^* and it's kept me busy for a couple of hours now. Any ideas ... probably something simple but I can't see it!! Help ....
  12. Simon UK

    field repetition is invalid

    Again and again you provide spot on solutions .... many thanks. I spent a while looking for the same problem ... came here and you did it again. So grateful. Simon
  13. Brilliant ... was able to simplify my scripting and use Pause/Resume Get(ScriptResult) to create a far better solution. Thanks again ... Simon
  14. Hi, I have an add new record button on my database which 'forces' users to select a 'Client' and 'Client Contact' before creating a new record to ensure . The problem is that I have several scripts for this process and am convinced this cannot be the most efficient method. Script 1 opens the client window Script 2 is triggered when the user selects the client. It stores the pk_ClientID as a $$variable and then closes the 'Select Client' window and opens the 'Select Contact' window which is filtered based upon the pk_clientID which was selected in the previous step. Script 3 is triggered when the user selects the contact. It stores the pk_ContactID as $$variable and closes the 'Select Contact' window, creates the new record and 'SetField' for both the pk_ClientID and pk_ContactID and then asks using a Custom Dialog for a job description before entering this to the record also. Any ideas on making this more efficient. I have heard of pausing scripts for doing this kind of routine but not sure whether it is relevant for this? Regards, Simon
  15. Great help again. You've assisted before and your answers are always spot, thank you.

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