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Date Reminder/Tickler

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I apologize if this is a repeated topic - I have searched the archives and could not find an exact solution for my seemingly simple needs.

Building an elaborate contact database - elaborate only in the sense that there are lots and lots of fields per contact.

I have a Reminder Date field where a user inputs a date for a follow up phone call or email. Right now, I have a simple script running every time the database is opened - if today > reminder date then displays a reminder message.

How can I have it IMMEDIATELY upon opening display or go to the record(s) (contact person) that needs to be contacted? I would think this is a simple task that is escaping me.

Thank you very much.

Create a script that does what you need, and then set that script to run when you open the file. You can set this up in Preferences > Documents.

  • Author

I understand that.

How can I have it upon opening (after the message is displayed), go to the record(s) (contact person) that needs to be contacted? I would think this is a simple task that is escaping me.

Do a find looking for all records that have the current date

  • Author

I finally figured it out. To also include "past due" dates, I created a Date Calc field (today - Reminder Date). Then performed script/find on Date Calc >=0.

The only probelm I have left is that if there are no scheduled (today or past) activities, a "no records match this request" message pops up. Is there a way to bypass this message? If not, we can deal with this. Thank for your time.

You need to use Set Error Capture (On). Immediately following the Perform Find, you can do a test on Status(CurrentFoundCount) = 0 if you want to take some other course of action.

  • Author

Thanks Steve - that worked great.

This is a great resource, thank you all.

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