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Project Management System... Design question

Followers

April 13, 200421 yr

I am trying to develop a project manager for sales reps. Basically, When a customer says they want to set up an account there are a series of tasks that need to be done for that client to be set up and handled properly.

Tables

CustomerTable-Contains customer info

TaskTemplate-contains the Master task List that need completed for every customer

CustomerTaskData-contains the tasks for each customer.

Basically, whenever a customer says yes, we need to copy all of the tasks from the TaskTemplate Table into the CustomerTaskData Table so that they are connected via the customer number. Then we can track on a customer by customer basis that every task is getting done.

What would be the best way to handle this?

Thank you for your help.

FileMaker Version: Server 7

Platform: Windows 2000