How do you handle Follow-Up dates?

[Rangoon]

In my contact file I have the standard Contacts name, Phone Numbers, Notes etc

[LiveOak]

The approach is fine. All you need now is a way to trigger the script that does the checking. It could be triggered as a startup script, as part of some navigation that is regularly used, or by a plug-in such as Activator which can trigger events on time.

-bd

[SteveB]

I have something very similar. I started with a script, but eventually discarded it in favor of a relationship and a layout that I take the user to as soon as the solution starts up. You can create a portal using a global date that is setfield(_global date, Status(CurrentDate). Create the relationship of _global date = followup date

[Rangoon]

Could you tell me a little more about your Relationship/Portal solution. I'm not sure I fully understand the way it works and the way I need to set it up.

Thanks for your help...

[SteveB]

Create a global date field (lets call it _Global Date). Create a relationship between _Global Date and Followup Date (or whatever you're really calling it).

Make a script with the following statements:

SetField(_Global Date, Status(Current Date))

GoTo Layout(Followups)

On the Followups layout display a portal with the above relationship.

[Rangoon]

Two quick questions;

1. Is the "followup layout" kept in the [Contacts] file?

2. What fields go into the Portal on the followup layout?

Thank you

[SteveB]

The layout is kept whereever you find it most convenient for users (I replicated it in 2 files)

Any fields you desire from the related record.

[Rangoon]

I