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Claris Engage 2025 - March 25-26 Austin Texas ×

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I have a file called 'client.fp5' that opens up in browse mode showing an individual record for a client (name, address, phone, related invoices, etc.)

Here's the scenario....a customer calls and wants to place a service call, on this screen I just mentioned, I would like to be able to type in their last name, do a search, if it is found, then I could go to their record and create a new invoice, if no matching record was found, then I would have a choice of creating a new record for this client, after which point I could then create a new invoice.

What is the best way to do this?

This topic is 7788 days old. Please don't post here. Open a new topic instead.

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