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Claris Engage 2025 - March 25-26 Austin Texas ×

Getting Data from One File to Another


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I am working on a database to track our work in process. I have a file that estimates are worked up in, a file tracking jobs and a file for billing information where additional billing info can be added that was not included in the estimate. I currently display information from the estimate and additional billing in two portals in the jobs file. The job and estimate file are tied together by the estimate number and the billing and job file are tied together by a job number. Is there any way that a user can click on a line in the estimating portal and move that information to the billing table/portal? I want to combine that information together to generate an invoice. If this won't work, does anyone have any other suggestions on how to get this information joined for invoicing purposes?

Cindy

This topic is 8103 days old. Please don't post here. Open a new topic instead.

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