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Claris Engage 2025 - March 25-26 Austin Texas ×

Creating found set in other file (I think......)


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Posted

I thought I could do this then found I could not! I have various linked files, one is 'Contacts' containing various individuals' details. Main file is 'Meetings' at which records will be created for each meeting with varying numbers of individuals from the 'Contacts' file attending. What I need is to be able to use a pop-up list of 'Contacts' in the 'Meetings' file which will be the basis for a mail-merge function so that I can send invitations to the 'set' of 'Contacts' attending, with these invitations printed out automatically, with all relevant personal address details added. I suspect this involves a portal or lookup of some description but I am not sure exactly how to do this. Any suggestions would most gratefully received......

Posted

If a meeting can have more than one person and a person can attend more than one meeting, then I suggest a go-between file called Attendance or somesuch thing. You could then use the Go to Related Record (show only related) from Meetings to Attendance based on the Meeting Key and handle the mail merge from Attendance.

This topic is 8179 days old. Please don't post here. Open a new topic instead.

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